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Limestone Investment Advisors’s NuScale Power SMR Stock Holding History

Limestone Investment 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
2025
Q3 		– Sell
-7,600
Closed -$301K – 653
2025
Q2 		$301K Buy
+7,600
New +$191K 0.03% 324

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VanEck Associates
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SCTC
Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return
CS
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TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Limestone Investment Advisors's SMR Position: Q3 2025 in Review

Limestone Investment Advisors sold out of NuScale Power (SMR) in Q3 2025, closing a stake of 7,600 shares — an estimated $301K sold.

Limestone Investment Advisors first reported a position in SMR in Q2 2025 and held it in 1 quarter. The position peaked at $301K in Q2 2025. 473 funds tracked by Wall St. Rank hold SMR as of Q3 2025.

  • Limestone Investment Advisors reported no remaining NuScale Power position as of Q3 2025 after selling out during the quarter.
  • Limestone Investment Advisors sold 7,600 NuScale Power shares in Q3 2025, an estimated $301K.
  • Limestone Investment Advisors first reported a position in NuScale Power in Q2 2025 and held it in 1 quarter.
  • Limestone Investment Advisors's NuScale Power position peaked at $301K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held NuScale Power as of Q3 2025.

Based on Limestone Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.