Transform Wealth’s Nucor NUE Stock Holding History

Transform Wealth’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
2024 Q4	–	Sell	-1,543	Closed	-$233K	–	272
2024 Q3	$233K	Sell	1,543 -814	-35%	-$122K	0.02%	201
2024 Q2	$374K	Sell	2,357 -168	-7%	-$29.2K	0.03%	165
2024 Q1	$501K	Sell	2,525 -64	-2%	-$11.7K	0.05%	149
2023 Q4	$452K	Sell	2,589 -182	-7%	-$28.9K	0.04%	177
2023 Q3	$435K	Sell	2,771 -1,832	-40%	-$303K	0.05%	175
2023 Q2	$757K	Sell	4,603 -47,666	-91%	-$6.96M	0.07%	152
2023 Q1	$8.1M	Sell	52,269 -664	-1%	-$106K	0.76%	45
2022 Q4	$7M	Sell	52,933 -2,470	-4%	-$336K	0.79%	46
2022 Q3	$5.96M	Sell	55,403 -7,653	-12%	-$960K	0.77%	47
2022 Q2	$6.62M	Sell	63,056 -2,602	-4%	-$352K	0.98%	37
2022 Q1	$9.76M	Buy	65,658 +88	+0.1%	+$10.8K	1.09%	26
2021 Q4	$7.49M	Buy	65,570 +15,906	+32%	+$1.74M	0.78%	46
2021 Q3	$4.89M	Buy	+49,664	New	+$5.28M	0.56%	61

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Transform Wealth's NUE Position: Q4 2024 in Review

Transform Wealth sold out of Nucor (NUE) in Q4 2024, closing a stake of 1,543 shares — an estimated $233K sold.

Transform Wealth first reported a position in NUE in Q3 2021 and held it in 13 quarters. The position peaked at $9.76M in Q1 2022. 1,178 funds tracked by Wall St. Rank hold NUE as of Q4 2024.

Transform Wealth reported no remaining Nucor position as of Q4 2024 after selling out during the quarter.
Transform Wealth sold 1,543 Nucor shares in Q4 2024, an estimated $233K.
Transform Wealth first reported a position in Nucor in Q3 2021 and held it in 13 quarters.
Transform Wealth's Nucor position peaked at $9.76M in Q1 2022.
1,178 funds tracked by Wall St. Rank held Nucor as of Q4 2024.

Based on Transform Wealth's 13F filing for Q4 2024, filed 17 Jan 2025.