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Fiduciary Alliance’s NuScale Power SMR Stock Holding History

Fiduciary Alliance’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
-7,354
Closed -$291K – 515
2025
Q2 		$291K Buy
+7,354
New +$185K 0.02% 397
2023
Q3 		– Sell
-7,723
Closed -$52.5K – 817
2023
Q2 		$52.5K Buy
+7,723
New +$62.7K 0.01% 310
2023
Q1 		– Sell
-7,723
Closed -$79.2K – 746
2022
Q4 		$79.2K Buy
+7,723
New +$85.5K 0.02% 183

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fiduciary Alliance's SMR Position: Q3 2025 in Review

Fiduciary Alliance sold out of NuScale Power (SMR) in Q3 2025, closing a stake of 7,354 shares — an estimated $291K sold.

Fiduciary Alliance first reported a position in SMR in Q4 2022 and held it in 3 quarters. The position peaked at $291K in Q2 2025. 473 funds tracked by Wall St. Rank hold SMR as of Q3 2025.

  • Fiduciary Alliance reported no remaining NuScale Power position as of Q3 2025 after selling out during the quarter.
  • Fiduciary Alliance sold 7,354 NuScale Power shares in Q3 2025, an estimated $291K.
  • Fiduciary Alliance first reported a position in NuScale Power in Q4 2022 and held it in 3 quarters.
  • Fiduciary Alliance's NuScale Power position peaked at $291K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held NuScale Power as of Q3 2025.

Based on Fiduciary Alliance's 13F filing for Q3 2025, filed 8 Oct 2025.