SlateStone Wealth’s Nucor NUE Stock Holding History

SlateStone Wealth’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	$1.54M	Sell	6,895 -1,450	-17%	-$328K	0.12%	134
2026 Q1	$1.41M	Buy	8,345 +500	+6%	+$87.1K	0.12%	137
2025 Q4	$1.28M	Hold	7,845	–	–	0.11%	140
2025 Q3	$1.06M	Hold	7,845	–	–	0.09%	151
2025 Q2	$1.02M	Sell	7,845 -25	-0.3%	-$2.92K	0.1%	153
2025 Q1	$947K	Sell	7,870 -325	-4%	-$41.9K	0.1%	152
2024 Q4	$956K	Buy	8,195 +175	+2%	+$25.2K	0.09%	154
2024 Q3	$1.21M	Hold	8,020	–	–	0.11%	136
2024 Q2	$1.27M	Sell	8,020 -205	-2%	-$35.6K	0.14%	126
2024 Q1	$1.63M	Buy	8,225 +6,080	+283%	+$1.11M	0.16%	110
2023 Q4	$373K	Sell	2,145 -335	-14%	-$53.1K	0.05%	183
2023 Q3	$388K	Buy	2,480 +1,146	+86%	+$190K	0.06%	179
2023 Q2	$219K	Buy	1,334 +1	+0.1%	+$146	0.04%	196
2023 Q1	$206K	Buy	+1,333	New	+$212K	0.04%	202

Other funds holding NUE

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

SlateStone Wealth's NUE Position: Q2 2026 in Review

SlateStone Wealth reduced its Nucor (NUE) stake by 17% in Q2 2026, selling an estimated $328K and leaving 6,895 shares worth $1.54M. The position accounts for 0.12% of the portfolio, ranked #134.

SlateStone Wealth first reported a position in NUE in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.63M in Q1 2024. 508 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

SlateStone Wealth held 6,895 shares of Nucor worth $1.54M as of Q2 2026.
SlateStone Wealth sold 1,450 Nucor shares in Q2 2026, an estimated $328K.
Nucor made up 0.12% of SlateStone Wealth's portfolio in Q2 2026, its #134 holding.
SlateStone Wealth first reported a position in Nucor in Q1 2023 and has held it in 14 quarters since.
SlateStone Wealth's Nucor position peaked at $1.63M in Q1 2024.
508 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.