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NEOS Investment Management’s NuScale Power SMR Stock Holding History

NEOS Investment 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
2025
Q1 		– Sell
-16,560
Closed -$297K – 615
2024
Q4 		$297K Buy
+16,560
New +$342K 0.01% 555

Other funds holding SMR

Vanguard Group
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $15.9M AUM 74.65% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NEOS Investment Management's SMR Position: Q1 2025 in Review

NEOS Investment Management sold out of NuScale Power (SMR) in Q1 2025, closing a stake of 16,560 shares — an estimated $297K sold.

NEOS Investment Management first reported a position in SMR in Q4 2024 and held it in 1 quarter. The position peaked at $297K in Q4 2024. 323 funds tracked by Wall St. Rank hold SMR as of Q1 2025.

  • NEOS Investment Management reported no remaining NuScale Power position as of Q1 2025 after selling out during the quarter.
  • NEOS Investment Management sold 16,560 NuScale Power shares in Q1 2025, an estimated $297K.
  • NEOS Investment Management first reported a position in NuScale Power in Q4 2024 and held it in 1 quarter.
  • NEOS Investment Management's NuScale Power position peaked at $297K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held NuScale Power as of Q1 2025.

Based on NEOS Investment Management's 13F filing for Q1 2025, filed 15 May 2025.