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AssuredPartners Investment Advisors’s NuScale Power SMR Stock Holding History

AssuredPartners Investment Advisors’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
Q4 		– Sell
-12,528
Closed -$451K – 352
2025
Q3 		$451K Buy
+12,528
New +$499K 0.1% 144

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.25% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AssuredPartners Investment Advisors's SMR Position: Q4 2025 in Review

AssuredPartners Investment Advisors sold out of NuScale Power (SMR) in Q4 2025, closing a stake of 12,528 shares — an estimated $451K sold.

AssuredPartners Investment Advisors first reported a position in SMR in Q3 2025 and held it in 1 quarter. The position peaked at $451K in Q3 2025. 460 funds tracked by Wall St. Rank hold SMR as of Q4 2025.

  • AssuredPartners Investment Advisors reported no remaining NuScale Power position as of Q4 2025 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 12,528 NuScale Power shares in Q4 2025, an estimated $451K.
  • AssuredPartners Investment Advisors first reported a position in NuScale Power in Q3 2025 and held it in 1 quarter.
  • AssuredPartners Investment Advisors's NuScale Power position peaked at $451K in Q3 2025.
  • 460 funds tracked by Wall St. Rank held NuScale Power as of Q4 2025.

Based on AssuredPartners Investment Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.