Nisa Investment Advisors
SMR icon

Nisa Investment Advisors’s NuScale Power SMR Stock Holding History

Nisa Investment 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 		$15.9K Sell
1,470
-219
-13% -$3.33K ﹤0.01% 2095
2025
Q4 		$23.9K Sell
1,689
-1,266
-43% -$36.2K ﹤0.01% 1873
2025
Q3 		$106K Buy
2,955
+26
+0.9% +$1.04K ﹤0.01% 1419
2025
Q2 		$116K Buy
2,929
+1,282
+78% +$32.2K ﹤0.01% 1355
2025
Q1 		$23.3K Buy
1,647
+1,129
+218% +$22.8K ﹤0.01% 1819
2024
Q4 		$9.29K Buy
518
+71
+16% +$1.47K ﹤0.01% 2152
2024
Q3 		$5.18K Buy
447
+87
+24% +$887 ﹤0.01% 2220
2024
Q2 		$4.21K Buy
360
+36
+11% +$256 ﹤0.01% 2288
2024
Q1 		$1.72K Buy
324
+284
+710% +$1.02K ﹤0.01% 2263
2023
Q4 		$132 Sell
40
-40
-50% -$142 ﹤0.01% 2598
2023
Q3 		$392 Buy
80
+40
+100% +$264 ﹤0.01% 2565
2023
Q2 		$272 Buy
+40
New +$325 ﹤0.01% 2670

Other funds holding SMR

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VPM
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VCM
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MG
Marex Group London $9.64B AUM 31.44% 1-Year Est. Return
Morgan Stanley
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
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