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 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

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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