Per Stirling Capital Management’s NuScale Power SMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
– Sell
-6,160
Closed -$244K – 298
2025
Q2
$244K Sell
6,160
-7,063
-53% -$177K 0.03% 243
2025
Q1
$187K Sell
13,223
-3,035
-19% -$61.3K 0.03% 257
2024
Q4
$292K Buy
16,258
+2,484
+18% +$51.3K 0.04% 216
2024
Q3
$160K Sell
13,774
-2,500
-15% -$25.5K 0.02% 257
2024
Q2
$190K Buy
+16,274
New +$116K 0.03% 234

Other funds holding SMR

Per Stirling Capital Management's SMR Position: Q3 2025 in Review

Per Stirling Capital Management sold out of NuScale Power (SMR) in Q3 2025, closing a stake of 6,160 shares — an estimated $244K sold.

Per Stirling Capital Management first reported a position in SMR in Q2 2024 and held it in 5 quarters. The position peaked at $292K in Q4 2024. 475 funds tracked by Wall St. Rank hold SMR as of Q3 2025.

  • Per Stirling Capital Management reported no remaining NuScale Power position as of Q3 2025 after selling out during the quarter.
  • Per Stirling Capital Management sold 6,160 NuScale Power shares in Q3 2025, an estimated $244K.
  • Per Stirling Capital Management first reported a position in NuScale Power in Q2 2024 and held it in 5 quarters.
  • Per Stirling Capital Management's NuScale Power position peaked at $292K in Q4 2024.
  • 475 funds tracked by Wall St. Rank held NuScale Power as of Q3 2025.

Based on Per Stirling Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.