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Bleakley Financial Group’s NuScale Power SMR Stock Holding History

Bleakley Financial Group’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
-45,009
Closed -$1.62M – 701
2025
Q3 		$1.62M Buy
45,009
+828
+2% +$33K 0.04% 332
2025
Q2 		$1.75M Sell
44,181
-31,130
-41% -$781K 0.04% 294
2025
Q1 		$1.07M Buy
75,311
+32,715
+77% +$661K 0.03% 328
2024
Q4 		$764K Buy
+42,596
New +$879K 0.02% 488
2024
Q3 		– Sell
-13,613
Closed -$159K – 1087
2024
Q2 		$159K Buy
+13,613
New +$97K ﹤0.01% 917

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 $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bleakley Financial Group's SMR Position: Q4 2025 in Review

Bleakley Financial Group sold out of NuScale Power (SMR) in Q4 2025, closing a stake of 45,009 shares — an estimated $1.62M sold.

Bleakley Financial Group first reported a position in SMR in Q2 2024 and held it in 5 quarters. The position peaked at $1.75M in Q2 2025. 461 funds tracked by Wall St. Rank hold SMR as of Q4 2025.

  • Bleakley Financial Group reported no remaining NuScale Power position as of Q4 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 45,009 NuScale Power shares in Q4 2025, an estimated $1.62M.
  • Bleakley Financial Group first reported a position in NuScale Power in Q2 2024 and held it in 5 quarters.
  • Bleakley Financial Group's NuScale Power position peaked at $1.75M in Q2 2025.
  • 461 funds tracked by Wall St. Rank held NuScale Power as of Q4 2025.

Based on Bleakley Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.