Paloma Partners’s NuScale Power SMR Stock Holding History

Paloma Partners’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 Q4	–	Sell	-24,000	Closed	-$864K	–	88
2025 Q3	$864K	Buy	+24,000	New	+$956K	0.14%	69

Other funds holding SMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Paloma Partners's SMR Position: Q4 2025 in Review

Paloma Partners sold out of NuScale Power (SMR) in Q4 2025, closing a stake of 24,000 shares — an estimated $864K sold.

Paloma Partners first reported a position in SMR in Q3 2025 and held it in 1 quarter. The position peaked at $864K in Q3 2025. 459 funds tracked by Wall St. Rank hold SMR as of Q4 2025.

Paloma Partners reported no remaining NuScale Power position as of Q4 2025 after selling out during the quarter.
Paloma Partners sold 24,000 NuScale Power shares in Q4 2025, an estimated $864K.
Paloma Partners first reported a position in NuScale Power in Q3 2025 and held it in 1 quarter.
Paloma Partners's NuScale Power position peaked at $864K in Q3 2025.
459 funds tracked by Wall St. Rank held NuScale Power as of Q4 2025.

Based on Paloma Partners's 13F filing for Q4 2025, filed 17 Feb 2026.