Cape Investment Advisory’s NuScale Power SMR Stock Holding History

Cape Investment Advisory’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	-70	Closed	-$2.77K	–	1142
2025 Q2	$2.77K	Buy	+70	New	+$1.76K	﹤0.01%	882

Other funds holding SMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cape Investment Advisory's SMR Position: Q3 2025 in Review

Cape Investment Advisory sold out of NuScale Power (SMR) in Q3 2025, closing a stake of 70 shares — an estimated $2.77K sold.

Cape Investment Advisory first reported a position in SMR in Q2 2025 and held it in 1 quarter. The position peaked at $2.77K in Q2 2025. 473 funds tracked by Wall St. Rank hold SMR as of Q3 2025.

Cape Investment Advisory reported no remaining NuScale Power position as of Q3 2025 after selling out during the quarter.
Cape Investment Advisory sold 70 NuScale Power shares in Q3 2025, an estimated $2.77K.
Cape Investment Advisory first reported a position in NuScale Power in Q2 2025 and held it in 1 quarter.
Cape Investment Advisory's NuScale Power position peaked at $2.77K in Q2 2025.
473 funds tracked by Wall St. Rank held NuScale Power as of Q3 2025.

Based on Cape Investment Advisory's 13F filing for Q3 2025, filed 29 Dec 2025.