Sargent Investment Group’s Nucor NUE Stock Holding History

Sargent Investment Group’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	$253K	Sell	1,494 -49	-3%	-$8.54K	0.03%	224
2025 Q4	$252K	Buy	+1,543	New	+$232K	0.03%	220
2024 Q2	–	Sell	-1,266	Closed	-$251K	–	223
2024 Q1	$251K	Buy	1,266 +5	+0.4%	+$914	0.05%	175
2023 Q4	$219K	Buy	+1,261	New	+$200K	0.05%	191
2023 Q3	–	Sell	-1,247	Closed	-$204K	–	213
2023 Q2	$204K	Buy	+1,247	New	+$182K	0.05%	184
2022 Q1	–	Sell	-1,781	Closed	-$203K	–	198
2021 Q4	$203K	Buy	+1,781	New	+$195K	0.05%	175

Other funds holding NUE

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sargent Investment Group's NUE Position: Q1 2026 in Review

Sargent Investment Group reduced its Nucor (NUE) stake by 3.2% in Q1 2026, selling an estimated $8.54K and leaving 1,494 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #224.

Sargent Investment Group first reported a position in NUE in Q4 2021 and has held it in 6 quarters since. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

Sargent Investment Group held 1,494 shares of Nucor worth $253K as of Q1 2026.
Sargent Investment Group sold 49 Nucor shares in Q1 2026, an estimated $8.54K.
Nucor made up 0.03% of Sargent Investment Group's portfolio in Q1 2026, its #224 holding.
Sargent Investment Group first reported a position in Nucor in Q4 2021 and has held it in 6 quarters since.
1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.