Sound Financial Strategies Group’s Nucor NUE Stock Holding History

Sound Financial Strategies 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 Q2	$352K	Buy	1,579 +7	+0.4%	+$1.58K	0.22%	69
2026 Q1	$266K	Sell	1,572 -2,622	-63%	-$457K	0.18%	88
2025 Q4	$684K	Buy	+4,194	New	+$630K	0.48%	57
2024 Q4	–	Sell	-4,252	Closed	-$639K	–	99
2024 Q3	$639K	Buy	4,252 +474	+13%	+$71.3K	0.51%	62
2024 Q2	$597K	Buy	+3,778	New	+$656K	0.52%	59
2023 Q1	–	Sell	-7,825	Closed	-$1.03M	–	76
2022 Q4	$1.03M	Buy	+7,825	New	+$1.06M	0.75%	34
2022 Q2	–	Sell	-11,042	Closed	-$1.64M	–	64
2022 Q1	$1.64M	Sell	11,042 -2,275	-17%	-$279K	0.91%	17
2021 Q4	$1.52M	Sell	13,317 -282	-2%	-$30.8K	0.76%	13
2021 Q3	$1.34M	Buy	13,599 +53	+0.4%	+$5.63K	0.67%	14
2021 Q2	$1.3M	Buy	13,546 +5,737	+73%	+$537K	0.65%	13
2021 Q1	$627K	Buy	+7,809	New	+$473K	0.32%	32

Other funds holding NUE

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sound Financial Strategies Group's NUE Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Nucor (NUE) stake by 0.45% in Q2 2026, buying an estimated $1.58K and bringing the position to 1,579 shares worth $352K. The position accounts for 0.22% of the portfolio, ranked #69.

Sound Financial Strategies Group first reported a position in NUE in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.64M in Q1 2022. 1,549 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

Sound Financial Strategies Group held 1,579 shares of Nucor worth $352K as of Q2 2026.
Sound Financial Strategies Group bought 7 Nucor shares in Q2 2026, an estimated $1.58K.
Nucor made up 0.22% of Sound Financial Strategies Group's portfolio in Q2 2026, its #69 holding.
Sound Financial Strategies Group first reported a position in Nucor in Q1 2021 and has held it in 11 quarters since.
Sound Financial Strategies Group's Nucor position peaked at $1.64M in Q1 2022.
1,549 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.