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McGowan Group Asset Management’s NuScale Power SMR Stock Holding History

McGowan Group Asset Management’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
2024
Q3 		– Sell
-17,473
Closed -$204K – 133
2024
Q2 		$204K Buy
+17,473
New +$124K 0.03% 121
2024
Q1 		– Sell
-65,522
Closed -$216K – 139
2023
Q4 		$216K Sell
65,522
-39,757
-38% -$141K 0.03% 125
2023
Q3 		$516K Buy
105,279
+10,993
+12% +$72.5K 0.08% 71
2023
Q2 		$641K Buy
94,286
+3,037
+3% +$24.6K 0.1% 76
2023
Q1 		$829K Sell
91,249
-85
-0.1% -$853 0.13% 59
2022
Q4 		$937K Buy
91,334
+6,466
+8% +$71.6K 0.15% 56
2022
Q3 		$991K Buy
+84,868
New +$1.11M 0.17% 47

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

McGowan Group Asset Management's SMR Position: Q3 2024 in Review

McGowan Group Asset Management sold out of NuScale Power (SMR) in Q3 2024, closing a stake of 17,473 shares — an estimated $204K sold.

McGowan Group Asset Management first reported a position in SMR in Q3 2022 and held it in 7 quarters. The position peaked at $991K in Q3 2022. 205 funds tracked by Wall St. Rank hold SMR as of Q3 2024.

  • McGowan Group Asset Management reported no remaining NuScale Power position as of Q3 2024 after selling out during the quarter.
  • McGowan Group Asset Management sold 17,473 NuScale Power shares in Q3 2024, an estimated $204K.
  • McGowan Group Asset Management first reported a position in NuScale Power in Q3 2022 and held it in 7 quarters.
  • McGowan Group Asset Management's NuScale Power position peaked at $991K in Q3 2022.
  • 205 funds tracked by Wall St. Rank held NuScale Power as of Q3 2024.

Based on McGowan Group Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.