Valeo Financial Advisors’s Nucor NUE Stock Holding History

Valeo Financial Advisors’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	$965K	Sell	4,330 -1,310	-23%	-$296K	0.02%	314
2026 Q1	$954K	Buy	5,640 +126	+2%	+$22K	0.02%	281
2025 Q4	$899K	Sell	5,514 -2,555	-32%	-$384K	0.02%	324
2025 Q3	$1.09M	Buy	8,069 +1,530	+23%	+$217K	0.02%	285
2025 Q2	$847K	Buy	6,539 +2,822	+76%	+$330K	0.02%	338
2025 Q1	$447K	Buy	3,717 +593	+19%	+$76.4K	0.01%	439
2024 Q4	$365K	Sell	3,124 -346	-10%	-$49.8K	0.01%	484
2024 Q3	$522K	Sell	3,470 -648	-16%	-$97.5K	0.01%	398
2024 Q2	$651K	Buy	4,118 +337	+9%	+$58.6K	0.02%	317
2024 Q1	$653K	Sell	3,781 -9	-0.2%	-$1.65K	0.02%	308
2023 Q4	$660K	Sell	3,790 -158	-4%	-$25.1K	0.03%	285
2023 Q3	$617K	Buy	3,948 +896	+29%	+$148K	0.03%	285
2023 Q2	$500K	Buy	3,052 +742	+32%	+$108K	0.02%	322
2023 Q1	$357K	Sell	2,310 -168	-7%	-$26.7K	0.02%	397
2022 Q4	$327K	Buy	2,478 +498	+25%	+$67.7K	0.02%	369
2022 Q3	$212K	Buy	+1,980	New	+$248K	0.01%	430
2022 Q2	–	Sell	-1,922	Closed	-$286K	–	607
2022 Q1	$286K	Buy	+1,922	New	+$236K	0.01%	460
2021 Q4	–	Sell	-3,511	Closed	-$346K	–	622
2021 Q3	$346K	Buy	3,511 +1,254	+56%	+$133K	0.02%	370
2021 Q2	$217K	Sell	2,257 -52	-2%	-$4.86K	0.01%	432
2021 Q1	$185K	Buy	2,309 +778	+51%	+$47.2K	0.01%	461
2020 Q4	$81K	Hold	1,531	–	–	﹤0.01%	626
2020 Q3	$69K	Buy	1,531 +473	+45%	+$21K	0.01%	563
2020 Q2	$44K	Buy	1,058 +69	+7%	+$2.79K	﹤0.01%	778
2020 Q1	$39K	Buy	989 +147	+17%	+$6.53K	﹤0.01%	682
2019 Q4	$47K	Sell	842 -72	-8%	-$3.93K	﹤0.01%	673
2019 Q3	$47K	Sell	914 -125	-12%	-$6.53K	0.01%	625
2019 Q2	$57K	Buy	1,039 +850	+450%	+$46.7K	0.01%	558
2019 Q1	$11K	Buy	189 +109	+136%	+$6.39K	﹤0.01%	942
2018 Q4	$4K	Hold	80	–	–	﹤0.01%	1150
2018 Q3	$5K	Sell	80 -68	-46%	-$4.35K	﹤0.01%	1199
2018 Q2	$9K	Sell	148 -427	-74%	-$27.3K	﹤0.01%	974
2018 Q1	$35K	Buy	575 +542	+1,642%	+$35.9K	0.01%	570
2017 Q4	$2K	Hold	33	–	–	﹤0.01%	1194
2017 Q3	$2K	Buy	+33	New	+$1.86K	﹤0.01%	1033

Other funds holding NUE

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Valeo Financial Advisors's NUE Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Nucor (NUE) stake by 23% in Q2 2026, selling an estimated $296K and leaving 4,330 shares worth $965K. The position accounts for 0.02% of the portfolio, ranked #314.

Valeo Financial Advisors first reported a position in NUE in Q3 2017 and has held it in 34 quarters since. The position peaked at $1.09M in Q3 2025. 508 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

Valeo Financial Advisors held 4,330 shares of Nucor worth $965K as of Q2 2026.
Valeo Financial Advisors sold 1,310 Nucor shares in Q2 2026, an estimated $296K.
Nucor made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #314 holding.
Valeo Financial Advisors first reported a position in Nucor in Q3 2017 and has held it in 34 quarters since.
Valeo Financial Advisors's Nucor position peaked at $1.09M in Q3 2025.
508 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.