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Ferguson Wellman Capital Management’s NuScale Power SMR Stock Holding History

Ferguson Wellman Capital 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
Q4 		– Sell
-7,700
Closed -$277K – 366
2025
Q3 		$277K Hold
7,700
– – ﹤0.01% 315
2025
Q2 		$305K Buy
+7,700
New +$193K 0.01% 290

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BlackRock
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CS
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ferguson Wellman Capital Management's SMR Position: Q4 2025 in Review

Ferguson Wellman Capital Management sold out of NuScale Power (SMR) in Q4 2025, closing a stake of 7,700 shares — an estimated $277K sold.

Ferguson Wellman Capital Management first reported a position in SMR in Q2 2025 and held it in 2 quarters. The position peaked at $305K in Q2 2025. 461 funds tracked by Wall St. Rank hold SMR as of Q4 2025.

  • Ferguson Wellman Capital Management reported no remaining NuScale Power position as of Q4 2025 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 7,700 NuScale Power shares in Q4 2025, an estimated $277K.
  • Ferguson Wellman Capital Management first reported a position in NuScale Power in Q2 2025 and held it in 2 quarters.
  • Ferguson Wellman Capital Management's NuScale Power position peaked at $305K in Q2 2025.
  • 461 funds tracked by Wall St. Rank held NuScale Power as of Q4 2025.

Based on Ferguson Wellman Capital Management's 13F filing for Q4 2025, filed 13 Jan 2026.