Capital A Wealth Management’s NuScale Power SMR Stock Holding History

Capital A Wealth 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 Q1	–	Sell	-8	Closed	-$143	–	884
2024 Q4	$143	Buy	+8	New	+$165	﹤0.01%	744

Other funds holding SMR

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

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

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SCTC

Samsung C&T Corporation Seoul, South Korea $15.9M AUM 74.65% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Capital A Wealth Management's SMR Position: Q1 2025 in Review

Capital A Wealth Management sold out of NuScale Power (SMR) in Q1 2025, closing a stake of 8 shares — an estimated $143 sold.

Capital A Wealth Management first reported a position in SMR in Q4 2024 and held it in 1 quarter. The position peaked at $143 in Q4 2024. 323 funds tracked by Wall St. Rank hold SMR as of Q1 2025.

Capital A Wealth Management reported no remaining NuScale Power position as of Q1 2025 after selling out during the quarter.
Capital A Wealth Management sold 8 NuScale Power shares in Q1 2025, an estimated $143.
Capital A Wealth Management first reported a position in NuScale Power in Q4 2024 and held it in 1 quarter.
Capital A Wealth Management's NuScale Power position peaked at $143 in Q4 2024.
323 funds tracked by Wall St. Rank held NuScale Power as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.