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Bosun Asset Management’s NuScale Power SMR Stock Holding History

Bosun Asset Management’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
Q3 		– Sell
-73,385
Closed -$2.9M – 172
2025
Q2 		$2.9M Sell
73,385
-18,557
-20% -$466K 0.86% 21
2025
Q1 		$1.3M Sell
91,942
-123,373
-57% -$2.49M 0.56% 45
2024
Q4 		$3.86M Sell
215,315
-111,830
-34% -$2.31M 1.68% 8
2024
Q3 		$3.79M Buy
327,145
+7,632
+2% +$77.9K 1.8% 11
2024
Q2 		$3.74M Buy
319,513
+113,710
+55% +$810K 2.21% 8
2024
Q1 		$1.09M Buy
+205,803
New +$738K 0.62% 42

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bosun Asset Management's SMR Position: Q3 2025 in Review

Bosun Asset Management sold out of NuScale Power (SMR) in Q3 2025, closing a stake of 73,385 shares — an estimated $2.9M sold.

Bosun Asset Management first reported a position in SMR in Q1 2024 and held it in 6 quarters. The position peaked at $3.86M in Q4 2024. 473 funds tracked by Wall St. Rank hold SMR as of Q3 2025.

  • Bosun Asset Management reported no remaining NuScale Power position as of Q3 2025 after selling out during the quarter.
  • Bosun Asset Management sold 73,385 NuScale Power shares in Q3 2025, an estimated $2.9M.
  • Bosun Asset Management first reported a position in NuScale Power in Q1 2024 and held it in 6 quarters.
  • Bosun Asset Management's NuScale Power position peaked at $3.86M in Q4 2024.
  • 473 funds tracked by Wall St. Rank held NuScale Power as of Q3 2025.

Based on Bosun Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.