Nucor Corporation
MX ˙ BMV ˙ US6703461052
SecurityMX:NUE / Nucor Corporation
InstitutionCaldwell Securities, Inc
Latest Disclosed Ownership1,740 shares
Latest Disclosed Value $ 283,811
Caldwell Securities, Inc ownership in NUE / Nucor Corporation

On January 30, 2026 - Caldwell Securities, Inc filed a 13F-HR form disclosing ownership of 1,740 shares of Nucor Corporation (MX:NUE) valued at $283,811 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 29, 2025 disclosing 1,740 shares of Nucor Corporation. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-01-30 2025-12-31 13F NUCOR COM 670346105 1,740 0 0.00 284 20.43 0.1203
2025-10-29 2025-09-30 13F NUCOR COM 670346105 1,740 10 0.58 236 4.91 0.1007
2025-07-11 2025-06-30 13F NUCOR COM 670346105 1,730 4 0.23 224 8.21 0.1026
2025-04-16 2025-03-31 13F NUCOR COM 670346105 1,726 0 0.00 208 2.99 0.0988
2025-01-21 2024-12-31 13F NUCOR COM 670346105 1,726 0 0.00 201 -22.39 0.0937
2024-10-25 2024-09-30 13F NUCOR COM 670346105 1,726 -600 -25.80 259 -29.43 0.1209
2024-07-23 2024-06-30 13F NUCOR COM 670346105 2,326 0 0.00 368 -20.22 0.1820
2024-04-19 2024-03-31 13F NUCOR COM 670346105 2,326 -12 -0.51 460 13.30 0.2215
2024-01-19 2023-12-31 13F NUCOR COM 670346105 2,338 -60 -2.50 407 8.56 0.2067
2023-10-25 2023-09-30 13F NUCOR COM 670346105 2,398 -61 -2.48 375 -7.20 0.2074
2023-07-19 2023-06-30 13F NUCOR COM 670346105 2,459 -101 -3.95 403 2.03 0.2112
2023-04-25 2023-03-31 13F NUCOR COM 670346105 2,560 50 1.99 395 19.70 0.2883
2023-02-10 2022-12-31 13F NUCOR COM 670346105 2,510 2,510 331 0.2917
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.