DADC
SMR icon

D.A. Davidson & Co’s NuScale Power SMR Stock Holding History

D.A. Davidson & Co’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 		$393K Buy
36,227
+1,568
+5% +$23.9K ﹤0.01% 1258
2025
Q4 		$491K Buy
34,659
+13,210
+62% +$378K ﹤0.01% 1152
2025
Q3 		$772K Buy
21,449
+627
+3% +$25K ﹤0.01% 963
2025
Q2 		$824K Buy
20,822
+212
+1% +$5.32K 0.01% 869
2025
Q1 		$292K Hold
20,610
– – ﹤0.01% 1208
2024
Q4 		$370K Hold
20,610
– – ﹤0.01% 1139
2024
Q3 		$239K Buy
20,610
+305
+2% +$3.11K ﹤0.01% 1249
2024
Q2 		$237K Buy
20,305
+1,105
+6% +$7.87K ﹤0.01% 1236
2024
Q1 		$102K Buy
+19,200
New +$68.9K ﹤0.01% 1344

Other funds holding SMR

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MG
Marex Group London $9.64B AUM 31.44% 1-Year Est. Return
Morgan Stanley
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
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