Macquarie Group

Macquarie Group’s NuScale Power SMR Stock Holding History

Macquarie Group’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	$17.4K	Sell	1,605 -605	-27%	-$9.21K	﹤0.01%	804
2025 Q4	$31.3K	Sell	2,210 -218,834	-99%	-$6.26M	﹤0.01%	818
2025 Q3	$7.96M	Buy	221,044 +220,444	+36,741%	+$8.78M	0.01%	853
2025 Q2	$23.7K	Buy	+600	New	+$15.1K	﹤0.01%	1609
2025 Q1	–	Sell	-5,131	Closed	-$92	–	1793
2024 Q4	$92	Buy	+5,131	New	+$106K	﹤0.01%	1627
2024 Q3	–	Sell	-109,603	Closed	-$1.28M	–	1880
2024 Q2	$1.28M	Buy	+109,603	New	+$781K	﹤0.01%	1329
2024 Q1	–	Sell	-859,549	Closed	-$2.83M	–	1946
2023 Q4	$2.83M	Sell	859,549 -26,299	-3%	-$93.5K	﹤0.01%	1126
2023 Q3	$4.34M	Sell	885,848 -29,179	-3%	-$192K	0.01%	959
2023 Q2	$6.22M	Sell	915,027 -56,677	-6%	-$460K	0.01%	888
2023 Q1	$8.83M	Sell	971,704 -23,535	-2%	-$236K	0.01%	829
2022 Q4	$10.2M	Buy	995,239 +85,326	+9%	+$945K	0.01%	830
2022 Q3	$10.6M	Sell	909,913 -100,129	-10%	-$1.32M	0.01%	819
2022 Q2	$10.1M	Buy	+1,010,042	New	+$10.1M	0.01%	868

Other funds holding SMR

VanEck Associates

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marex Group London $9.64B AUM 31.44% 1-Year Est. Return

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 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