CIBC Private Wealth Group
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CIBC Private Wealth Group’s NuScale Power SMR Stock Holding History

CIBC Private Wealth 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
Q4 		$37.1K Buy
2,620
+610
+30% +$17.4K ﹤0.01% 1912
2025
Q3 		$72.4K Sell
2,010
-225
-10% -$8.97K ﹤0.01% 1630
2025
Q2 		$88.4K Sell
2,235
-28,332
-93% -$711K ﹤0.01% 1441
2025
Q1 		$425K Sell
30,567
-9,475
-24% -$192K ﹤0.01% 848
2024
Q4 		$788K Buy
40,042
+38,234
+2,115% +$789K ﹤0.01% 751
2024
Q3 		$20.9K Buy
1,808
+1,224
+210% +$12.5K ﹤0.01% 2138
2024
Q2 		$8K Buy
+584
New +$4.16K ﹤0.01% 2368

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 $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIBC Private Wealth Group's SMR Position: Q4 2025 in Review

CIBC Private Wealth Group increased its NuScale Power (SMR) stake by 30% in Q4 2025, buying an estimated $17.4K and bringing the position to 2,620 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1912.

CIBC Private Wealth Group first reported a position in SMR in Q2 2024 and has held it in 7 quarters since. The position peaked at $788K in Q4 2024. 459 funds tracked by Wall St. Rank hold SMR as of Q4 2025.

  • CIBC Private Wealth Group held 2,620 shares of NuScale Power worth $37.1K as of Q4 2025.
  • CIBC Private Wealth Group bought 610 NuScale Power shares in Q4 2025, an estimated $17.4K.
  • NuScale Power made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1912 holding.
  • CIBC Private Wealth Group first reported a position in NuScale Power in Q2 2024 and has held it in 7 quarters since.
  • CIBC Private Wealth Group's NuScale Power position peaked at $788K in Q4 2024.
  • 459 funds tracked by Wall St. Rank held NuScale Power as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.