SWA
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SOA Wealth Advisors’s Nucor NUE Stock Holding History

SOA Wealth 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
Q2 		$53.8K Buy
242
+1
+0.4% +$226 0.01% 378
2026
Q1 		$40.8K Buy
241
+1
+0.4% +$174 0.01% 404
2025
Q4 		$39.2K Hold
240
– – 0.01% 406
2025
Q3 		$32.5K Buy
240
+1
+0.4% +$142 0.01% 439
2025
Q2 		$30.9K Sell
239
-71
-23% -$8.3K 0.01% 440
2025
Q1 		$37.3K Buy
310
+1
+0.3% +$129 0.01% 384
2024
Q4 		$36K Sell
309
-550
-64% -$79.1K 0.01% 375
2024
Q3 		$129K Buy
859
+3
+0.4% +$451 0.02% 225
2024
Q2 		$135K Sell
856
-311
-27% -$54K 0.03% 215
2024
Q1 		$231K Buy
1,167
+9
+0.8% +$1.65K 0.05% 167
2023
Q4 		$202K Buy
1,158
+3
+0.3% +$476 0.04% 174
2023
Q3 		$181K Buy
1,155
+3
+0.3% +$497 0.04% 172
2023
Q2 		$189K Buy
1,152
+4
+0.3% +$584 0.04% 165
2023
Q1 		$177K Buy
1,148
+4
+0.3% +$636 0.04% 163
2022
Q4 		$151K Buy
1,144
+4
+0.4% +$544 0.04% 183
2022
Q3 		$122K Buy
1,140
+203
+22% +$25.5K 0.04% 185
2022
Q2 		$97K Buy
937
+3
+0.3% +$406 0.03% 207
2022
Q1 		$138K Buy
934
+81
+9% +$9.94K 0.03% 203
2021
Q4 		$97K Sell
853
-278
-25% -$30.4K 0.02% 221
2021
Q3 		$111K Buy
1,131
+131
+13% +$13.9K 0.03% 206
2021
Q2 		$96K Buy
1,000
+244
+32% +$22.8K 0.02% 219
2021
Q1 		$60K Buy
756
+4
+0.5% +$242 0.02% 247
2020
Q4 		$41K Buy
+752
New +$38.8K 0.01% 291

Other funds holding NUE

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
VF
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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

SOA Wealth Advisors's NUE Position: Q2 2026 in Review

SOA Wealth Advisors increased its Nucor (NUE) stake by 0.41% in Q2 2026, buying an estimated $226 and bringing the position to 242 shares worth $53.8K. The position accounts for 0.01% of the portfolio, ranked #378.

SOA Wealth Advisors first reported a position in NUE in Q4 2020 and has held it in 23 quarters since. The position peaked at $231K in Q1 2024. 497 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • SOA Wealth Advisors held 242 shares of Nucor worth $53.8K as of Q2 2026.
  • SOA Wealth Advisors bought 1 Nucor share in Q2 2026, an estimated $226.
  • Nucor made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #378 holding.
  • SOA Wealth Advisors first reported a position in Nucor in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Nucor position peaked at $231K in Q1 2024.
  • 497 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.