Janney Montgomery Scott
SMR icon

Janney Montgomery Scott’s NuScale Power SMR Stock Holding History

Janney Montgomery Scott’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
2026
Q1 		$174K Buy
16,012
+2,549
+19% +$38.8K ﹤0.01% 2647
2025
Q4 		$191K Sell
13,463
-59,441
-82% -$1.7M ﹤0.01% 2815
2025
Q3 		$2.63M Buy
72,904
+15,903
+28% +$634K 0.01% 1191
2025
Q2 		$2.25M Sell
57,001
-27,777
-33% -$697K 0.01% 1152
2025
Q1 		$1.2M Buy
84,778
+73,504
+652% +$1.49M ﹤0.01% 1434
2024
Q4 		$202K Buy
+11,274
New +$233K ﹤0.01% 2545
2024
Q1 		– Sell
-64,500
Closed -$212K – 2820
2023
Q4 		$212K Buy
64,500
+19,800
+44% +$70.4K ﹤0.01% 2432
2023
Q3 		$219K Buy
44,700
+900
+2% +$5.93K ﹤0.01% 2339
2023
Q2 		$298K Buy
43,800
+12,500
+40% +$101K ﹤0.01% 2225
2023
Q1 		$285K Buy
31,300
+10,200
+48% +$102K ﹤0.01% 2080
2022
Q4 		$216K Buy
21,100
+8,900
+73% +$98.5K ﹤0.01% 2333
2022
Q3 		$142K Buy
+12,200
New +$160K ﹤0.01% 2357

Other funds holding SMR

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MG
Marex Group London $9.64B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return