$NUE

NUCOR CORP

Insider trades
5
2
5
$2.1M
Laxton Stephen D
0%
See all $NUE insider activity →
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Berkshire Hathaway's Q2 13F Reveals a Portfolio Shift: 8 Stock Moves Investors Must Know

Berkshire Hathaway’s Q2 2026 13F showed it bought about $23.5B of US-listed equities and sold about $3.7B, for net purchases of about $19.8B, ending a 14-quarter net selling streak. Morningstar said Berkshire held about $299.3B in reportable US equities. Alphabet was the largest disclosed buy, while Bank of America, Capital One, and Constellation Brands were reduced or exited.

Is Nucor’s (NUE) Indiana Expansion Quietly Redefining Its Manufacturing Edge?

Simply Wall St says Nucor (NYSE:NUE) plans to invest $59 million to expand its Vulcraft Indiana facility in St. Joe, adding steel grating production and 20 full-time jobs. It also cites related Indiana projects, including a $290 million Crawfordsville sheet mill modernization. The article discusses potential effects on Nucor’s earnings outlook and forecasts $40.5B revenue and $4.5B earnings by 2029.

Berkshire Hathaway reshuffles portfolio, raises Alphabet and homebuilder stakes

Berkshire Hathaway increased its Alphabet stake, buying about 48.1 million shares in Q2 to reach about 106 million shares worth about $37.76B as of June 30, following a June plan for a $10B Alphabet stock investment. It also raised US homebuilder holdings, including Lennar and a new DR Horton position, after buying Taylor Morrison. Berkshire trimmed positions in Kroger, Nucor, DaVita, exited Constellation Brands, and reduced Bank of America, Ally Financial, and Capital One.

NUE sentiment & insider activity

Over the past 7 days, alphai's AI scored 12 news stories mentioning NUE (NUCOR CORP). Coverage has been balanced: 5 bullish, 2 neutral, and 5 bearish.

Recent NUE coverage spans financial news, corporate actions and market movers.

In the last 30 days, NUE insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($2.1M). The most active reporter was Laxton Stephen D, President and COO, with 1 filing.

What's driving NUE

  • Steel exposure trimming can be interpreted as reduced appetite for cyclical industrial risk, weighing on NUE sentiment.

    ibtimes.co.uk · Aug 18, 2026

  • Capacity expansion in Indiana is framed as incremental to NUE’s overall scale, with limited near-term earnings impact but execution and steel-demand risks.

    simplywall.st · Aug 18, 2026

  • A reduction can be read as a tactical de-risking, but the article lacks the size of the reduction and any NUE-specific news.

    banglanews24.today · Aug 16, 2026

  • Capex expansion supports downstream fabricated construction demand exposure, but scale is modest versus NUE’s total footprint.

    herald-dispatch.com · Aug 15, 2026

  • Trim may reflect cyclical steel risk management, but the article does not provide new industry or company data.

    zerohedge.com · Aug 15, 2026

alphai scores every news story that mentions NUE with an AI model for sentiment and relevance, and aggregates insider trades from NUCOR CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $NUE

Score

Berkshire Hathaway's Q2 13F Reveals a Portfolio Shift: 8 Stock Moves Investors Must Know

Berkshire Hathaway’s Q2 2026 13F showed it bought about $23.5B of US-listed equities and sold about $3.7B, for net purchases of about $19.8B, ending a 14-quarter net selling streak. Morningstar said Berkshire held about $299.3B in reportable US equities. Alphabet was the largest disclosed buy, while Bank of America, Capital One, and Constellation Brands were reduced or exited.

$NUELow

Is Nucor’s (NUE) Indiana Expansion Quietly Redefining Its Manufacturing Edge?

Simply Wall St says Nucor (NYSE:NUE) plans to invest $59 million to expand its Vulcraft Indiana facility in St. Joe, adding steel grating production and 20 full-time jobs. It also cites related Indiana projects, including a $290 million Crawfordsville sheet mill modernization. The article discusses potential effects on Nucor’s earnings outlook and forecasts $40.5B revenue and $4.5B earnings by 2029.

Berkshire Hathaway reshuffles portfolio, raises Alphabet and homebuilder stakes

Berkshire Hathaway increased its Alphabet stake, buying about 48.1 million shares in Q2 to reach about 106 million shares worth about $37.76B as of June 30, following a June plan for a $10B Alphabet stock investment. It also raised US homebuilder holdings, including Lennar and a new DR Horton position, after buying Taylor Morrison. Berkshire trimmed positions in Kroger, Nucor, DaVita, exited Constellation Brands, and reduced Bank of America, Ally Financial, and Capital One.

Business news in brief: Three Gables to close; Nucor expands Indiana facility

Marshall Health Network said Three Gables Surgery Center near Proctorville, Ohio will begin a phased closure, with services ending later this year. Procedures will shift to St. Mary’s Medical Center and Cabell Huntington Hospital. Nucor will invest $59 million to expand its Vulcraft Indiana facility, adding 20 jobs. Norfolk Southern plans to abandon 24.43 miles of unused track in Scioto County.

The Stocks Berkshire Bought and Sold in Q2

Berkshire Hathaway (BRK.B) reported Q2 portfolio changes in an Aug. 14 SEC filing. It was a net buyer of equities, buying $19.8B vs $3.7B sold, and repurchased $4.5B of its own stock. Berkshire increased Alphabet (GOOGL/GOOG) and added D.R. Horton (DHI), while trimming Bank of America (BAC), Kroger (KR), Ally (ALLY), Capital One (COF), Nucor (NUE) and fully exiting Constellation Brands (STZ).

Nucor to expand Vulcraft Indiana with $59M investment

Nucor Corp. plans a $59 million expansion of its Vulcraft Indiana operations in St. Joe, Ind., adding steel grating production capabilities. The project is expected to create 20 new full-time jobs, on top of 300+ current workers. Nucor says it will strengthen downstream capacity. Vulcraft has nine North America facilities with ~1.2 million short tons annual capacity.

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