Cowen and Company’s NuScale Power SMR Stock Holding History

Cowen and Company’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
2023 Q1	–	Sell	-10,000	Closed	-$103K	–	672
2022 Q4	$103K	Buy	+10,000	New	+$111K	0.01%	208

Other funds holding SMR

GFWEX

G.F.W. Energy XII Dallas, Texas $401K AUM 54.6% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

SCP

SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cowen and Company's SMR Position: Q1 2023 in Review

Cowen and Company sold out of NuScale Power (SMR) in Q1 2023, closing a stake of 10,000 shares — an estimated $103K sold.

Cowen and Company first reported a position in SMR in Q4 2022 and held it in 1 quarter. The position peaked at $103K in Q4 2022. 103 funds tracked by Wall St. Rank hold SMR as of Q1 2023.

Cowen and Company reported no remaining NuScale Power position as of Q1 2023 after selling out during the quarter.
Cowen and Company sold 10,000 NuScale Power shares in Q1 2023, an estimated $103K.
Cowen and Company first reported a position in NuScale Power in Q4 2022 and held it in 1 quarter.
Cowen and Company's NuScale Power position peaked at $103K in Q4 2022.
103 funds tracked by Wall St. Rank held NuScale Power as of Q1 2023.

Based on Cowen and Company's 13F filing for Q1 2023, filed 9 May 2023.