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Hobbs Group Advisors’s NuScale Power SMR Stock Holding History

Hobbs Group Advisors’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
2024
Q4 		– Sell
-2,396
Closed -$27.8K – 538
2024
Q3 		$27.8K Sell
2,396
-24,204
-91% -$247K 0.01% 302
2024
Q2 		$311K Buy
+26,600
New +$189K 0.12% 110

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $15.9M AUM 74.65% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Hobbs Group Advisors's SMR Position: Q4 2024 in Review

Hobbs Group Advisors sold out of NuScale Power (SMR) in Q4 2024, closing a stake of 2,396 shares — an estimated $27.8K sold.

Hobbs Group Advisors first reported a position in SMR in Q2 2024 and held it in 2 quarters. The position peaked at $311K in Q2 2024. 305 funds tracked by Wall St. Rank hold SMR as of Q4 2024.

  • Hobbs Group Advisors reported no remaining NuScale Power position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 2,396 NuScale Power shares in Q4 2024, an estimated $27.8K.
  • Hobbs Group Advisors first reported a position in NuScale Power in Q2 2024 and held it in 2 quarters.
  • Hobbs Group Advisors's NuScale Power position peaked at $311K in Q2 2024.
  • 305 funds tracked by Wall St. Rank held NuScale Power as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.