EAM
SMR icon

Evanson Asset Management’s NuScale Power SMR Stock Holding History

Evanson 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
2025
Q3 		– Sell
-13,150
Closed -$520K – 341
2025
Q2 		$520K Sell
13,150
-1,850
-12% -$46.4K 0.03% 192
2025
Q1 		$212K Buy
15,000
+4,000
+36% +$80.8K 0.02% 293
2024
Q4 		$197K Sell
11,000
-21,000
-66% -$433K 0.01% 296
2024
Q3 		$371K Buy
32,000
+6,000
+23% +$61.2K 0.03% 211
2024
Q2 		$304K Hold
26,000
– – 0.02% 230
2024
Q1 		$138K Buy
26,000
+7,986
+44% +$28.7K 0.01% 297
2023
Q4 		$59.3K Buy
18,014
+5,000
+38% +$17.8K ﹤0.01% 293
2023
Q3 		$63.8K Hold
13,014
– – 0.01% 278
2023
Q2 		$88.5K Buy
+13,014
New +$106K 0.01% 277

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