Values Added Financial
NUE icon

Values Added Financial’s Nucor NUE Stock Holding History

Values Added Financial’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
Q3 		$296K Hold
1,266
– – 0.1% 108
2026
Q2 		$282K Hold
1,266
– – 0.1% 115
2026
Q1 		$214K Sell
1,266
-7
-0.5% -$1.22K 0.09% 126
2025
Q4 		$208K Buy
+1,273
New +$191K 0.09% 130

Other funds holding NUE

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Values Added Financial's NUE Position: Q3 2026 in Review

Values Added Financial held its Nucor (NUE) position steady in Q3 2026 at 1,266 shares worth $296K. The position accounts for 0.1% of the portfolio, ranked #108.

Values Added Financial first reported a position in NUE in Q4 2025 and has held it in 4 quarters since. 585 funds tracked by Wall St. Rank hold NUE as of Q3 2026.

  • Values Added Financial held 1,266 shares of Nucor worth $296K as of Q3 2026.
  • Values Added Financial left its Nucor share count unchanged in Q3 2026.
  • Nucor made up 0.1% of Values Added Financial's portfolio in Q3 2026, its #108 holding.
  • Values Added Financial first reported a position in Nucor in Q4 2025 and has held it in 4 quarters since.
  • 585 funds tracked by Wall St. Rank held Nucor as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.