Hoey Investments’s NuScale Power SMR Stock Holding History

Hoey Investments’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
2023 Q1	–	Sell	-3,500	Closed	-$35.9K	–	365
2022 Q4	$35.9K	Hold	3,500	–	–	0.02%	150
2022 Q3	$41K	Buy	+3,500	New	+$46K	0.02%	152

Other funds holding SMR

GFWEX

G.F.W. Energy XII Dallas, Texas $401K AUM 54.6% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

SCP

SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hoey Investments's SMR Position: Q1 2023 in Review

Hoey Investments sold out of NuScale Power (SMR) in Q1 2023, closing a stake of 3,500 shares — an estimated $35.9K sold.

Hoey Investments first reported a position in SMR in Q3 2022 and held it in 2 quarters. The position peaked at $41K in Q3 2022. 103 funds tracked by Wall St. Rank hold SMR as of Q1 2023.

Hoey Investments reported no remaining NuScale Power position as of Q1 2023 after selling out during the quarter.
Hoey Investments sold 3,500 NuScale Power shares in Q1 2023, an estimated $35.9K.
Hoey Investments first reported a position in NuScale Power in Q3 2022 and held it in 2 quarters.
Hoey Investments's NuScale Power position peaked at $41K in Q3 2022.
103 funds tracked by Wall St. Rank held NuScale Power as of Q1 2023.

Based on Hoey Investments's 13F filing for Q1 2023, filed 11 May 2023.