Winch Advisory Services’s Nucor NUE Stock Holding History

Winch Advisory Services’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	$12.5K	Hold	74	–	–	﹤0.01%	298
2025 Q4	$12K	Buy	74 +1	+1%	+$150	﹤0.01%	291
2025 Q3	$9.95K	Hold	73	–	–	﹤0.01%	302
2025 Q2	$9.48K	Hold	73	–	–	﹤0.01%	298
2025 Q1	$8.77K	Hold	73	–	–	﹤0.01%	299
2024 Q4	$8.47K	Sell	73 -19	-21%	-$2.73K	﹤0.01%	314
2024 Q3	$13.9K	Hold	92	–	–	﹤0.01%	239
2024 Q2	$14.6K	Hold	92	–	–	﹤0.01%	229
2024 Q1	$18.2K	Hold	92	–	–	0.01%	219
2023 Q4	$15.9K	Buy	92 +1	+1%	+$159	0.01%	219
2023 Q3	$14K	Hold	91	–	–	0.01%	221
2023 Q2	$15K	Hold	91	–	–	0.01%	214
2023 Q1	$14K	Hold	91	–	–	0.01%	219
2022 Q4	$12K	Buy	91 +1	+1%	+$136	0.01%	225
2022 Q3	$10K	Hold	90	–	–	﹤0.01%	222
2022 Q2	$9K	Buy	90 +49	+120%	+$6.63K	﹤0.01%	243
2022 Q1	$6K	Sell	41 -50	-55%	-$6.13K	﹤0.01%	301
2021 Q4	$10K	Hold	91	–	–	﹤0.01%	263
2021 Q3	$9K	Hold	91	–	–	﹤0.01%	280
2021 Q2	$9K	Hold	91	–	–	﹤0.01%	280
2021 Q1	$7K	Hold	91	–	–	﹤0.01%	277
2020 Q4	$5K	Buy	91 +41	+82%	+$2.12K	﹤0.01%	300
2020 Q3	$2K	Hold	50	–	–	﹤0.01%	335
2020 Q2	$2K	Sell	50 -30	-38%	-$1.21K	﹤0.01%	335
2020 Q1	$3K	Sell	80 -6,799	-99%	-$302K	﹤0.01%	258
2019 Q4	$387K	Sell	6,879 -350	-5%	-$19.1K	0.18%	59
2019 Q3	$368K	Buy	7,229 +520	+8%	+$27.1K	0.19%	49
2019 Q2	$370K	Buy	6,709 +295	+5%	+$16.2K	0.19%	51
2019 Q1	$374K	Buy	+6,414	New	+$376K	0.21%	54

Other funds holding NUE

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Winch Advisory Services's NUE Position: Q1 2026 in Review

Winch Advisory Services held its Nucor (NUE) position steady in Q1 2026 at 74 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Winch Advisory Services first reported a position in NUE in Q1 2019 and has held it in 29 quarters since. The position peaked at $387K in Q4 2019. 1,370 funds tracked by Wall St. Rank hold NUE as of Q1 2026.

Winch Advisory Services held 74 shares of Nucor worth $12.5K as of Q1 2026.
Winch Advisory Services left its Nucor share count unchanged in Q1 2026.
Nucor made up ﹤0.01% of Winch Advisory Services's portfolio in Q1 2026, its #298 holding.
Winch Advisory Services first reported a position in Nucor in Q1 2019 and has held it in 29 quarters since.
Winch Advisory Services's Nucor position peaked at $387K in Q4 2019.
1,370 funds tracked by Wall St. Rank held Nucor as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.