Kestra Advisory Services’s NuScale Power SMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Buy |
98,278
+23,692
| +32% | +$937K | 0.02% | 753 |
|
|
2025
Q1 | $1.06M | Buy |
74,586
+5,525
| +8% | +$78.2K | 0.01% | 1366 |
|
|
2024
Q4 | $1.24M | Buy |
69,061
+25,682
| +59% | +$460K | 0.01% | 1269 |
|
|
2024
Q3 | $502K | Buy |
43,379
+6,305
| +17% | +$73K | ﹤0.01% | 1754 |
|
|
2024
Q2 | $433K | Buy |
+37,074
| New | +$433K | ﹤0.01% | 1866 |
|