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Synergy Investment Management’s Nucor NUE Stock Holding History

Synergy Investment 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
Q2 		$50.3K Buy
215
+70
+48% +$15.8K 0.01% 384
2026
Q1 		$24.4K Buy
+145
New +$25.3K 0.01% 372
2025
Q2 		– Sell
-149
Closed -$17.9K – 406
2025
Q1 		$17.9K Hold
149
– – 0.01% 325
2024
Q4 		$17.3K Buy
+149
New +$21.4K 0.01% 336

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Synergy Investment Management's NUE Position: Q2 2026 in Review

Synergy Investment Management increased its Nucor (NUE) stake by 48% in Q2 2026, buying an estimated $15.8K and bringing the position to 215 shares worth $50.3K. The position accounts for 0.01% of the portfolio, ranked #384.

Synergy Investment Management first reported a position in NUE in Q4 2024 and has held it in 4 quarters since. 1,549 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Synergy Investment Management held 215 shares of Nucor worth $50.3K as of Q2 2026.
  • Synergy Investment Management bought 70 Nucor shares in Q2 2026, an estimated $15.8K.
  • Nucor made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #384 holding.
  • Synergy Investment Management first reported a position in Nucor in Q4 2024 and has held it in 4 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.