Bouvel Investment Partners’s NuScale Power SMR Stock Holding History

Bouvel Investment Partners’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
2026 Q2	–	Sell	-129,363	Closed	-$1.4M	–	94
2026 Q1	$1.4M	Buy	129,363 +48,299	+60%	+$735K	0.41%	63
2025 Q4	$1.15M	Sell	81,064 -542	-0.7%	-$15.5K	0.33%	69
2025 Q3	$2.94M	Buy	81,606 +1,319	+2%	+$52.6K	0.9%	46
2025 Q2	$3.18M	Buy	+80,287	New	+$2.01M	1.07%	36
2025 Q1	–	Sell	-54,254	Closed	-$973K	–	82
2024 Q4	$973K	Buy	+54,254	New	+$1.12M	0.35%	66

Other funds holding SMR

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bouvel Investment Partners's SMR Position: Q2 2026 in Review

Bouvel Investment Partners sold out of NuScale Power (SMR) in Q2 2026, closing a stake of 129,363 shares — an estimated $1.4M sold.

Bouvel Investment Partners first reported a position in SMR in Q4 2024 and held it in 5 quarters. The position peaked at $3.18M in Q2 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Bouvel Investment Partners reported no remaining NuScale Power position as of Q2 2026 after selling out during the quarter.
Bouvel Investment Partners sold 129,363 NuScale Power shares in Q2 2026, an estimated $1.4M.
Bouvel Investment Partners first reported a position in NuScale Power in Q4 2024 and held it in 5 quarters.
Bouvel Investment Partners's NuScale Power position peaked at $3.18M in Q2 2025.
522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.