Position in NUE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,925,673
+$529,077 QoQ
Shares Held
8,645
+4.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#517
of 1,535 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in NUE Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $7,390,690 across 5 Steel names. NUE ranks #2 (26.1% of the industry book) .
All Filings in NUE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,925,673 | 8,645 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,396,596 | 8,259 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,104,608 | 12,903 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $633,709 | 4,892 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $572,938 | 4,761 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $504,887 | 4,326 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $679,987 | 4,523 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $391,722 | 2,478 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $511,571 | 2,585 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $331,546 | 1,905 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $223,893 | 1,432 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $528,015 | 3,220 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,723,500 | 50,000 | Shares | Sole | 2023-06-05 | |
| No filing history on record for this holder in this stock. | ||||||