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Indie Asset Partners’s NuScale Power SMR Stock Holding History

Indie Asset Partners’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
2025
Q1 		– Sell
-14,350
Closed -$257K – 114
2024
Q4 		$257K Sell
14,350
-4,450
-24% -$91.8K 0.2% 87
2024
Q3 		$218K Buy
18,800
+1,250
+7% +$12.8K 0.16% 108
2024
Q2 		$205K Buy
17,550
+1,150
+7% +$8.19K 0.16% 92
2024
Q1 		$87.1K Buy
+16,400
New +$58.8K 0.08% 82

Other funds holding SMR

Vanguard Group
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $15.9M AUM 74.65% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Indie Asset Partners's SMR Position: Q1 2025 in Review

Indie Asset Partners sold out of NuScale Power (SMR) in Q1 2025, closing a stake of 14,350 shares — an estimated $257K sold.

Indie Asset Partners first reported a position in SMR in Q1 2024 and held it in 4 quarters. The position peaked at $257K in Q4 2024. 323 funds tracked by Wall St. Rank hold SMR as of Q1 2025.

  • Indie Asset Partners reported no remaining NuScale Power position as of Q1 2025 after selling out during the quarter.
  • Indie Asset Partners sold 14,350 NuScale Power shares in Q1 2025, an estimated $257K.
  • Indie Asset Partners first reported a position in NuScale Power in Q1 2024 and held it in 4 quarters.
  • Indie Asset Partners's NuScale Power position peaked at $257K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held NuScale Power as of Q1 2025.

Based on Indie Asset Partners's 13F filing for Q1 2025, filed 7 May 2025.