Stiles Financial Services
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Stiles Financial Services’s Nucor NUE Stock Holding History

Stiles 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
Q3 		$863K Buy
3,690
+11
+0.3% +$2.75K 0.22% 98
2026
Q2 		$819K Buy
3,679
+6
+0.2% +$1.36K 0.21% 96
2026
Q1 		$621K Sell
3,673
-1,452
-28% -$253K 0.19% 107
2025
Q4 		$836K Sell
5,125
-4
-0.1% -$601 0.26% 90
2025
Q3 		$695K Sell
5,129
-164
-3% -$23.2K 0.22% 99
2025
Q2 		$686K Buy
5,293
+45
+0.9% +$5.26K 0.24% 96
2025
Q1 		$632K Buy
5,248
+872
+20% +$112K 0.24% 102
2024
Q4 		$511K Buy
4,376
+721
+20% +$104K 0.18% 116
2024
Q3 		$550K Buy
3,655
+1,358
+59% +$204K 0.19% 106
2024
Q2 		$363K Buy
2,297
+966
+73% +$168K 0.14% 125
2024
Q1 		$263K Buy
+1,331
New +$243K 0.11% 158

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Stiles Financial Services's NUE Position: Q3 2026 in Review

Stiles Financial Services increased its Nucor (NUE) stake by 0.3% in Q3 2026, buying an estimated $2.75K and bringing the position to 3,690 shares worth $863K. The position accounts for 0.22% of the portfolio, ranked #98.

Stiles Financial Services first reported a position in NUE in Q1 2024 and has held it in 11 quarters since. 1,172 funds tracked by Wall St. Rank hold NUE as of Q3 2026.

  • Stiles Financial Services held 3,690 shares of Nucor worth $863K as of Q3 2026.
  • Stiles Financial Services bought 11 Nucor shares in Q3 2026, an estimated $2.75K.
  • Nucor made up 0.22% of Stiles Financial Services's portfolio in Q3 2026, its #98 holding.
  • Stiles Financial Services first reported a position in Nucor in Q1 2024 and has held it in 11 quarters since.
  • 1,172 funds tracked by Wall St. Rank held Nucor as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.