UBS Group’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 | $173M | Buy |
4,372,655
+1,204,570
| +38% | +$47.7M | 0.03% | 499 |
|
|
2025
Q1 | $44.9M | Buy |
3,168,085
+1,085,315
| +52% | +$15.4M | 0.01% | 1242 |
|
|
2024
Q4 | $37.3M | Buy |
2,082,770
+1,907,678
| +1,090% | +$34.2M | 0.01% | 1295 |
|
|
2024
Q3 | $2.03M | Sell |
175,092
-27,945
| -14% | -$324K | ﹤0.01% | 3013 |
|
|
2024
Q2 | $2.37M | Buy |
203,037
+142,504
| +235% | +$1.67M | ﹤0.01% | 2697 |
|
|
2024
Q1 | $321K | Buy |
60,533
+54,493
| +902% | +$289K | ﹤0.01% | 4398 |
|
|
2023
Q4 | $19.9K | Sell |
6,040
-81,045
| -93% | -$267K | ﹤0.01% | 5901 |
|
|
2023
Q3 | $427K | Buy |
87,085
+20,996
| +32% | +$103K | ﹤0.01% | 3716 |
|
|
2023
Q2 | $449K | Buy |
66,089
+33,920
| +105% | +$231K | ﹤0.01% | 3905 |
|
|
2023
Q1 | $292K | Buy |
32,169
+14,853
| +86% | +$135K | ﹤0.01% | 4076 |
|
|
2022
Q4 | $178K | Buy |
17,316
+6,415
| +59% | +$65.8K | ﹤0.01% | 4466 |
|
|
2022
Q3 | $127K | Buy |
10,901
+5,859
| +116% | +$68.3K | ﹤0.01% | 4460 |
|
|
2022
Q2 | $50K | Buy |
+5,042
| New | +$50K | ﹤0.01% | 4901 |
|