HighTower Advisors’s NuScale Power SMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.96M Buy
49,480
+6,023
+14% +$238K ﹤0.01% 1578
2025
Q1
$615K Buy
43,457
+25,174
+138% +$356K ﹤0.01% 2288
2024
Q4
$328K Buy
18,283
+6,175
+51% +$111K ﹤0.01% 2806
2024
Q3
$140K Buy
12,108
+820
+7% +$9.48K ﹤0.01% 3215
2024
Q2
$132K Buy
+11,288
New +$132K ﹤0.01% 3109