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WR Wealth Planners’s Nucor NUE Stock Holding History

WR Wealth Planners’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
2024
Q4 		$23.5K Sell
201
-25
-11% -$3.6K 0.01% 435
2024
Q3 		$34K Sell
226
-11
-5% -$1.66K 0.01% 392
2024
Q2 		$37.5K Sell
237
-37
-14% -$6.43K 0.01% 365
2024
Q1 		$54.2K Buy
+274
New +$50.1K 0.02% 321

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WR Wealth Planners's NUE Position: Q4 2024 in Review

WR Wealth Planners reduced its Nucor (NUE) stake by 11% in Q4 2024, selling an estimated $3.6K and leaving 201 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #435.

WR Wealth Planners first reported a position in NUE in Q1 2024 and has held it in 4 quarters since. The position peaked at $54.2K in Q1 2024. 1,178 funds tracked by Wall St. Rank hold NUE as of Q4 2024.

  • WR Wealth Planners held 201 shares of Nucor worth $23.5K as of Q4 2024.
  • WR Wealth Planners sold 25 Nucor shares in Q4 2024, an estimated $3.6K.
  • Nucor made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #435 holding.
  • WR Wealth Planners first reported a position in Nucor in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Nucor position peaked at $54.2K in Q1 2024.
  • 1,178 funds tracked by Wall St. Rank held Nucor as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.