Simplex Trading

Simplex Trading’s NuScale Power SMR Stock Holding History

Simplex Trading’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	$2.63M	Buy	243,026 +41,671	+21%	+$634K	0.08%	1594
2025 Q4	$2.85M	Buy	201,355 +76,677	+62%	+$2.19M	0.08%	1697
2025 Q3	$4.49M	Buy	124,678 +44,304	+55%	+$1.77M	0.1%	1568
2025 Q2	$3.18M	Sell	80,374 -175,874	-69%	-$4.41M	0.09%	1711
2025 Q1	$3.63M	Buy	256,248 +25,463	+11%	+$515K	0.13%	1528
2024 Q4	$4.14M	Buy	+230,785	New	+$4.76M	0.12%	1617
2024 Q3	–	Sell	-33,653	Closed	-$343K	–	10412
2024 Q2	$393K	Sell	33,653 -37,080	-52%	-$264K	0.01%	3914
2024 Q1	$375K	Buy	70,733 +68,983	+3,942%	+$248K	0.01%	4145
2023 Q4	$5K	Sell	1,750 -27,155	-94%	-$96.5K	﹤0.01%	7902
2023 Q3	$141K	Buy	28,905 +18,192	+170%	+$120K	0.01%	4730
2023 Q2	$72K	Buy	+10,713	New	+$86.9K	﹤0.01%	5460
2023 Q1	–	Hold	0	–	–	–	10995
2022 Q4	–	Hold	0	–	–	–	11205
2022 Q3	–	Sell	-10,622	Closed	-$140K	–	11675
2022 Q2	$106K	Buy	+10,622	New	+$106K	﹤0.01%	5495

Other funds holding SMR

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marex Group London $9.64B AUM 31.44% 1-Year Est. Return

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 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