TownSquare Capital’s NuScale Power SMR Stock Holding History

TownSquare Capital’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	–	Sell	-21,677	Closed	-$307K	–	1448
2025 Q1	$307K	Buy	+21,677	New	+$438K	﹤0.01%	1339
2024 Q1	–	Sell	-13,789	Closed	-$45.4K	–	1292
2023 Q4	$45.4K	Buy	13,789 +123	+0.9%	+$437	﹤0.01%	1107
2023 Q3	$67K	Sell	13,666 -1,312	-9%	-$8.65K	﹤0.01%	1067
2023 Q2	$102K	Buy	+14,978	New	+$122K	﹤0.01%	1020

Other funds holding SMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCTC

Samsung C&T Corporation Seoul, South Korea $15.9M AUM 74.65% 1-Year Est. Return

TownSquare Capital's SMR Position: Q2 2025 in Review

TownSquare Capital sold out of NuScale Power (SMR) in Q2 2025, closing a stake of 21,677 shares — an estimated $307K sold.

TownSquare Capital first reported a position in SMR in Q2 2023 and held it in 4 quarters. The position peaked at $307K in Q1 2025. 441 funds tracked by Wall St. Rank hold SMR as of Q2 2025.

TownSquare Capital reported no remaining NuScale Power position as of Q2 2025 after selling out during the quarter.
TownSquare Capital sold 21,677 NuScale Power shares in Q2 2025, an estimated $307K.
TownSquare Capital first reported a position in NuScale Power in Q2 2023 and held it in 4 quarters.
TownSquare Capital's NuScale Power position peaked at $307K in Q1 2025.
441 funds tracked by Wall St. Rank held NuScale Power as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.