Whitaker-Myers Wealth Managers’s Nucor NUE Stock Holding History

Whitaker-Myers Wealth Managers’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	$521K	Sell	2,341 -280	-11%	-$63.4K	0.09%	88
2026 Q1	$443K	Buy	2,621 +4	+0.2%	+$697	0.09%	88
2025 Q4	$427K	Sell	2,617 -702	-21%	-$105K	0.09%	91
2025 Q3	$449K	Buy	3,319 +12	+0.4%	+$1.7K	0.1%	91
2025 Q2	$428K	Buy	3,307 +20	+0.6%	+$2.34K	0.11%	83
2025 Q1	$396K	Buy	3,287 +231	+8%	+$29.8K	0.11%	82
2024 Q4	$357K	Hold	3,056	–	–	0.1%	80
2024 Q3	$459K	Hold	3,056	–	–	0.15%	63
2024 Q2	$483K	Buy	+3,056	New	+$531K	0.18%	59

Other funds holding NUE

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return