SIG
SMR icon

Stonegate Investment Group’s NuScale Power SMR Stock Holding History

Stonegate Investment Group’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 		$293K Buy
8,125
+2,125
+35% +$84.7K 0.01% 321
2025
Q2 		$237K Buy
+6,000
New +$151K 0.01% 353

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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 56.26% 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 $2.9T AUM 29.55% 1-Year Est. Return

Stonegate Investment Group's SMR Position: Q3 2025 in Review

Stonegate Investment Group increased its NuScale Power (SMR) stake by 35% in Q3 2025, buying an estimated $84.7K and bringing the position to 8,125 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #321.

Stonegate Investment Group first reported a position in SMR in Q2 2025 and has held it in 2 quarters since. 473 funds tracked by Wall St. Rank hold SMR as of Q3 2025.

  • Stonegate Investment Group held 8,125 shares of NuScale Power worth $293K as of Q3 2025.
  • Stonegate Investment Group bought 2,125 NuScale Power shares in Q3 2025, an estimated $84.7K.
  • NuScale Power made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #321 holding.
  • Stonegate Investment Group first reported a position in NuScale Power in Q2 2025 and has held it in 2 quarters since.
  • 473 funds tracked by Wall St. Rank held NuScale Power as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.