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Insigneo Advisory Services’s NuScale Power SMR Stock Holding History

Insigneo Advisory Services’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
Q4 		– Sell
-7,949
Closed -$286K – 832
2025
Q3 		$286K Buy
+7,949
New +$317K 0.02% 528

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CS
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 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 $2.9T AUM 29.55% 1-Year Est. Return

Insigneo Advisory Services's SMR Position: Q4 2025 in Review

Insigneo Advisory Services sold out of NuScale Power (SMR) in Q4 2025, closing a stake of 7,949 shares — an estimated $286K sold.

Insigneo Advisory Services first reported a position in SMR in Q3 2025 and held it in 1 quarter. The position peaked at $286K in Q3 2025. 459 funds tracked by Wall St. Rank hold SMR as of Q4 2025.

  • Insigneo Advisory Services reported no remaining NuScale Power position as of Q4 2025 after selling out during the quarter.
  • Insigneo Advisory Services sold 7,949 NuScale Power shares in Q4 2025, an estimated $286K.
  • Insigneo Advisory Services first reported a position in NuScale Power in Q3 2025 and held it in 1 quarter.
  • Insigneo Advisory Services's NuScale Power position peaked at $286K in Q3 2025.
  • 459 funds tracked by Wall St. Rank held NuScale Power as of Q4 2025.

Based on Insigneo Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.