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Sowell Financial Services’s Nucor NUE Stock Holding History

Sowell Financial Services’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 		$469K Buy
2,107
+22
+1% +$4.98K 0.02% 672
2026
Q1 		$353K Buy
2,085
+25
+1% +$4.36K 0.01% 773
2025
Q4 		$336K Sell
2,060
-45
-2% -$6.76K 0.01% 790
2025
Q3 		$285K Sell
2,105
-6,461
-75% -$915K 0.01% 829
2025
Q2 		$1.11M Buy
8,566
+3,391
+66% +$396K 0.05% 381
2025
Q1 		$623K Buy
+5,175
New +$667K 0.03% 530
2021
Q2 		– Sell
-3,067
Closed -$293K – 1986
2021
Q1 		$293K Buy
3,067
+2,484
+426% +$151K 0.01% 859
2020
Q4 		$31K Buy
583
+36
+7% +$1.86K ﹤0.01% 1570
2020
Q3 		$25K Sell
547
-88
-14% -$3.9K ﹤0.01% 1464
2020
Q2 		$26K Sell
635
-6,471
-91% -$262K ﹤0.01% 1380
2020
Q1 		$256K Buy
7,106
+5,879
+479% +$261K 0.02% 592
2019
Q4 		$69K Sell
1,227
-417
-25% -$22.7K 0.01% 1036
2019
Q3 		$84K Buy
+1,644
New +$85.8K 0.01% 877
2017
Q1 		– Sell
-661
Closed -$42K – 475
2016
Q4 		$42K Buy
+661
New +$37K 0.01% 358

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

Sowell Financial Services's NUE Position: Q2 2026 in Review

Sowell Financial Services increased its Nucor (NUE) stake by 1.1% in Q2 2026, buying an estimated $4.98K and bringing the position to 2,107 shares worth $469K. The position accounts for 0.02% of the portfolio, ranked #672.

Sowell Financial Services first reported a position in NUE in Q4 2016 and has held it in 14 quarters since. The position peaked at $1.11M in Q2 2025. 508 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Sowell Financial Services held 2,107 shares of Nucor worth $469K as of Q2 2026.
  • Sowell Financial Services bought 22 Nucor shares in Q2 2026, an estimated $4.98K.
  • Nucor made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #672 holding.
  • Sowell Financial Services first reported a position in Nucor in Q4 2016 and has held it in 14 quarters since.
  • Sowell Financial Services's Nucor position peaked at $1.11M in Q2 2025.
  • 508 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.