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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
Q3 		$415K Buy
1,775
+374
+27% +$93.5K 0.18% 134
2026
Q2 		$312K Sell
1,401
-93
-6% -$21K 0.14% 158
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

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Whalen Wealth Management's NUE Position: Q3 2026 in Review

Whalen Wealth Management increased its Nucor (NUE) stake by 27% in Q3 2026, buying an estimated $93.5K and bringing the position to 1,775 shares worth $415K. The position accounts for 0.18% of the portfolio, ranked #134.

Whalen Wealth Management first reported a position in NUE in Q3 2024 and has held it in 8 quarters since. The position peaked at $462K in Q4 2025. 55 funds tracked by Wall St. Rank hold NUE as of Q3 2026.

  • Whalen Wealth Management held 1,775 shares of Nucor worth $415K as of Q3 2026.
  • Whalen Wealth Management bought 374 Nucor shares in Q3 2026, an estimated $93.5K.
  • Nucor made up 0.18% of Whalen Wealth Management's portfolio in Q3 2026, its #134 holding.
  • Whalen Wealth Management first reported a position in Nucor in Q3 2024 and has held it in 8 quarters since.
  • Whalen Wealth Management's Nucor position peaked at $462K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Nucor as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.