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WealthPlan Investment Management’s Nucor NUE Stock Holding History

WealthPlan Investment 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
2026
Q2 		$6.69M Sell
30,052
-4,947
-14% -$1.12M 0.33% 73
2026
Q1 		$5.92M Sell
34,999
-7,754
-18% -$1.35M 0.33% 75
2025
Q4 		$6.97M Sell
42,753
-24,309
-36% -$3.65M 0.44% 63
2025
Q3 		$9.08M Sell
67,062
-1,772
-3% -$251K 0.6% 62
2025
Q2 		$8.92M Buy
68,834
+8,624
+14% +$1.01M 0.65% 57
2025
Q1 		$7.25M Buy
60,210
+192
+0.3% +$24.7K 0.71% 55
2024
Q4 		$7M Sell
60,018
-9,837
-14% -$1.42M 0.69% 51
2024
Q3 		$10.5M Buy
69,855
+9,881
+16% +$1.49M 1.06% 30
2024
Q2 		$9.48M Sell
59,974
-2,709
-4% -$471K 1.43% 20
2024
Q1 		$12.4M Sell
62,683
-11,822
-16% -$2.16M 1.89% 8
2023
Q4 		$13M Buy
74,505
+369
+0.5% +$58.5K 2.08% 2
2023
Q3 		$11.6M Buy
74,136
+36,609
+98% +$6.06M 2.05% 6
2023
Q2 		$6.15M Sell
37,527
-39,626
-51% -$5.79M 1.83% 8
2023
Q1 		$11.9M Sell
77,153
-57,251
-43% -$9.11M 2.05% 3
2022
Q4 		$22.5M Buy
134,404
+1,315
+1% +$179K 1.57% 10
2022
Q3 		$19.9M Buy
+133,089
New +$16.7M 1.46% 13
2022
Q1 		$17.7M Buy
+114,629
New +$14.1M 1.23% 14

Other funds holding NUE

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPlan Investment Management's NUE Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Nucor (NUE) stake by 14% in Q2 2026, selling an estimated $1.12M and leaving 30,052 shares worth $6.69M. The position accounts for 0.33% of the portfolio, ranked #73.

WealthPlan Investment Management first reported a position in NUE in Q1 2022 and has held it in 17 quarters since. The position peaked at $22.5M in Q4 2022. 1,536 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • WealthPlan Investment Management held 30,052 shares of Nucor worth $6.69M as of Q2 2026.
  • WealthPlan Investment Management sold 4,947 Nucor shares in Q2 2026, an estimated $1.12M.
  • Nucor made up 0.33% of WealthPlan Investment Management's portfolio in Q2 2026, its #73 holding.
  • WealthPlan Investment Management first reported a position in Nucor in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Nucor position peaked at $22.5M in Q4 2022.
  • 1,536 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.