HighTower Advisors’s NuScale Power SMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$674K Sell
62,157
-7,770
-11% -$118K ﹤0.01% 2474
2025
Q4
$991K Buy
69,927
+3,818
+6% +$109K ﹤0.01% 2122
2025
Q3
$2.38M Buy
66,109
+16,629
+34% +$663K ﹤0.01% 1533
2025
Q2
$1.96M Buy
49,480
+6,023
+14% +$151K ﹤0.01% 1578
2025
Q1
$615K Buy
43,457
+25,174
+138% +$509K ﹤0.01% 2300
2024
Q4
$328K Buy
18,283
+6,175
+51% +$127K ﹤0.01% 2824
2024
Q3
$140K Buy
12,108
+820
+7% +$8.36K ﹤0.01% 3233
2024
Q2
$132K Buy
+11,288
New +$80.4K ﹤0.01% 3141

Other funds holding SMR