Poehling Capital Management’s Nucor NUE Stock Holding History

Poehling Capital Management’s Portfolio NUE Stock Details NUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$271K	Hold	1,215	–	–	0.06%	141
2026 Q1	$205K	Buy	+1,215	New	+$212K	0.04%	146
2018 Q3	–	Sell	-100	Closed	-$6K	–	211
2018 Q2	$6K	Buy	100 +75	+300%	+$4.79K	0.01%	249
2018 Q1	$2K	Hold	25	–	–	﹤0.01%	281
2017 Q4	$2K	Buy	+25	New	+$1.46K	﹤0.01%	260

Other funds holding NUE

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Poehling Capital Management's NUE Position: Q2 2026 in Review

Poehling Capital Management held its Nucor (NUE) position steady in Q2 2026 at 1,215 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #141.

Poehling Capital Management first reported a position in NUE in Q4 2017 and has held it in 5 quarters since. 1,541 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

Poehling Capital Management held 1,215 shares of Nucor worth $271K as of Q2 2026.
Poehling Capital Management left its Nucor share count unchanged in Q2 2026.
Nucor made up 0.06% of Poehling Capital Management's portfolio in Q2 2026, its #141 holding.
Poehling Capital Management first reported a position in Nucor in Q4 2017 and has held it in 5 quarters since.
1,541 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.