EWM
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Empirical Wealth Management’s NuScale Power SMR Stock Holding History

Empirical Wealth 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
Q3 		– Sell
-5,474
Closed -$217K – 837
2025
Q2 		$217K Buy
+5,474
New +$137K ﹤0.01% 625

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SCTC
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CS
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TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Empirical Wealth Management's SMR Position: Q3 2025 in Review

Empirical Wealth Management sold out of NuScale Power (SMR) in Q3 2025, closing a stake of 5,474 shares — an estimated $217K sold.

Empirical Wealth Management first reported a position in SMR in Q2 2025 and held it in 1 quarter. The position peaked at $217K in Q2 2025. 473 funds tracked by Wall St. Rank hold SMR as of Q3 2025.

  • Empirical Wealth Management reported no remaining NuScale Power position as of Q3 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 5,474 NuScale Power shares in Q3 2025, an estimated $217K.
  • Empirical Wealth Management first reported a position in NuScale Power in Q2 2025 and held it in 1 quarter.
  • Empirical Wealth Management's NuScale Power position peaked at $217K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held NuScale Power as of Q3 2025.

Based on Empirical Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.