UBS AM’s NuScale Power SMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$78.2M Buy
1,977,066
+131,950
+7% +$5.22M 0.02% 588
2025
Q1
$26.1M Buy
1,845,116
+1,705,411
+1,221% +$24.1M 0.01% 850
2024
Q4
$2.5M Sell
139,705
-212,072
-60% -$3.8M ﹤0.01% 1938
2024
Q3
$4.07M Buy
351,777
+128,012
+57% +$1.48M ﹤0.01% 1678
2024
Q2
$2.62M Buy
+223,765
New +$2.62M ﹤0.01% 1851
2024
Q1
Sell
-44,200
Closed -$145K 2556
2023
Q4
$145K Buy
+44,200
New +$145K ﹤0.01% 2512
2022
Q4
Sell
-1,018
Closed -$11.9K 2726
2022
Q3
$11.9K Buy
+1,018
New +$11.9K ﹤0.01% 2729