Rockefeller Capital Management
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Rockefeller Capital Management’s NuScale Power SMR Stock Holding History

Rockefeller Capital Management’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 		$1.45M Buy
133,756
+102,619
+330% +$1.56M ﹤0.01% 1439
2025
Q4 		$441K Sell
31,137
-21,293
-41% -$609K ﹤0.01% 1977
2025
Q3 		$1.89M Sell
52,430
-13,671
-21% -$545K ﹤0.01% 1180
2025
Q2 		$2.61M Buy
+66,101
New +$1.66M 0.01% 1015
2025
Q1 		– Sell
-58,900
Closed -$1.06M – 1731
2024
Q4 		$1.06M Buy
58,900
+30,217
+105% +$623K ﹤0.01% 1229
2024
Q3 		$332K Buy
28,683
+6,350
+28% +$64.8K ﹤0.01% 1531
2024
Q2 		$261K Buy
+22,333
New +$159K ﹤0.01% 1584
2023
Q3 		– Sell
-95,570
Closed -$650K – 1787
2023
Q2 		$650K Sell
95,570
-68,719
-42% -$558K ﹤0.01% 1245
2023
Q1 		$1.49M Buy
164,289
+100,908
+159% +$1.01M 0.01% 924
2022
Q4 		$650K Buy
+63,381
New +$702K ﹤0.01% 1176

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