Citigroup

Citigroup’s NuScale Power SMR Stock Holding History

Citigroup’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
2026 Q1	$7.92M	Buy	730,465 +457,948	+168%	+$6.97M	0.01%	1612
2025 Q4	$3.86M	Sell	272,517 -8,652	-3%	-$247K	﹤0.01%	2203
2025 Q3	$10.1M	Buy	281,169 +149,302	+113%	+$5.95M	0.01%	1484
2025 Q2	$5.22M	Buy	131,867 +56,919	+76%	+$1.43M	﹤0.01%	1859
2025 Q1	$1.06M	Sell	74,948 -5,184	-6%	-$105K	﹤0.01%	3219
2024 Q4	$1.44M	Buy	80,132 +22,364	+39%	+$461K	﹤0.01%	3081
2024 Q3	$669K	Buy	57,768 +35,489	+159%	+$362K	﹤0.01%	3546
2024 Q2	$260K	Buy	22,279 +1,560	+8%	+$11.1K	﹤0.01%	3758
2024 Q1	$110K	Buy	20,719 +12,922	+166%	+$46.4K	﹤0.01%	4251
2023 Q4	$25.7K	Buy	7,797 +6,264	+409%	+$22.3K	﹤0.01%	4888
2023 Q3	$7.51K	Sell	1,533 -15,045	-91%	-$99.2K	﹤0.01%	4620
2023 Q2	$113K	Buy	16,578 +16,122	+3,536%	+$131K	﹤0.01%	4186
2023 Q1	$4.14K	Sell	456 -226	-33%	-$2.27K	﹤0.01%	4984
2022 Q4	$7K	Buy	682 +158	+30%	+$1.75K	﹤0.01%	4960
2022 Q3	$7K	Sell	524 -633	-55%	-$8.32K	﹤0.01%	5125
2022 Q2	$12K	Buy	+1,157	New	+$11.6K	﹤0.01%	5283

Other funds holding SMR

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marex Group London $9.64B AUM 31.44% 1-Year Est. Return

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Geode Capital Management

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