Bank of America’s NuScale Power SMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$92.3M Buy
2,333,248
+1,043,676
+81% +$41.3M 0.01% 1081
2025
Q1
$18.3M Buy
1,289,572
+997,185
+341% +$14.1M ﹤0.01% 2199
2024
Q4
$5.24M Buy
292,387
+129,792
+80% +$2.33M ﹤0.01% 2995
2024
Q3
$1.88M Buy
162,595
+55,103
+51% +$638K ﹤0.01% 3889
2024
Q2
$1.26M Buy
107,492
+67,413
+168% +$788K ﹤0.01% 4046
2024
Q1
$213K Sell
40,079
-70,420
-64% -$374K ﹤0.01% 5027
2023
Q4
$364K Buy
110,499
+48,252
+78% +$159K ﹤0.01% 4842
2023
Q3
$305K Sell
62,247
-4,570
-7% -$22.4K ﹤0.01% 4805
2023
Q2
$454K Sell
66,817
-28,281
-30% -$192K ﹤0.01% 4542
2023
Q1
$864K Buy
95,098
+8,285
+10% +$75.3K ﹤0.01% 4269
2022
Q4
$891K Buy
86,813
+71,393
+463% +$732K ﹤0.01% 4288
2022
Q3
$180K Sell
15,420
-2,173
-12% -$25.4K ﹤0.01% 5245
2022
Q2
$176K Buy
+17,593
New +$176K ﹤0.01% 5424