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Orion Portfolio Solutions’s NuScale Power SMR Stock Holding History

Orion Portfolio Solutions’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 		$423K Buy
29,865
+19,735
+195% +$399K ﹤0.01% 1486
2024
Q4 		$182K Buy
+10,130
New +$209K ﹤0.01% 1762

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orion Portfolio Solutions's SMR Position: Q1 2025 in Review

Orion Portfolio Solutions increased its NuScale Power (SMR) stake by 195% in Q1 2025, buying an estimated $399K and bringing the position to 29,865 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Orion Portfolio Solutions first reported a position in SMR in Q4 2024 and has held it in 2 quarters since. 323 funds tracked by Wall St. Rank hold SMR as of Q1 2025.

  • Orion Portfolio Solutions held 29,865 shares of NuScale Power worth $423K as of Q1 2025.
  • Orion Portfolio Solutions bought 19,735 NuScale Power shares in Q1 2025, an estimated $399K.
  • NuScale Power made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1486 holding.
  • Orion Portfolio Solutions first reported a position in NuScale Power in Q4 2024 and has held it in 2 quarters since.
  • 323 funds tracked by Wall St. Rank held NuScale Power as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.