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Summit Financial’s Nucor NUE Stock Holding History

Summit Financial’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
Q1 		$891K Buy
5,250
+119
+2% +$20.7K 0.01% 814
2025
Q4 		$840K Buy
5,131
+2
+0% +$301 0.01% 723
2025
Q3 		$695K Buy
5,129
+171
+3% +$24.2K 0.01% 768
2025
Q2 		$645K Buy
4,958
+50
+1% +$5.84K 0.01% 511
2025
Q1 		$591K Buy
4,908
+156
+3% +$20.1K 0.02% 475
2024
Q4 		$557K Buy
4,752
+2,996
+171% +$431K 0.02% 427
2024
Q3 		$265K Sell
1,756
-89
-5% -$13.4K 0.01% 478
2024
Q2 		$293K Sell
1,845
-3,564
-66% -$619K 0.01% 419
2024
Q1 		$1.07M Buy
5,409
+718
+15% +$131K 0.06% 176
2023
Q4 		$819K Buy
4,691
+17
+0.4% +$2.69K 0.05% 193
2023
Q3 		$733K Buy
+4,674
New +$774K 0.05% 192
2022
Q2 		– Sell
-2,997
Closed -$447K – 247
2022
Q1 		$447K Buy
2,997
+265
+10% +$32.5K 0.03% 188
2021
Q4 		$313K Buy
+2,732
New +$299K 0.02% 209

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Financial's NUE Position: Q1 2026 in Review

Summit Financial increased its Nucor (NUE) stake by 2.3% in Q1 2026, buying an estimated $20.7K and bringing the position to 5,250 shares worth $891K. The position accounts for 0.01% of the portfolio, ranked #814.

Summit Financial first reported a position in NUE in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.07M in Q1 2024. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Summit Financial held 5,250 shares of Nucor worth $891K as of Q1 2026.
  • Summit Financial bought 119 Nucor shares in Q1 2026, an estimated $20.7K.
  • Nucor made up 0.01% of Summit Financial's portfolio in Q1 2026, its #814 holding.
  • Summit Financial first reported a position in Nucor in Q4 2021 and has held it in 13 quarters since.
  • Summit Financial's Nucor position peaked at $1.07M in Q1 2024.
  • 1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.