Envestnet Asset Management
SMR icon

Envestnet Asset Management’s NuScale Power SMR Stock Holding History

Envestnet Asset 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
2026
Q1 		$379K Buy
34,983
+11,579
+49% +$176K ﹤0.01% 4130
2025
Q4 		$332K Buy
23,404
+7,802
+50% +$223K ﹤0.01% 3963
2025
Q3 		$562K Sell
15,602
-468
-3% -$18.6K ﹤0.01% 3684
2025
Q2 		$636K Buy
+16,070
New +$403K ﹤0.01% 3529
2024
Q2 		– Sell
-13,513
Closed -$71.8K – 4292
2024
Q1 		$71.8K Buy
13,513
+723
+6% +$2.59K ﹤0.01% 4086
2023
Q4 		$42.1K Sell
12,790
-404
-3% -$1.44K ﹤0.01% 3993
2023
Q3 		$64.7K Buy
13,194
+459
+4% +$3.03K ﹤0.01% 3918
2023
Q2 		$86.6K Buy
12,735
+1,230
+11% +$9.98K ﹤0.01% 3843
2023
Q1 		$105K Buy
11,505
+1,423
+14% +$14.3K ﹤0.01% 3791
2022
Q4 		$103K Buy
+10,082
New +$112K ﹤0.01% 3809

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