NewEdge Advisors’s NuScale Power SMR Stock Holding History

NewEdge Advisors’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	$346K	Buy	48,430 +25,293	+109%	+$385K	﹤0.01%	2240
2025 Q4	$328K	Sell	23,137 -38,653	-63%	-$1.11M	﹤0.01%	2257
2025 Q3	$1.24M	Buy	61,790 +16,703	+37%	+$666K	0.01%	1276
2025 Q2	$1.3M	Buy	45,087 +5,151	+13%	+$129K	0.01%	1141
2025 Q1	$295K	Sell	39,936 -10,054	-20%	-$203K	﹤0.01%	1910
2024 Q4	$687K	Buy	49,990 +45,571	+1,031%	+$940K	﹤0.01%	1362
2024 Q3	$51.2K	Buy	4,419 +2,419	+121%	+$24.7K	﹤0.01%	2426
2024 Q2	$23.4K	Buy	2,000 +1,000	+100%	+$7.12K	﹤0.01%	2584
2024 Q1	$5.31K	Hold	1,000	–	–	﹤0.01%	3116
2023 Q4	$3.29K	Hold	1,000	–	–	﹤0.01%	3236
2023 Q3	$4.9K	Hold	1,000	–	–	﹤0.01%	2819
2023 Q2	$6.8K	Hold	1,000	–	–	﹤0.01%	2720
2023 Q1	$9.09K	Buy	1,000 +980	+4,900%	+$9.83K	﹤0.01%	2598
2022 Q4	$0	Buy	+20	New	+$221	﹤0.01%	4198

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