CCM
SMR icon

Coldstream Capital Management’s NuScale Power SMR Stock Holding History

Coldstream Capital 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
Q2 		– Sell
-452
Closed -$6.4K – 3017
2025
Q1 		$6.4K Buy
+452
New +$9.14K ﹤0.01% 2581

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
SCTC
Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return

Coldstream Capital Management's SMR Position: Q2 2025 in Review

Coldstream Capital Management sold out of NuScale Power (SMR) in Q2 2025, closing a stake of 452 shares — an estimated $6.4K sold.

Coldstream Capital Management first reported a position in SMR in Q1 2025 and held it in 1 quarter. The position peaked at $6.4K in Q1 2025. 441 funds tracked by Wall St. Rank hold SMR as of Q2 2025.

  • Coldstream Capital Management reported no remaining NuScale Power position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 452 NuScale Power shares in Q2 2025, an estimated $6.4K.
  • Coldstream Capital Management first reported a position in NuScale Power in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's NuScale Power position peaked at $6.4K in Q1 2025.
  • 441 funds tracked by Wall St. Rank held NuScale Power as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.