AM Investment Strategies’s NuScale Power SMR Stock Holding History

AM Investment Strategies’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
2025 Q2	–	Sell	-26,660	Closed	-$378K	–	112
2025 Q1	$378K	Buy	+26,660	New	+$539K	0.09%	81

Other funds holding SMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCTC

Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return

AM Investment Strategies's SMR Position: Q2 2025 in Review

AM Investment Strategies sold out of NuScale Power (SMR) in Q2 2025, closing a stake of 26,660 shares — an estimated $378K sold.

AM Investment Strategies first reported a position in SMR in Q1 2025 and held it in 1 quarter. The position peaked at $378K in Q1 2025. 441 funds tracked by Wall St. Rank hold SMR as of Q2 2025.

AM Investment Strategies reported no remaining NuScale Power position as of Q2 2025 after selling out during the quarter.
AM Investment Strategies sold 26,660 NuScale Power shares in Q2 2025, an estimated $378K.
AM Investment Strategies first reported a position in NuScale Power in Q1 2025 and held it in 1 quarter.
AM Investment Strategies's NuScale Power position peaked at $378K in Q1 2025.
441 funds tracked by Wall St. Rank held NuScale Power as of Q2 2025.

Based on AM Investment Strategies's 13F filing for Q2 2025, filed 15 Jul 2025.