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Patten Group’s NuScale Power SMR Stock Holding History

Patten 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
Q4 		– Sell
-6,931
Closed -$250K – 315
2025
Q3 		$250K Buy
+6,931
New +$276K 0.05% 254

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 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

Patten Group's SMR Position: Q4 2025 in Review

Patten Group sold out of NuScale Power (SMR) in Q4 2025, closing a stake of 6,931 shares — an estimated $250K sold.

Patten Group first reported a position in SMR in Q3 2025 and held it in 1 quarter. The position peaked at $250K in Q3 2025. 459 funds tracked by Wall St. Rank hold SMR as of Q4 2025.

  • Patten Group reported no remaining NuScale Power position as of Q4 2025 after selling out during the quarter.
  • Patten Group sold 6,931 NuScale Power shares in Q4 2025, an estimated $250K.
  • Patten Group first reported a position in NuScale Power in Q3 2025 and held it in 1 quarter.
  • Patten Group's NuScale Power position peaked at $250K in Q3 2025.
  • 459 funds tracked by Wall St. Rank held NuScale Power as of Q4 2025.

Based on Patten Group's 13F filing for Q4 2025, filed 23 Jan 2026.