Sutton Wealth Advisors’s Nucor NUE Stock Holding History

Sutton Wealth 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
2023 Q3	$12.8K	Buy	82 +12	+17%	+$1.99K	0.01%	430
2023 Q2	$11.5K	Hold	70	–	–	0.01%	435
2023 Q1	$10.8K	Sell	70 -4	-5%	-$636	0.01%	407
2022 Q4	$9.75K	Hold	74	–	–	﹤0.01%	954
2022 Q3	$7.92K	Buy	74 +32	+76%	+$4.01K	﹤0.01%	961
2022 Q2	$4.38K	Hold	42	–	–	﹤0.01%	1083
2022 Q1	$6.24K	Buy	42 +5	+14%	+$613	﹤0.01%	1057
2021 Q4	$4.22K	Hold	37	–	–	﹤0.01%	1095
2021 Q3	$3.64K	Buy	37 +3	+9%	+$319	﹤0.01%	1098
2021 Q2	$3.26K	Hold	34	–	–	﹤0.01%	1107
2021 Q1	$2.73K	Hold	34	–	–	﹤0.01%	1104
2020 Q4	$1.81K	Hold	34	–	–	﹤0.01%	1119
2020 Q3	$1.52K	Hold	34	–	–	﹤0.01%	1099
2020 Q2	$1.41K	Buy	34 +12	+55%	+$485	﹤0.01%	1092
2020 Q1	$792	Sell	22 -933	-98%	-$41.4K	﹤0.01%	1115
2019 Q4	$53.7K	Hold	955	–	–	0.03%	291
2019 Q3	$48.6K	Hold	955	–	–	0.03%	316
2019 Q2	$52.6K	Hold	955	–	–	0.03%	288
2019 Q1	$55.7K	Hold	955	–	–	0.03%	272
2018 Q4	$49.5K	Hold	955	–	–	0.03%	273
2018 Q3	$60.6K	Hold	955	–	–	0.04%	253
2018 Q2	$59.7K	Hold	955	–	–	0.04%	248
2018 Q1	$58.3K	Hold	955	–	–	0.04%	248
2017 Q4	$60.7K	Hold	955	–	–	0.04%	243
2017 Q3	$53.5K	Hold	955	–	–	0.04%	261
2017 Q2	$55.3K	Hold	955	–	–	0.04%	252
2017 Q1	$57K	Hold	955	–	–	0.05%	241
2016 Q4	$56.8K	Hold	955	–	–	0.05%	245
2016 Q3	$47.2K	Hold	955	–	–	0.04%	265
2016 Q2	$47.2K	Hold	955	–	–	0.04%	253
2016 Q1	$45.2K	Buy	+955	New	+$38.9K	0.04%	262

Other funds holding NUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sutton Wealth Advisors's NUE Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Nucor (NUE) stake by 17% in Q3 2023, buying an estimated $1.99K and bringing the position to 82 shares worth $12.8K. The position accounts for 0.01% of the portfolio, ranked #430.

Sutton Wealth Advisors first reported a position in NUE in Q1 2016 and has held it in 31 quarters since. The position peaked at $60.7K in Q4 2017. 1,161 funds tracked by Wall St. Rank hold NUE as of Q3 2023.

Sutton Wealth Advisors held 82 shares of Nucor worth $12.8K as of Q3 2023.
Sutton Wealth Advisors bought 12 Nucor shares in Q3 2023, an estimated $1.99K.
Nucor made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #430 holding.
Sutton Wealth Advisors first reported a position in Nucor in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Nucor position peaked at $60.7K in Q4 2017.
1,161 funds tracked by Wall St. Rank held Nucor as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.