WFAG
NUE icon

Worth Financial Advisory Group’s Nucor NUE Stock Holding History

Worth Financial Advisory Group’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
2023
Q2 		– Sell
-1,325
Closed -$205K – 124
2023
Q1 		$205K Buy
+1,325
New +$211K 0.2% 115

Other funds holding NUE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Worth Financial Advisory Group's NUE Position: Q2 2023 in Review

Worth Financial Advisory Group sold out of Nucor (NUE) in Q2 2023, closing a stake of 1,325 shares — an estimated $205K sold.

Worth Financial Advisory Group first reported a position in NUE in Q1 2023 and held it in 1 quarter. The position peaked at $205K in Q1 2023. 1,182 funds tracked by Wall St. Rank hold NUE as of Q2 2023.

  • Worth Financial Advisory Group reported no remaining Nucor position as of Q2 2023 after selling out during the quarter.
  • Worth Financial Advisory Group sold 1,325 Nucor shares in Q2 2023, an estimated $205K.
  • Worth Financial Advisory Group first reported a position in Nucor in Q1 2023 and held it in 1 quarter.
  • Worth Financial Advisory Group's Nucor position peaked at $205K in Q1 2023.
  • 1,182 funds tracked by Wall St. Rank held Nucor as of Q2 2023.

Based on Worth Financial Advisory Group's 13F filing for Q2 2023, filed 28 Jul 2023.