Root Financial Partners
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Root Financial Partners’s Nucor NUE Stock Holding History

Root Financial Partners’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
Q3 		$194K Buy
+832
New +$208K 0.01% 452
2026
Q2 		– Sell
-674
Closed -$114K – 2235
2026
Q1 		$114K Buy
674
+233
+53% +$40.6K 0.01% 520
2025
Q4 		$71.9K Buy
441
+118
+37% +$17.7K ﹤0.01% 586
2025
Q3 		$43.7K Buy
+323
New +$45.7K ﹤0.01% 718

Other funds holding NUE

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Root Financial Partners's NUE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Nucor (NUE) in Q3 2026: 832 shares worth $194K. The stake represents 0.01% of the portfolio and ranks #452 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NUE as recently as Q1 2026.

Root Financial Partners first reported a position in NUE in Q3 2025 and has held it in 4 quarters since. 871 funds tracked by Wall St. Rank hold NUE as of Q3 2026.

  • Root Financial Partners held 832 shares of Nucor worth $194K as of Q3 2026.
  • Nucor was a new Root Financial Partners position in Q3 2026.
  • Nucor made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #452 holding.
  • Root Financial Partners first reported a position in Nucor in Q3 2025 and has held it in 4 quarters since.
  • 871 funds tracked by Wall St. Rank held Nucor as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.