BIP
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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
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

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VPM
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VCM
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MG
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Morgan Stanley
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Marshall Wace
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return