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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
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 $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

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

Synergy Investment Management opened a new position in Nucor (NUE) in Q1 2026: 145 shares worth $24.4K. The stake represents 0.01% of the portfolio and ranks #372 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in NUE as recently as Q1 2025.

Synergy Investment Management first reported a position in NUE in Q4 2024 and has held it in 3 quarters since. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Synergy Investment Management held 145 shares of Nucor worth $24.4K as of Q1 2026.
  • Nucor was a new Synergy Investment Management position in Q1 2026.
  • Nucor made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #372 holding.
  • Synergy Investment Management first reported a position in Nucor in Q4 2024 and has held it in 3 quarters since.
  • 1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.