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Shelton Wealth Management’s Nucor NUE Stock Holding History

Shelton Wealth 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
2024
Q4 		– Sell
-1,352
Closed -$203K – 159
2024
Q3 		$203K Buy
1,352
+15
+1% +$2.26K 0.11% 117
2024
Q2 		$211K Sell
1,337
-191
-13% -$33.2K 0.12% 125
2024
Q1 		$302K Buy
+1,528
New +$279K 0.19% 101
2023
Q4 		– Sell
-1,560
Closed -$244K – 108
2023
Q3 		$244K Sell
1,560
-51
-3% -$8.44K 0.2% 53
2023
Q2 		$264K Buy
1,611
+142
+10% +$20.7K 0.2% 54
2023
Q1 		$227K Buy
+1,469
New +$234K 0.18% 56

Other funds holding NUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Shelton Wealth Management's NUE Position: Q4 2024 in Review

Shelton Wealth Management sold out of Nucor (NUE) in Q4 2024, closing a stake of 1,352 shares — an estimated $203K sold.

Shelton Wealth Management first reported a position in NUE in Q1 2023 and held it in 6 quarters. The position peaked at $302K in Q1 2024. 1,179 funds tracked by Wall St. Rank hold NUE as of Q4 2024.

  • Shelton Wealth Management reported no remaining Nucor position as of Q4 2024 after selling out during the quarter.
  • Shelton Wealth Management sold 1,352 Nucor shares in Q4 2024, an estimated $203K.
  • Shelton Wealth Management first reported a position in Nucor in Q1 2023 and held it in 6 quarters.
  • Shelton Wealth Management's Nucor position peaked at $302K in Q1 2024.
  • 1,179 funds tracked by Wall St. Rank held Nucor as of Q4 2024.

Based on Shelton Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.