Morgan Stanley
SMR icon

Morgan Stanley’s NuScale Power SMR Stock Holding History

Morgan Stanley’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 		$76.5M Buy
7,052,969
+1,775,064
+34% +$27M ﹤0.01% 1668
2025
Q4 		$74.8M Buy
5,277,905
+2,361,532
+81% +$67.5M ﹤0.01% 1710
2025
Q3 		$105M Sell
2,916,373
-251,906
-8% -$10M 0.01% 1362
2025
Q2 		$125M Buy
3,168,279
+806,845
+34% +$20.2M 0.01% 1159
2025
Q1 		$33.4M Buy
2,361,434
+1,304,113
+123% +$26.4M ﹤0.01% 2188
2024
Q4 		$19M Buy
1,057,321
+506,521
+92% +$10.5M ﹤0.01% 2801
2024
Q3 		$6.38M Buy
550,800
+28,264
+5% +$288K ﹤0.01% 3779
2024
Q2 		$6.11M Sell
522,536
-50,032
-9% -$356K ﹤0.01% 3731
2024
Q1 		$3.04M Sell
572,568
-58,088
-9% -$208K ﹤0.01% 4312
2023
Q4 		$2.07M Sell
630,656
-53,880
-8% -$192K ﹤0.01% 4899
2023
Q3 		$3.35M Buy
684,536
+81,806
+14% +$539K ﹤0.01% 4024
2023
Q2 		$4.1M Buy
602,730
+448,650
+291% +$3.64M ﹤0.01% 3921
2023
Q1 		$1.4M Buy
154,080
+38,379
+33% +$385K ﹤0.01% 4668
2022
Q4 		$1.19M Buy
115,701
+43,769
+61% +$485K ﹤0.01% 4771
2022
Q3 		$841K Buy
71,932
+46,864
+187% +$616K ﹤0.01% 4978
2022
Q2 		$249K Buy
+25,068
New +$251K ﹤0.01% 5789

Other funds holding SMR

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MG
Marex Group London $9.64B AUM 31.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
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
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return