SEI Investments’s NuScale Power SMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$445K Buy
41,059
+30,303
+282% +$461K ﹤0.01% 2695
2025
Q4
$152K Sell
10,756
-13,142
-55% -$376K ﹤0.01% 2964
2025
Q3
$860K Sell
23,898
-447
-2% -$17.8K ﹤0.01% 2020
2025
Q2
$963K Buy
+24,345
New +$611K ﹤0.01% 1942
2025
Q1
Sell
-30,770
Closed -$552K 2829
2024
Q4
$552K Buy
+30,770
New +$635K ﹤0.01% 2158
2024
Q3
Sell
-44,486
Closed -$520K 2755
2024
Q2
$520K Buy
+44,486
New +$317K ﹤0.01% 2142
2024
Q1
Sell
-14,683
Closed -$48.3K 2698
2023
Q4
$48.3K Buy
+14,683
New +$52.2K ﹤0.01% 2560

Other funds holding SMR