Lincoln Capital’s NuScale Power SMR Stock Holding History

Lincoln Capital’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 Q1	–	Sell	-15,956	Closed	-$286K	–	121
2024 Q4	$286K	Hold	15,956	–	–	0.06%	99
2024 Q3	$185K	Hold	15,956	–	–	0.04%	111
2024 Q2	$187K	Hold	15,956	–	–	0.04%	108
2024 Q1	$84.7K	Hold	15,956	–	–	0.02%	110
2023 Q4	$52.5K	Hold	15,956	–	–	0.01%	108
2023 Q3	$78.2K	Buy	+15,956	New	+$105K	0.02%	104

Other funds holding SMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCTC

Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lincoln Capital's SMR Position: Q1 2025 in Review

Lincoln Capital sold out of NuScale Power (SMR) in Q1 2025, closing a stake of 15,956 shares — an estimated $286K sold.

Lincoln Capital first reported a position in SMR in Q3 2023 and held it in 6 quarters. The position peaked at $286K in Q4 2024. 323 funds tracked by Wall St. Rank hold SMR as of Q1 2025.

Lincoln Capital reported no remaining NuScale Power position as of Q1 2025 after selling out during the quarter.
Lincoln Capital sold 15,956 NuScale Power shares in Q1 2025, an estimated $286K.
Lincoln Capital first reported a position in NuScale Power in Q3 2023 and held it in 6 quarters.
Lincoln Capital's NuScale Power position peaked at $286K in Q4 2024.
323 funds tracked by Wall St. Rank held NuScale Power as of Q1 2025.

Based on Lincoln Capital's 13F filing for Q1 2025, filed 13 May 2025.