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Catalina Capital Group’s NuScale Power SMR Stock Holding History

Catalina Capital Group’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
-12,662
Closed -$227K – 335
2024
Q4 		$227K Buy
12,662
+24
+0.2% +$495 0.07% 270
2024
Q3 		$146K Buy
12,638
+809
+7% +$8.25K 0.05% 316
2024
Q2 		$138K Buy
+11,829
New +$84.3K 0.05% 282

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Catalina Capital Group's SMR Position: Q1 2025 in Review

Catalina Capital Group sold out of NuScale Power (SMR) in Q1 2025, closing a stake of 12,662 shares — an estimated $227K sold.

Catalina Capital Group first reported a position in SMR in Q2 2024 and held it in 3 quarters. The position peaked at $227K in Q4 2024. 323 funds tracked by Wall St. Rank hold SMR as of Q1 2025.

  • Catalina Capital Group reported no remaining NuScale Power position as of Q1 2025 after selling out during the quarter.
  • Catalina Capital Group sold 12,662 NuScale Power shares in Q1 2025, an estimated $227K.
  • Catalina Capital Group first reported a position in NuScale Power in Q2 2024 and held it in 3 quarters.
  • Catalina Capital Group's NuScale Power position peaked at $227K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held NuScale Power as of Q1 2025.

Based on Catalina Capital Group's 13F filing for Q1 2025, filed 21 Apr 2025.