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Waterway Wealth Management’s Nucor NUE Stock Holding History

Waterway 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
Q2 		– Sell
-5,172
Closed -$622K – 93
2025
Q1 		$622K Buy
5,172
+618
+14% +$79.6K 0.26% 41
2024
Q4 		$532K Buy
4,554
+814
+22% +$117K 0.23% 47
2024
Q3 		$562K Buy
3,740
+264
+8% +$39.7K 0.24% 43
2024
Q2 		$549K Buy
3,476
+374
+12% +$65K 0.27% 36
2024
Q1 		$614K Buy
3,102
+343
+12% +$62.7K 0.27% 28
2023
Q4 		$480K Buy
+2,759
New +$437K 0.2% 36

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

Waterway Wealth Management's NUE Position: Q2 2025 in Review

Waterway Wealth Management sold out of Nucor (NUE) in Q2 2025, closing a stake of 5,172 shares — an estimated $622K sold.

Waterway Wealth Management first reported a position in NUE in Q4 2023 and held it in 6 quarters. The position peaked at $622K in Q1 2025. 1,184 funds tracked by Wall St. Rank hold NUE as of Q2 2025.

  • Waterway Wealth Management reported no remaining Nucor position as of Q2 2025 after selling out during the quarter.
  • Waterway Wealth Management sold 5,172 Nucor shares in Q2 2025, an estimated $622K.
  • Waterway Wealth Management first reported a position in Nucor in Q4 2023 and held it in 6 quarters.
  • Waterway Wealth Management's Nucor position peaked at $622K in Q1 2025.
  • 1,184 funds tracked by Wall St. Rank held Nucor as of Q2 2025.

Based on Waterway Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.