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Plante Moran Financial Advisors’s NuScale Power SMR Stock Holding History

Plante Moran Financial 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
2026
Q1 		– Sell
-250
Closed -$3.54K – 850
2025
Q4 		$3.54K Hold
250
– – ﹤0.01% 679
2025
Q3 		$9K Sell
250
-24
-9% -$956 ﹤0.01% 563
2025
Q2 		$10.8K Buy
274
+24
+10% +$602 ﹤0.01% 551
2025
Q1 		$3.54K Sell
250
-500
-67% -$10.1K ﹤0.01% 670
2024
Q4 		$13.4K Buy
+750
New +$15.5K ﹤0.01% 540

Other funds holding SMR

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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plante Moran Financial Advisors's SMR Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of NuScale Power (SMR) in Q1 2026, closing a stake of 250 shares — an estimated $3.54K sold.

Plante Moran Financial Advisors first reported a position in SMR in Q4 2024 and held it in 5 quarters. The position peaked at $13.4K in Q4 2024. 496 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining NuScale Power position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 250 NuScale Power shares in Q1 2026, an estimated $3.54K.
  • Plante Moran Financial Advisors first reported a position in NuScale Power in Q4 2024 and held it in 5 quarters.
  • Plante Moran Financial Advisors's NuScale Power position peaked at $13.4K in Q4 2024.
  • 496 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.