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Consolidated Portfolio Review Corp’s NuScale Power SMR Stock Holding History

Consolidated Portfolio Review Corp’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 		– Sell
-12,570
Closed -$453K – 340
2025
Q3 		$453K Sell
12,570
-473
-4% -$18.8K 0.06% 282
2025
Q2 		$516K Buy
+13,043
New +$327K 0.07% 247

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 $6.73T AUM 46.02% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 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 $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Consolidated Portfolio Review Corp's SMR Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of NuScale Power (SMR) in Q4 2025, closing a stake of 12,570 shares — an estimated $453K sold.

Consolidated Portfolio Review Corp first reported a position in SMR in Q2 2025 and held it in 2 quarters. The position peaked at $516K in Q2 2025. 460 funds tracked by Wall St. Rank hold SMR as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining NuScale Power position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 12,570 NuScale Power shares in Q4 2025, an estimated $453K.
  • Consolidated Portfolio Review Corp first reported a position in NuScale Power in Q2 2025 and held it in 2 quarters.
  • Consolidated Portfolio Review Corp's NuScale Power position peaked at $516K in Q2 2025.
  • 460 funds tracked by Wall St. Rank held NuScale Power as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.