Tortoise Investment Management’s Nucor NUE Stock Holding History

Tortoise 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
2025 Q4	–	Sell	-69	Closed	-$9.29K	–	1036
2025 Q3	$9.29K	Buy	69 +11	+19%	+$1.56K	﹤0.01%	623
2025 Q2	$7.57K	Buy	58 +7	+14%	+$818	﹤0.01%	618
2025 Q1	$6.16K	Hold	51	–	–	﹤0.01%	617
2024 Q4	$5.95K	Hold	51	–	–	﹤0.01%	673
2024 Q3	$7.64K	Hold	51	–	–	﹤0.01%	661
2024 Q2	$8K	Buy	51 +1	+2%	+$174	﹤0.01%	659
2024 Q1	$9.99K	Hold	50	–	–	﹤0.01%	628
2023 Q4	$8.76K	Sell	50 -1,347	-96%	-$214K	﹤0.01%	596
2023 Q3	$218K	Sell	1,397 -199	-12%	-$32.9K	0.03%	190
2023 Q2	$262K	Buy	1,596 +50	+3%	+$7.3K	0.04%	172
2023 Q1	$239K	Hold	1,546	–	–	0.04%	176
2022 Q4	$204K	Sell	1,546 -600	-28%	-$81.5K	0.04%	185
2022 Q3	$230K	Buy	+2,146	New	+$269K	0.04%	173
2019 Q2	–	Sell	-240	Closed	-$14K	–	645
2019 Q1	$14K	Sell	240 -170	-41%	-$9.97K	﹤0.01%	373
2018 Q4	$21K	Hold	410	–	–	0.01%	306
2018 Q3	$26K	Hold	410	–	–	0.01%	295
2018 Q2	$26K	Sell	410 -90	-18%	-$5.74K	0.01%	306
2018 Q1	$31K	Hold	500	–	–	0.01%	287
2017 Q4	$32K	Hold	500	–	–	0.01%	281
2017 Q3	$28K	Hold	500	–	–	0.01%	278
2017 Q2	$29K	Buy	+500	New	+$29.3K	0.01%	261

Other funds holding NUE

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tortoise Investment Management's NUE Position: Q4 2025 in Review

Tortoise Investment Management sold out of Nucor (NUE) in Q4 2025, closing a stake of 69 shares — an estimated $9.29K sold.

Tortoise Investment Management first reported a position in NUE in Q2 2017 and held it in 21 quarters. The position peaked at $262K in Q2 2023. 1,342 funds tracked by Wall St. Rank hold NUE as of Q4 2025.

Tortoise Investment Management reported no remaining Nucor position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 69 Nucor shares in Q4 2025, an estimated $9.29K.
Tortoise Investment Management first reported a position in Nucor in Q2 2017 and held it in 21 quarters.
Tortoise Investment Management's Nucor position peaked at $262K in Q2 2023.
1,342 funds tracked by Wall St. Rank held Nucor as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.