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Kestra Private Wealth Services’s NuScale Power SMR Stock Holding History

Kestra Private Wealth 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
2026
Q1 		$1.21M Buy
112,084
+52,045
+87% +$792K 0.02% 743
2025
Q4 		$851K Buy
60,039
+8,084
+16% +$231K 0.01% 878
2025
Q3 		$1.87M Buy
51,955
+5,250
+11% +$209K 0.02% 545
2025
Q2 		$1.85M Buy
46,705
+8,932
+24% +$224K 0.03% 521
2025
Q1 		$535K Buy
37,773
+22,023
+140% +$445K 0.01% 926
2024
Q4 		$282K Sell
15,750
-800
-5% -$16.5K ﹤0.01% 1160
2024
Q3 		$192K Buy
16,550
+100
+0.6% +$1.02K ﹤0.01% 1275
2024
Q2 		$192K Buy
+16,450
New +$117K ﹤0.01% 1243

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VPM
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VCM
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MG
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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