Position in NUE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,113,750
+$268,250 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#650
of 1,535 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NUE Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026Caldwell Trust Co holds $1,192,965 across 4 Steel names. NUE ranks #1 (93.4% of the industry book) .
All Filings in NUE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,113,750 | 5,000 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $845,500 | 5,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $815,550 | 5,000 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $689,338 | 5,090 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $659,358 | 5,090 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $639,246 | 5,312 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $612,960 | 5,252 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $802,063 | 5,335 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $850,312 | 5,379 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $1,075,586 | 5,435 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $957,220 | 5,500 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $868,993 | 5,558 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $963,546 | 5,876 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $909,210 | 5,886 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $798,768 | 6,060 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $716,619 | 6,698 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $662,585 | 6,346 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $923,265 | 6,211 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $665,722 | 5,832 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $555,286 | 5,638 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $478,306 | 4,986 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $327,180 | 4,076 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $253,131 | 4,759 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $169,615 | 3,781 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $259,847 | 6,275 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $229,231 | 6,364 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||