Position in NUE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,279,698
+$417,965 QoQ
Shares Held
5,745
+12.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#611
of 1,543 holders
Holding Since
Jun 2023
12 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, 2026Compound Planning, Inc. holds $3,279,126 across 6 Steel names. NUE ranks #1 (39.0% of the industry book) .
All Filings in NUE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,279,698 | 5,745 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $861,733 | 5,096 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $761,396 | 4,668 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $585,193 | 4,321 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $537,591 | 4,150 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $609,762 | 5,067 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $499,285 | 4,278 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $765,230 | 5,090 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $698,555 | 4,419 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $687,306 | 3,473 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $436,666 | 2,509 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $210,058 | 1,281 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||