Truist Financial’s NuScale Power SMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$428K Sell
39,495
-2,253
-5% -$34.3K ﹤0.01% 2164
2025
Q4
$592K Sell
41,748
-21,555
-34% -$616K ﹤0.01% 1955
2025
Q3
$2.28M Buy
63,303
+15,658
+33% +$624K ﹤0.01% 1276
2025
Q2
$1.88M Buy
47,645
+9,016
+23% +$226K ﹤0.01% 1311
2025
Q1
$547K Buy
38,629
+12,489
+48% +$252K ﹤0.01% 1819
2024
Q4
$469K Buy
26,140
+9,000
+53% +$186K ﹤0.01% 1923
2024
Q3
$198K Buy
17,140
+2,000
+13% +$20.4K ﹤0.01% 2351
2024
Q2
$177K Buy
+15,140
New +$108K ﹤0.01% 2535

Other funds holding SMR