PS
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Principal Securities’s NuScale Power SMR Stock Holding History

Principal Securities’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 		$157K Sell
14,438
-8,096
-36% -$123K ﹤0.01% 1396
2025
Q4 		$319K Buy
22,534
+6,944
+45% +$199K ﹤0.01% 1121
2025
Q3 		$561K Buy
15,590
+9,432
+153% +$376K 0.01% 876
2025
Q2 		$244K Buy
6,158
+5,185
+533% +$130K ﹤0.01% 1145
2025
Q1 		$17.4K Hold
973
– – ﹤0.01% 2277
2024
Q4 		$17.4K Buy
973
+420
+76% +$8.67K ﹤0.01% 2274
2024
Q3 		$6.4K Buy
553
+200
+57% +$2.04K ﹤0.01% 2595
2024
Q2 		$4.13K Hold
353
– – ﹤0.01% 2702
2024
Q1 		$1.87K Buy
+353
New +$1.27K ﹤0.01% 2888

Other funds holding SMR

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MG
Marex Group London $9.64B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return