NewEdge Advisors’s NuScale Power SMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
45,087
+5,151
| +13% | +$149K | 0.01% | 1141 |
|
|
2025
Q1 | $295K | Sell |
39,936
-10,054
| -20% | -$74.2K | ﹤0.01% | 1910 |
|
|
2024
Q4 | $687K | Buy |
49,990
+45,571
| +1,031% | +$626K | ﹤0.01% | 1362 |
|
|
2024
Q3 | $51.2K | Buy |
4,419
+2,419
| +121% | +$28K | ﹤0.01% | 2426 |
|
|
2024
Q2 | $23.4K | Buy |
2,000
+1,000
| +100% | +$11.7K | ﹤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% | +$8.91K | ﹤0.01% | 2598 |
|
|
2022
Q4 | $0 | Buy |
+20
| New | – | ﹤0.01% | 4198 |
|