CAPTRUST Financial Advisors’s NuScale Power SMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$666K Buy
16,838
+5,035
+43% +$199K ﹤0.01% 1558
2025
Q1
$167K Sell
11,803
-3,363
-22% -$47.6K ﹤0.01% 2194
2024
Q4
$272K Buy
+15,166
New +$272K ﹤0.01% 1973