Gotham Asset Management’s NuScale Power SMR Stock Holding History

Gotham 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	–	Sell	-23,872	Closed	-$338K	–	1849
2025 Q4	$338K	Sell	23,872 -28,094	-54%	-$804K	﹤0.01%	1538
2025 Q3	$1.87M	Sell	51,966 -19,081	-27%	-$760K	0.01%	1023
2025 Q2	$2.81M	Sell	71,047 -46,091	-39%	-$1.16M	0.02%	823
2025 Q1	$1.66M	Buy	117,138 +69,204	+144%	+$1.4M	0.01%	860
2024 Q4	$859K	Sell	47,934 -23,353	-33%	-$482K	0.01%	958
2024 Q3	$826K	Buy	71,287 +37,414	+110%	+$382K	0.01%	960
2024 Q2	$396K	Buy	33,873 +23,447	+225%	+$167K	0.01%	1150
2024 Q1	$55.4K	Buy	+10,426	New	+$37.4K	﹤0.01%	1350

Other funds holding SMR

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gotham Asset Management's SMR Position: Q1 2026 in Review

Gotham Asset Management sold out of NuScale Power (SMR) in Q1 2026, closing a stake of 23,872 shares — an estimated $338K sold.

Gotham Asset Management first reported a position in SMR in Q1 2024 and held it in 8 quarters. The position peaked at $2.81M in Q2 2025. 496 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

Gotham Asset Management reported no remaining NuScale Power position as of Q1 2026 after selling out during the quarter.
Gotham Asset Management sold 23,872 NuScale Power shares in Q1 2026, an estimated $338K.
Gotham Asset Management first reported a position in NuScale Power in Q1 2024 and held it in 8 quarters.
Gotham Asset Management's NuScale Power position peaked at $2.81M in Q2 2025.
496 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Gotham Asset Management's 13F filing for Q1 2026, filed 15 May 2026.