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Sheets Smith Investment Management’s NuScale Power SMR Stock Holding History

Sheets Smith Investment 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
2025
Q3 		$709K Buy
19,704
+75
+0.4% +$2.99K 0.46% 68
2025
Q2 		$777K Buy
+19,629
New +$493K 0.68% 66

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sheets Smith Investment Management's SMR Position: Q3 2025 in Review

Sheets Smith Investment Management increased its NuScale Power (SMR) stake by 0.38% in Q3 2025, buying an estimated $2.99K and bringing the position to 19,704 shares worth $709K. The position accounts for 0.46% of the portfolio, ranked #68.

Sheets Smith Investment Management first reported a position in SMR in Q2 2025 and has held it in 2 quarters since. The position peaked at $777K in Q2 2025. 474 funds tracked by Wall St. Rank hold SMR as of Q3 2025.

  • Sheets Smith Investment Management held 19,704 shares of NuScale Power worth $709K as of Q3 2025.
  • Sheets Smith Investment Management bought 75 NuScale Power shares in Q3 2025, an estimated $2.99K.
  • NuScale Power made up 0.46% of Sheets Smith Investment Management's portfolio in Q3 2025, its #68 holding.
  • Sheets Smith Investment Management first reported a position in NuScale Power in Q2 2025 and has held it in 2 quarters since.
  • Sheets Smith Investment Management's NuScale Power position peaked at $777K in Q2 2025.
  • 474 funds tracked by Wall St. Rank held NuScale Power as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.