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Williams Jones Wealth Management’s Nucor NUE Stock Holding History

Williams Jones 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
Q2 		$815K Buy
3,659
+107
+3% +$24.2K 0.01% 298
2026
Q1 		$601K Buy
3,552
+2
+0.1% +$349 0.01% 327
2025
Q4 		$579K Sell
3,550
-2,150
-38% -$323K 0.01% 327
2025
Q3 		$772K Hold
5,700
– – 0.01% 290
2025
Q2 		$738K Hold
5,700
– – 0.01% 289
2025
Q1 		$686K Hold
5,700
– – 0.01% 288
2024
Q4 		$665K Sell
5,700
-1,775
-24% -$255K 0.01% 300
2024
Q3 		$1.12M Hold
7,475
– – 0.01% 249
2024
Q2 		$1.18M Hold
7,475
– – 0.01% 240
2024
Q1 		$1.48M Hold
7,475
– – 0.02% 222
2023
Q4 		$1.3M Sell
7,475
-2,275
-23% -$361K 0.02% 230
2023
Q3 		$1.52M Hold
9,750
– – 0.02% 213
2023
Q2 		$1.6M Sell
9,750
-439
-4% -$64.1K 0.02% 214
2023
Q1 		$1.57M Buy
10,189
+8
+0.1% +$1.27K 0.02% 224
2022
Q4 		$1.34M Sell
10,181
-294
-3% -$40K 0.02% 233
2022
Q3 		$1.12M Sell
10,475
-112
-1% -$14.1K 0.02% 256
2022
Q2 		$1.1M Buy
10,587
+108
+1% +$14.6K 0.02% 259
2022
Q1 		$1.56M Sell
10,479
-2,185
-17% -$268K 0.02% 219
2021
Q4 		$1.45M Sell
12,664
-2,650
-17% -$290K 0.02% 229
2021
Q3 		$1.51M Buy
15,314
+687
+5% +$73K 0.02% 214
2021
Q2 		$1.4M Buy
14,627
+1,614
+12% +$151K 0.02% 220
2021
Q1 		$1.04M Buy
13,013
+513
+4% +$31.1K 0.02% 242
2020
Q4 		$665K Sell
12,500
-6,000
-32% -$310K 0.01% 257
2020
Q3 		$830K Hold
18,500
– – 0.02% 217
2020
Q2 		$766K Hold
18,500
– – 0.02% 219
2020
Q1 		$666K Hold
18,500
– – 0.02% 204
2019
Q4 		$1.04M Sell
18,500
-5,900
-24% -$322K 0.02% 202
2019
Q3 		$1.24M Buy
+24,400
New +$1.27M 0.03% 184

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

Williams Jones Wealth Management's NUE Position: Q2 2026 in Review

Williams Jones Wealth Management increased its Nucor (NUE) stake by 3% in Q2 2026, buying an estimated $24.2K and bringing the position to 3,659 shares worth $815K. The position accounts for 0.01% of the portfolio, ranked #298.

Williams Jones Wealth Management first reported a position in NUE in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.6M in Q2 2023. 1,547 funds tracked by Wall St. Rank hold NUE as of Q2 2026.

  • Williams Jones Wealth Management held 3,659 shares of Nucor worth $815K as of Q2 2026.
  • Williams Jones Wealth Management bought 107 Nucor shares in Q2 2026, an estimated $24.2K.
  • Nucor made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #298 holding.
  • Williams Jones Wealth Management first reported a position in Nucor in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's Nucor position peaked at $1.6M in Q2 2023.
  • 1,547 funds tracked by Wall St. Rank held Nucor as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.