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Mark Sheptoff Financial Planning’s NuScale Power SMR Stock Holding History

Mark Sheptoff Financial Planning’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
Q2 		– Sell
-300
Closed -$4.25K – 528
2025
Q1 		$4.25K Buy
+300
New +$6.06K ﹤0.01% 386

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return

Mark Sheptoff Financial Planning's SMR Position: Q2 2025 in Review

Mark Sheptoff Financial Planning sold out of NuScale Power (SMR) in Q2 2025, closing a stake of 300 shares — an estimated $4.25K sold.

Mark Sheptoff Financial Planning first reported a position in SMR in Q1 2025 and held it in 1 quarter. The position peaked at $4.25K in Q1 2025. 441 funds tracked by Wall St. Rank hold SMR as of Q2 2025.

  • Mark Sheptoff Financial Planning reported no remaining NuScale Power position as of Q2 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 NuScale Power shares in Q2 2025, an estimated $4.25K.
  • Mark Sheptoff Financial Planning first reported a position in NuScale Power in Q1 2025 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's NuScale Power position peaked at $4.25K in Q1 2025.
  • 441 funds tracked by Wall St. Rank held NuScale Power as of Q2 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2025, filed 6 Aug 2025.