HBW
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Hazlett, Burt & Watson’s NuScale Power SMR Stock Holding History

Hazlett, Burt & Watson’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
-10
Closed – – 953
2025
Q3 		$0 Sell
10
-10
-50% -$398 ﹤0.01% 919
2025
Q2 		$0 Sell
20
-30
-60% -$753 ﹤0.01% 856
2025
Q1 		$1K Buy
+50
New +$1.01K ﹤0.01% 772

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hazlett, Burt & Watson's SMR Position: Q4 2025 in Review

Hazlett, Burt & Watson sold out of NuScale Power (SMR) in Q4 2025, closing a stake of 10 shares.

Hazlett, Burt & Watson first reported a position in SMR in Q1 2025 and held it in 3 quarters. The position peaked at $1K in Q1 2025. 459 funds tracked by Wall St. Rank hold SMR as of Q4 2025.

  • Hazlett, Burt & Watson reported no remaining NuScale Power position as of Q4 2025 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 10 NuScale Power shares in Q4 2025.
  • Hazlett, Burt & Watson first reported a position in NuScale Power in Q1 2025 and held it in 3 quarters.
  • Hazlett, Burt & Watson's NuScale Power position peaked at $1K in Q1 2025.
  • 459 funds tracked by Wall St. Rank held NuScale Power as of Q4 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q4 2025, filed 10 Feb 2026.