JCA
SMR icon

Jade Capital Advisors’s NuScale Power SMR Stock Holding History

Jade Capital 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
Q3 		$463K Buy
40,000
+10,000
+33% +$102K 0.29% 84
2024
Q2 		$351K Buy
+30,000
New +$214K 0.25% 78

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jade Capital Advisors's SMR Position: Q3 2024 in Review

Jade Capital Advisors increased its NuScale Power (SMR) stake by 33% in Q3 2024, buying an estimated $102K and bringing the position to 40,000 shares worth $463K. The position accounts for 0.29% of the portfolio, ranked #84.

Jade Capital Advisors first reported a position in SMR in Q2 2024 and has held it in 2 quarters since. 205 funds tracked by Wall St. Rank hold SMR as of Q3 2024.

  • Jade Capital Advisors held 40,000 shares of NuScale Power worth $463K as of Q3 2024.
  • Jade Capital Advisors bought 10,000 NuScale Power shares in Q3 2024, an estimated $102K.
  • NuScale Power made up 0.29% of Jade Capital Advisors's portfolio in Q3 2024, its #84 holding.
  • Jade Capital Advisors first reported a position in NuScale Power in Q2 2024 and has held it in 2 quarters since.
  • 205 funds tracked by Wall St. Rank held NuScale Power as of Q3 2024.

Based on Jade Capital Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.