TriaGen Wealth Management’s Nucor NUE Stock Holding History

TriaGen Wealth 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
2024 Q4	–	Sell	-1,688	Closed	-$254K	–	181
2024 Q3	$254K	Hold	1,688	–	–	0.09%	153
2024 Q2	$267K	Hold	1,688	–	–	0.1%	144
2024 Q1	$334K	Sell	1,688 -34	-2%	-$6.21K	0.14%	122
2023 Q4	$300K	Buy	1,722 +77	+5%	+$12.2K	0.14%	125
2023 Q3	$257K	Buy	1,645 +1	+0.1%	+$166	0.13%	127
2023 Q2	$270K	Sell	1,644 -13	-0.8%	-$1.9K	0.12%	142
2023 Q1	$256K	Sell	1,657 -56	-3%	-$8.91K	0.13%	136
2022 Q4	$226K	Buy	+1,713	New	+$233K	0.13%	155
2022 Q2	–	Sell	-3,411	Closed	-$507K	–	183
2022 Q1	$507K	Buy	+3,411	New	+$419K	0.26%	94
2021 Q4	–	Sell	-4,448	Closed	-$438K	–	195
2021 Q3	$438K	Hold	4,448	–	–	0.24%	105
2021 Q2	$463K	Buy	4,448 +263	+6%	+$24.6K	0.24%	105
2021 Q1	$336K	Buy	+4,185	New	+$254K	0.19%	118

Other funds holding NUE

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

State Farm Mutual Automobile Insurance

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

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

Norges Bank Oslo, Norway $935B AUM

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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