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Pension & Wealth Management Advisors’s NuScale Power SMR Stock Holding History

Pension & Wealth Management 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
2025
Q4 		– Sell
-210
Closed -$7.56K – 596
2025
Q3 		$7.56K Buy
+210
New +$8.37K ﹤0.01% 420

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 $6.73T AUM 46.02% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pension & Wealth Management Advisors's SMR Position: Q4 2025 in Review

Pension & Wealth Management Advisors sold out of NuScale Power (SMR) in Q4 2025, closing a stake of 210 shares — an estimated $7.56K sold.

Pension & Wealth Management Advisors first reported a position in SMR in Q3 2025 and held it in 1 quarter. The position peaked at $7.56K in Q3 2025. 460 funds tracked by Wall St. Rank hold SMR as of Q4 2025.

  • Pension & Wealth Management Advisors reported no remaining NuScale Power position as of Q4 2025 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 210 NuScale Power shares in Q4 2025, an estimated $7.56K.
  • Pension & Wealth Management Advisors first reported a position in NuScale Power in Q3 2025 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's NuScale Power position peaked at $7.56K in Q3 2025.
  • 460 funds tracked by Wall St. Rank held NuScale Power as of Q4 2025.

Based on Pension & Wealth Management Advisors's 13F filing for Q4 2025, filed 7 Aug 2026.