Position in NUE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$23,289,973
+$2,124,820 QoQ
Shares Held
137,729
+6.1% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.09148400119074414.ToString("F0")%
Shared 0.ToString("F0")%
None 99.90851599880925.ToString("F0")%
Common Shares in NUE Over Time
Shares Held
Position Value (USD)
Derivatives in NUE
reported options exposure · as of Dec 31, 2020CallValue
$15,957
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Steel
Basic Materials · as of Mar 31, 2026Creative Planning holds $90,756,138 across 10 Steel names. NUE ranks #1 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUE |
Nucor Corp
This page
|
137,729 | $23,289,973 | |
| 2 | PKX |
Posco Holdings Inc.
|
338,722 | $19,811,849 | |
| 3 | RS |
Reliance, Inc.
|
63,425 | $19,276,126 | |
| 4 | STLD |
Steel Dynamics Inc
|
45,442 | $8,179,560 | |
| 5 | MT |
ArcelorMittal
|
154,983 | $8,056,015 | |
| 6 | NWPX |
NWPX Infrastructure, Inc.
|
82,087 | $6,391,293 | |
| 7 | GGB |
Gerdau S.A.
|
605,923 | $2,187,382 | |
| 8 | WS |
Worthington Steel, Inc.
|
50,883 | $1,544,299 |
All Filings in NUE
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28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,289,973 | 137,729 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $21,165,153 | 129,760 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,571,485 | 122,362 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,474,588 | 119,458 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $15,956,361 | 132,594 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $13,871,216 | 118,852 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $16,413,219 | 109,174 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $17,128,276 | 108,352 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $20,443,861 | 103,304 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $17,890,963 | 102,798 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $26,960,993 | 172,440 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $17,664,580 | 107,724 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $16,744,547 | 108,400 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $14,190,137 | 107,656 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $13,173,250 | 123,126 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $13,807,804 | 132,246 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $21,200,760 | 142,622 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,762,772 | 24,203 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,602,598 | 26,425 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,315,270 | 24,135 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,901,034 | 23,683 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,375,972 | 25,869 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $15,957 | 300 | Call | Sole | 2021-01-29 | |
| 2020-09-30 | $13,458 | 300 | Call | Sole | 2020-11-05 | |
| 2020-09-30 | $1,065,155 | 23,744 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $12,423 | 300 | Call | Sole | 2020-07-23 | |
| 2020-06-30 | $882,736 | 21,317 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $859,905 | 23,873 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||