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Oliver Lagore Vanvalin Investment Group’s NuScale Power SMR Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q2 		$24.8K Buy
+1,750
New +$43.9K 0.01% 322
2024
Q4 		$41.1K Sell
2,295
-705
-24% -$14.5K 0.01% 277
2024
Q3 		$34.7K Hold
3,000
– – 0.01% 281
2024
Q2 		$35.1K Hold
3,000
– – 0.01% 275
2024
Q1 		$15.9K Buy
+3,000
New +$10.8K ﹤0.01% 365

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SMR Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in NuScale Power (SMR) in Q2 2025: 1,750 shares worth $24.8K. The stake represents 0.01% of the portfolio and ranks #322 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SMR as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SMR in Q1 2024 and has held it in 5 quarters since. The position peaked at $41.1K in Q4 2024. 441 funds tracked by Wall St. Rank hold SMR as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 1,750 shares of NuScale Power worth $24.8K as of Q2 2025.
  • NuScale Power was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • NuScale Power made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #322 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in NuScale Power in Q1 2024 and has held it in 5 quarters since.
  • Oliver Lagore Vanvalin Investment Group's NuScale Power position peaked at $41.1K in Q4 2024.
  • 441 funds tracked by Wall St. Rank held NuScale Power as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.