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Recurrent Investment Advisors’s Nucor NUE Stock Holding History

Recurrent Investment Advisors’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
Q1 		$2.81M Buy
16,615
+400
+2% +$69.7K 0.17% 38
2025
Q4 		$2.64M Sell
16,215
-488
-3% -$73.3K 0.2% 33
2025
Q3 		$2.26M Sell
16,703
-4,419
-21% -$626K 0.17% 33
2025
Q2 		$2.74M Hold
21,122
– – 0.22% 33
2025
Q1 		$2.54M Sell
21,122
-1,823
-8% -$235K 0.22% 32
2024
Q4 		$2.68M Buy
22,945
+10,611
+86% +$1.53M 0.25% 28
2024
Q3 		$1.85M Sell
12,334
-854
-6% -$128K 0.18% 29
2024
Q2 		$2.08M Sell
13,188
-396
-3% -$68.8K 0.22% 28
2024
Q1 		$2.69M Hold
13,584
– – 0.31% 26
2023
Q4 		$2.36M Sell
13,584
-1,498
-10% -$238K 0.35% 24
2023
Q3 		$2.36M Buy
15,082
+6
+0% +$993 0.35% 27
2023
Q2 		$2.47M Buy
15,076
+1,474
+11% +$215K 0.42% 25
2023
Q1 		$2.1M Hold
13,602
– – 0.42% 25
2022
Q4 		$1.79M Hold
13,602
– – 0.38% 28
2022
Q3 		$1.46M Buy
13,602
+2,330
+21% +$292K 0.39% 29
2022
Q2 		$1.18M Buy
11,272
+4,000
+55% +$541K 0.36% 28
2022
Q1 		$1.08M Buy
7,272
+1,044
+17% +$128K 0.34% 31
2021
Q4 		$711K Hold
6,228
– – 0.29% 35
2021
Q3 		$613K Hold
6,228
– – 0.27% 36
2021
Q2 		$597K Sell
6,228
-4,409
-41% -$412K 0.3% 38
2021
Q1 		$854K Hold
10,637
– – 0.54% 34
2020
Q4 		$566K Sell
10,637
-2,645
-20% -$137K 0.42% 40
2020
Q3 		$596K Hold
13,282
– – 0.63% 31
2020
Q2 		$550K Buy
13,282
+2,700
+26% +$109K 0.52% 32
2020
Q1 		$381K Buy
10,582
+5,400
+104% +$240K 0.71% 28
2019
Q4 		$292K Buy
+5,182
New +$283K 0.37% 39

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Recurrent Investment Advisors's NUE Position: Q1 2026 in Review

Recurrent Investment Advisors increased its Nucor (NUE) stake by 2.5% in Q1 2026, buying an estimated $69.7K and bringing the position to 16,615 shares worth $2.81M. The position accounts for 0.17% of the portfolio, ranked #38.

Recurrent Investment Advisors first reported a position in NUE in Q4 2019 and has held it in 26 quarters since. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Recurrent Investment Advisors held 16,615 shares of Nucor worth $2.81M as of Q1 2026.
  • Recurrent Investment Advisors bought 400 Nucor shares in Q1 2026, an estimated $69.7K.
  • Nucor made up 0.17% of Recurrent Investment Advisors's portfolio in Q1 2026, its #38 holding.
  • Recurrent Investment Advisors first reported a position in Nucor in Q4 2019 and has held it in 26 quarters since.
  • 1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Recurrent Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.