SSG
SMR icon

Summit Securities Group’s NuScale Power SMR Stock Holding History

Summit Securities 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
2026
Q1 		$20.6K Sell
1,900
-10,600
-85% -$161K 0.01% 515
2025
Q4 		$177K Buy
+12,500
New +$358K 0.03% 355
2025
Q3 		– Sell
-3,898
Closed -$155K – 1366
2025
Q2 		$154K Sell
3,898
-5,695
-59% -$143K 0.06% 291
2025
Q1 		$136K Buy
+9,593
New +$194K 0.09% 202
2024
Q4 		– Sell
-1,338
Closed -$27.6K – 900
2024
Q3 		$15K Buy
+1,338
New +$13.6K 0.01% 350

Other funds holding SMR

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VPM
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VCM
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MG
Marex Group London $9.64B AUM 31.44% 1-Year Est. Return
Morgan Stanley
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
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