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Laurel Wealth Advisors (North Carolina)’s NuScale Power SMR Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-70
Closed -$992 – 572
2025
Q4 		$992 Buy
+70
New +$2K ﹤0.01% 640

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Laurel Wealth Advisors (North Carolina)'s SMR Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of NuScale Power (SMR) in Q1 2026, closing a stake of 70 shares — an estimated $992 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SMR in Q4 2025 and held it in 1 quarter. The position peaked at $992 in Q4 2025. 496 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining NuScale Power position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 70 NuScale Power shares in Q1 2026, an estimated $992.
  • Laurel Wealth Advisors (North Carolina) first reported a position in NuScale Power in Q4 2025 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s NuScale Power position peaked at $992 in Q4 2025.
  • 496 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.