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Beacon Capital Management Inc (Ohio)’s NuScale Power SMR Stock Holding History

Beacon Capital Management Inc (Ohio)’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
-15
Closed -$540 – 150
2025
Q3 		$540 Hold
15
– – ﹤0.01% 125
2025
Q2 		$593 Buy
+15
New +$376 ﹤0.01% 92

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Beacon Capital Management Inc (Ohio)'s SMR Position: Q4 2025 in Review

Beacon Capital Management Inc (Ohio) sold out of NuScale Power (SMR) in Q4 2025, closing a stake of 15 shares — an estimated $540 sold.

Beacon Capital Management Inc (Ohio) first reported a position in SMR in Q2 2025 and held it in 2 quarters. The position peaked at $593 in Q2 2025. 461 funds tracked by Wall St. Rank hold SMR as of Q4 2025.

  • Beacon Capital Management Inc (Ohio) reported no remaining NuScale Power position as of Q4 2025 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 15 NuScale Power shares in Q4 2025, an estimated $540.
  • Beacon Capital Management Inc (Ohio) first reported a position in NuScale Power in Q2 2025 and held it in 2 quarters.
  • Beacon Capital Management Inc (Ohio)'s NuScale Power position peaked at $593 in Q2 2025.
  • 461 funds tracked by Wall St. Rank held NuScale Power as of Q4 2025.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2025, filed 12 Feb 2026.