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Householder Group Estate & Retirement Specialist’s NuScale Power SMR Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$1K Hold
66
– – ﹤0.01% 523
2024
Q3 		$0 Buy
+66
New +$673 ﹤0.01% 1310
2024
Q2 		– Sell
-66
Closed -$350 – 1324
2024
Q1 		$350 Hold
66
– – ﹤0.01% 1185
2023
Q4 		$0 Hold
66
– – ﹤0.01% 1312
2023
Q3 		$323 Buy
+66
New +$435 ﹤0.01% 1209
2023
Q1 		$1K Hold
66
– – ﹤0.01% 1180
2022
Q4 		$0 Hold
66
– – ﹤0.01% 1001
2022
Q3 		$0 Buy
+66
New +$867 ﹤0.01% 1187

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 $73.7B AUM 53.56% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SMR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its NuScale Power (SMR) position steady in Q4 2024 at 66 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Householder Group Estate & Retirement Specialist first reported a position in SMR in Q3 2022 and has held it in 8 quarters since. 305 funds tracked by Wall St. Rank hold SMR as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 66 shares of NuScale Power worth $1K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its NuScale Power share count unchanged in Q4 2024.
  • NuScale Power made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #523 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in NuScale Power in Q3 2022 and has held it in 8 quarters since.
  • 305 funds tracked by Wall St. Rank held NuScale Power as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.