Waldron Private Wealth
NUE icon

Waldron Private Wealth’s Nucor NUE Stock Holding History

Waldron Private Wealth’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 		$352K Hold
1,504
– – 0.01% 265
2026
Q2 		$335K Hold
1,504
– – 0.01% 276
2026
Q1 		$254K Hold
1,504
– – 0.01% 295
2025
Q4 		$245K Buy
1,504
+9
+0.6% +$1.35K 0.01% 295
2025
Q3 		$202K Buy
+1,495
New +$212K 0.01% 305
2025
Q1 		– Sell
-4,049
Closed -$473K – 385
2024
Q4 		$473K Buy
4,049
+37
+0.9% +$5.32K 0.02% 258
2024
Q3 		$603K Sell
4,012
-3
-0.1% -$451 0.03% 227
2024
Q2 		$635K Sell
4,015
-13
-0.3% -$2.26K 0.03% 199
2024
Q1 		$797K Buy
4,028
+1,010
+33% +$185K 0.04% 186
2023
Q4 		$525K Buy
3,018
+73
+2% +$11.6K 0.03% 228
2023
Q3 		$460K Sell
2,945
-7
-0.2% -$1.16K 0.02% 244
2023
Q2 		$484K Sell
2,952
-2,898
-50% -$423K 0.02% 234
2023
Q1 		$904K Sell
5,850
-40
-0.7% -$6.36K 0.04% 178
2022
Q4 		$630K Hold
5,890
– – 0.04% 214
2022
Q3 		$630K Buy
5,890
+155
+3% +$19.4K 0.04% 214
2022
Q2 		$598K Sell
5,735
-30
-0.5% -$4.06K 0.03% 221
2022
Q1 		$856K Buy
5,765
+129
+2% +$15.8K 0.04% 198
2021
Q4 		$643K Buy
5,636
+49
+0.9% +$5.36K 0.03% 229
2021
Q3 		$550K Sell
5,587
-1,117
-17% -$119K 0.03% 217
2021
Q2 		$643K Buy
6,704
+45
+0.7% +$4.21K 0.04% 179
2021
Q1 		$534K Buy
6,659
+2
+0% +$121 0.04% 190
2020
Q4 		$354K Hold
6,657
– – 0.03% 209
2020
Q3 		$298K Hold
6,657
– – 0.03% 211
2020
Q2 		$275K Buy
+6,657
New +$269K 0.02% 211
2020
Q1 		– Sell
-13,064
Closed -$735K – 277
2019
Q4 		$735K Sell
13,064
-375
-3% -$20.5K 0.07% 135
2019
Q3 		$684K Buy
+13,439
New +$702K 0.07% 133

Other funds holding NUE

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Waldron Private Wealth's NUE Position: Q3 2026 in Review

Waldron Private Wealth held its Nucor (NUE) position steady in Q3 2026 at 1,504 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #265.

Waldron Private Wealth first reported a position in NUE in Q3 2019 and has held it in 26 quarters since. The position peaked at $904K in Q1 2023. 948 funds tracked by Wall St. Rank hold NUE as of Q3 2026.

  • Waldron Private Wealth held 1,504 shares of Nucor worth $352K as of Q3 2026.
  • Waldron Private Wealth left its Nucor share count unchanged in Q3 2026.
  • Nucor made up 0.01% of Waldron Private Wealth's portfolio in Q3 2026, its #265 holding.
  • Waldron Private Wealth first reported a position in Nucor in Q3 2019 and has held it in 26 quarters since.
  • Waldron Private Wealth's Nucor position peaked at $904K in Q1 2023.
  • 948 funds tracked by Wall St. Rank held Nucor as of Q3 2026.

Based on Waldron Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.