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Venturi Wealth Management’s Nucor NUE Stock Holding History

Venturi 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
2025
Q1 		– Sell
-189
Closed -$22.1K – 1410
2024
Q4 		$22.1K Buy
189
+12
+7% +$1.73K ﹤0.01% 1235
2024
Q3 		$26.6K Sell
177
-4
-2% -$602 ﹤0.01% 949
2024
Q2 		$28.6K Buy
181
+51
+39% +$8.86K ﹤0.01% 838
2024
Q1 		$25.7K Hold
130
– – ﹤0.01% 664
2023
Q4 		$22.6K Buy
130
+14
+12% +$2.22K ﹤0.01% 671
2023
Q3 		$18.1K Buy
116
+8
+7% +$1.32K ﹤0.01% 651
2023
Q2 		$17.7K Buy
108
+2
+2% +$292 ﹤0.01% 569
2023
Q1 		$16.4K Buy
+106
New +$16.9K ﹤0.01% 631
2016
Q1 		– Sell
-49,903
Closed -$2.01M – 145
2015
Q4 		$2.01M Buy
+49,903
New +$2.05M 0.91% 39

Other funds holding NUE

Vanguard Group
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 $146B AUM 55.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Venturi Wealth Management's NUE Position: Q1 2025 in Review

Venturi Wealth Management sold out of Nucor (NUE) in Q1 2025, closing a stake of 189 shares — an estimated $22.1K sold.

Venturi Wealth Management first reported a position in NUE in Q4 2015 and held it in 9 quarters. The position peaked at $2.01M in Q4 2015. 1,182 funds tracked by Wall St. Rank hold NUE as of Q1 2025.

  • Venturi Wealth Management reported no remaining Nucor position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 189 Nucor shares in Q1 2025, an estimated $22.1K.
  • Venturi Wealth Management first reported a position in Nucor in Q4 2015 and held it in 9 quarters.
  • Venturi Wealth Management's Nucor position peaked at $2.01M in Q4 2015.
  • 1,182 funds tracked by Wall St. Rank held Nucor as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.