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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

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $15.9M AUM 74.65% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Evanson Asset Management's SMR Position: Q3 2025 in Review

Evanson Asset Management sold out of NuScale Power (SMR) in Q3 2025, closing a stake of 13,150 shares — an estimated $520K sold.

Evanson Asset Management first reported a position in SMR in Q2 2023 and held it in 9 quarters. The position peaked at $520K in Q2 2025. 475 funds tracked by Wall St. Rank hold SMR as of Q3 2025.

  • Evanson Asset Management reported no remaining NuScale Power position as of Q3 2025 after selling out during the quarter.
  • Evanson Asset Management sold 13,150 NuScale Power shares in Q3 2025, an estimated $520K.
  • Evanson Asset Management first reported a position in NuScale Power in Q2 2023 and held it in 9 quarters.
  • Evanson Asset Management's NuScale Power position peaked at $520K in Q2 2025.
  • 475 funds tracked by Wall St. Rank held NuScale Power as of Q3 2025.

Based on Evanson Asset Management's 13F filing for Q3 2025, filed 14 Oct 2025.