Envestnet Asset Management’s NuScale Power SMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $636K | Buy |
+16,070
| New | +$636K | ﹤0.01% | 3529 |
|
|
2024
Q2 | – | Sell |
-13,513
| Closed | -$71.8K | – | 4292 |
|
|
2024
Q1 | $71.8K | Buy |
13,513
+723
| +6% | +$3.84K | ﹤0.01% | 4086 |
|
|
2023
Q4 | $42.1K | Sell |
12,790
-404
| -3% | -$1.33K | ﹤0.01% | 3993 |
|
|
2023
Q3 | $64.7K | Buy |
13,194
+459
| +4% | +$2.25K | ﹤0.01% | 3918 |
|
|
2023
Q2 | $86.6K | Buy |
12,735
+1,230
| +11% | +$8.36K | ﹤0.01% | 3843 |
|
|
2023
Q1 | $105K | Buy |
11,505
+1,423
| +14% | +$12.9K | ﹤0.01% | 3791 |
|
|
2022
Q4 | $103K | Buy |
+10,082
| New | +$103K | ﹤0.01% | 3809 |
|