Position in NUE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$312,072
+$59,437 QoQ
Shares Held
1,401
-6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,062
of 1,535 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NUE Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026Whalen Wealth Management Inc. holds $566,165 across 2 Steel names. NUE ranks #1 (55.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUE |
Nucor Corp
This page
|
1,401 | $312,072 | |
| 2 | CLF |
Cleveland-Cliffs Inc.
|
27,060 | $254,093 |
All Filings in NUE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,072 | 1,401 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $252,635 | 1,494 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $461,601 | 2,830 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $324,625 | 2,397 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $342,892 | 2,647 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $206,383 | 1,715 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $232,124 | 1,544 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||