LRI Investments’s NuScale Power SMR Stock Holding History

LRI Investments’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	-29	Closed	-$411	–	1496
2025 Q4	$411	Buy	+29	New	+$829	﹤0.01%	1324
2025 Q1	–	Sell	-198	Closed	-$3.55K	–	1248
2024 Q4	$3.55K	Buy	+198	New	+$4.08K	﹤0.01%	994

Other funds holding SMR

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LRI Investments's SMR Position: Q1 2026 in Review

LRI Investments sold out of NuScale Power (SMR) in Q1 2026, closing a stake of 29 shares — an estimated $411 sold.

LRI Investments first reported a position in SMR in Q4 2024 and held it in 2 quarters. The position peaked at $3.55K in Q4 2024. 496 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

LRI Investments reported no remaining NuScale Power position as of Q1 2026 after selling out during the quarter.
LRI Investments sold 29 NuScale Power shares in Q1 2026, an estimated $411.
LRI Investments first reported a position in NuScale Power in Q4 2024 and held it in 2 quarters.
LRI Investments's NuScale Power position peaked at $3.55K in Q4 2024.
496 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on LRI Investments's 13F filing for Q1 2026, filed 30 Apr 2026.