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Brookstone Capital Management’s NuScale Power SMR Stock Holding History

Brookstone Capital 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
Q4 		– Sell
-7,799
Closed -$281K – 1227
2025
Q3 		$281K Sell
7,799
-3,150
-29% -$126K ﹤0.01% 995
2025
Q2 		$433K Buy
+10,949
New +$275K 0.01% 781
2024
Q3 		– Sell
-10,736
Closed -$150K – 1033
2024
Q2 		$150K Buy
+10,736
New +$76.5K ﹤0.01% 928

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

Brookstone Capital Management's SMR Position: Q4 2025 in Review

Brookstone Capital Management sold out of NuScale Power (SMR) in Q4 2025, closing a stake of 7,799 shares — an estimated $281K sold.

Brookstone Capital Management first reported a position in SMR in Q2 2024 and held it in 3 quarters. The position peaked at $433K in Q2 2025. 461 funds tracked by Wall St. Rank hold SMR as of Q4 2025.

  • Brookstone Capital Management reported no remaining NuScale Power position as of Q4 2025 after selling out during the quarter.
  • Brookstone Capital Management sold 7,799 NuScale Power shares in Q4 2025, an estimated $281K.
  • Brookstone Capital Management first reported a position in NuScale Power in Q2 2024 and held it in 3 quarters.
  • Brookstone Capital Management's NuScale Power position peaked at $433K in Q2 2025.
  • 461 funds tracked by Wall St. Rank held NuScale Power as of Q4 2025.

Based on Brookstone Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.