Synergy Asset Management’s Nucor NUE Stock Holding History

Synergy Asset Management’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	–	Sell	-1,618	Closed	-$264K	–	291
2025 Q4	$264K	Buy	+1,618	New	+$243K	0.03%	194

Other funds holding NUE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

Synergy Asset Management's NUE Position: Q1 2026 in Review

Synergy Asset Management sold out of Nucor (NUE) in Q1 2026, closing a stake of 1,618 shares — an estimated $264K sold.

Synergy Asset Management first reported a position in NUE in Q4 2025 and held it in 1 quarter. The position peaked at $264K in Q4 2025. 1,375 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

Synergy Asset Management reported no remaining Nucor position as of Q1 2026 after selling out during the quarter.
Synergy Asset Management sold 1,618 Nucor shares in Q1 2026, an estimated $264K.
Synergy Asset Management first reported a position in Nucor in Q4 2025 and held it in 1 quarter.
Synergy Asset Management's Nucor position peaked at $264K in Q4 2025.
1,375 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.