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Whipplewood Advisors’s Nucor NUE Stock Holding History

Whipplewood Advisors’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 		$2.45K Hold
11
– – ﹤0.01% 392
2026
Q1 		$1.86K Buy
+11
New +$1.92K ﹤0.01% 780
2025
Q3 		– Sell
-14
Closed -$1.81K – 890
2025
Q2 		$1.81K Sell
14
-2,544
-99% -$297K ﹤0.01% 903
2025
Q1 		$1.69K Buy
2,558
+2,544
+18,171% +$328K ﹤0.01% 926
2024
Q4 		$1.63K Buy
+14
New +$2.01K ﹤0.01% 918

Other funds holding NUE

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Whipplewood Advisors's NUE Position: Q2 2026 in Review

Whipplewood Advisors held its Nucor (NUE) position steady in Q2 2026 at 11 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Whipplewood Advisors first reported a position in NUE in Q4 2024 and has held it in 5 quarters since. 560 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Whipplewood Advisors held 11 shares of Nucor worth $2.45K as of Q2 2026.
  • Whipplewood Advisors left its Nucor share count unchanged in Q2 2026.
  • Nucor made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #392 holding.
  • Whipplewood Advisors first reported a position in Nucor in Q4 2024 and has held it in 5 quarters since.
  • 560 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.