Steward Partners Investment Advisory’s NuScale Power SMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$808K Buy
20,430
+7,435
+57% +$294K 0.01% 1072
2025
Q1
$184K Buy
12,995
+7,578
+140% +$107K ﹤0.01% 1689
2024
Q4
$97.1K Buy
+5,417
New +$97.1K ﹤0.01% 2002