AllianceBernstein

AllianceBernstein’s NuScale Power SMR Stock Holding History

AllianceBernstein’s Portfolio SMR Stock Details SMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.23M	Buy	157,310 +22,059	+16%	+$336K	﹤0.01%	1934
2025 Q4	$1.92M	Sell	135,251 -5,776	-4%	-$165K	﹤0.01%	2026
2025 Q3	$5.08M	Sell	141,027 -13,558	-9%	-$540K	﹤0.01%	1512
2025 Q2	$6.12M	Buy	154,585 +65,267	+73%	+$1.64M	﹤0.01%	1392
2025 Q1	$1.26M	Buy	89,318 +5,808	+7%	+$117K	﹤0.01%	2123
2024 Q4	$1.5M	Sell	83,510 -10,530	-11%	-$217K	﹤0.01%	2114
2024 Q3	$1.09M	Hold	94,040	–	–	﹤0.01%	2276
2024 Q2	$1.1M	Buy	94,040 +59,370	+171%	+$423K	﹤0.01%	2247
2024 Q1	$184K	Sell	34,670 -29,570	-46%	-$106K	﹤0.01%	2944
2023 Q4	$211K	Sell	64,240 -5,900	-8%	-$21K	﹤0.01%	2964
2023 Q3	$344K	Hold	70,140	–	–	﹤0.01%	2749
2023 Q2	$477K	Buy	70,140 +29,940	+74%	+$243K	﹤0.01%	2661
2023 Q1	$365K	Sell	40,200 -5,300	-12%	-$53.2K	﹤0.01%	2695
2022 Q4	$467K	Buy	45,500 +6,100	+15%	+$67.5K	﹤0.01%	2671
2022 Q3	$460K	Buy	39,400 +27,000	+218%	+$355K	﹤0.01%	2687
2022 Q2	$124K	Buy	+12,400	New	+$124K	﹤0.01%	3101

Other funds holding SMR

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marex Group London $9.64B AUM 31.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return