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Total Wealth Planning & Management’s NuScale Power SMR Stock Holding History

Total Wealth Planning & 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
Q2 		$522K Sell
13,200
-1,350
-9% -$33.9K 0.42% 74
2025
Q1 		$206K Sell
14,550
-3,500
-19% -$70.7K 0.2% 174
2024
Q4 		$324K Buy
+18,050
New +$372K 0.29% 118

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $15.9M AUM 74.65% 1-Year Est. Return

Total Wealth Planning & Management's SMR Position: Q2 2025 in Review

Total Wealth Planning & Management reduced its NuScale Power (SMR) stake by 9.3% in Q2 2025, selling an estimated $33.9K and leaving 13,200 shares worth $522K. The position accounts for 0.42% of the portfolio, ranked #74.

Total Wealth Planning & Management first reported a position in SMR in Q4 2024 and has held it in 3 quarters since. 441 funds tracked by Wall St. Rank hold SMR as of Q2 2025.

  • Total Wealth Planning & Management held 13,200 shares of NuScale Power worth $522K as of Q2 2025.
  • Total Wealth Planning & Management sold 1,350 NuScale Power shares in Q2 2025, an estimated $33.9K.
  • NuScale Power made up 0.42% of Total Wealth Planning & Management's portfolio in Q2 2025, its #74 holding.
  • Total Wealth Planning & Management first reported a position in NuScale Power in Q4 2024 and has held it in 3 quarters since.
  • 441 funds tracked by Wall St. Rank held NuScale Power as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.