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Whalen Wealth Management’s Nucor NUE Stock Holding History

Whalen 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
2026
Q1 		$253K Sell
1,494
-1,336
-47% -$233K 0.14% 164
2025
Q4 		$462K Buy
2,830
+433
+18% +$65.1K 0.25% 112
2025
Q3 		$325K Sell
2,397
-250
-9% -$35.4K 0.19% 124
2025
Q2 		$343K Buy
2,647
+932
+54% +$109K 0.22% 129
2025
Q1 		$206K Buy
+1,715
New +$221K 0.14% 117
2024
Q4 		– Sell
-1,544
Closed -$232K – 164
2024
Q3 		$232K Buy
+1,544
New +$232K 0.16% 101

Other funds holding NUE

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Whalen Wealth Management's NUE Position: Q1 2026 in Review

Whalen Wealth Management reduced its Nucor (NUE) stake by 47% in Q1 2026, selling an estimated $233K and leaving 1,494 shares worth $253K. The position accounts for 0.14% of the portfolio, ranked #164.

Whalen Wealth Management first reported a position in NUE in Q3 2024 and has held it in 6 quarters since. The position peaked at $462K in Q4 2025. 1,371 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

  • Whalen Wealth Management held 1,494 shares of Nucor worth $253K as of Q1 2026.
  • Whalen Wealth Management sold 1,336 Nucor shares in Q1 2026, an estimated $233K.
  • Nucor made up 0.14% of Whalen Wealth Management's portfolio in Q1 2026, its #164 holding.
  • Whalen Wealth Management first reported a position in Nucor in Q3 2024 and has held it in 6 quarters since.
  • Whalen Wealth Management's Nucor position peaked at $462K in Q4 2025.
  • 1,371 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.