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Summit Trail Advisors’s Nucor NUE Stock Holding History

Summit Trail 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
Q1 		$1.29M Buy
7,658
+1,784
+30% +$311K 0.02% 808
2025
Q4 		$961K Buy
5,874
+82
+1% +$12.3K 0.02% 836
2025
Q3 		$788K Buy
5,792
+3,853
+199% +$545K 0.01% 942
2025
Q2 		$252K Buy
+1,939
New +$227K ﹤0.01% 982
2024
Q4 		– Sell
-1,342
Closed -$203K – 640
2024
Q3 		$203K Buy
+1,342
New +$202K 0.01% 673
2024
Q2 		– Sell
-1,149
Closed -$228K – 650
2024
Q1 		$228K Buy
+1,149
New +$210K 0.01% 535
2018
Q2 		– Sell
-16,555
Closed -$654K – 610
2018
Q1 		$654K Buy
16,555
+2,779
+20% +$184K 0.11% 177
2017
Q4 		$932K Buy
+13,776
New +$806K 0.12% 160

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 Trail Advisors's NUE Position: Q1 2026 in Review

Summit Trail Advisors increased its Nucor (NUE) stake by 30% in Q1 2026, buying an estimated $311K and bringing the position to 7,658 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #808.

Summit Trail Advisors first reported a position in NUE in Q4 2017 and has held it in 8 quarters since. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Summit Trail Advisors held 7,658 shares of Nucor worth $1.29M as of Q1 2026.
  • Summit Trail Advisors bought 1,784 Nucor shares in Q1 2026, an estimated $311K.
  • Nucor made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #808 holding.
  • Summit Trail Advisors first reported a position in Nucor in Q4 2017 and has held it in 8 quarters since.
  • 1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.