Waterloo Capital’s NuScale Power SMR Stock Holding History

Waterloo 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 Q1	–	Sell	-12,625	Closed	-$226K	–	418
2024 Q4	$226K	Buy	+12,625	New	+$260K	0.02%	334

Other funds holding SMR

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCTC

Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Waterloo Capital's SMR Position: Q1 2025 in Review

Waterloo Capital sold out of NuScale Power (SMR) in Q1 2025, closing a stake of 12,625 shares — an estimated $226K sold.

Waterloo Capital first reported a position in SMR in Q4 2024 and held it in 1 quarter. The position peaked at $226K in Q4 2024. 323 funds tracked by Wall St. Rank hold SMR as of Q1 2025.

Waterloo Capital reported no remaining NuScale Power position as of Q1 2025 after selling out during the quarter.
Waterloo Capital sold 12,625 NuScale Power shares in Q1 2025, an estimated $226K.
Waterloo Capital first reported a position in NuScale Power in Q4 2024 and held it in 1 quarter.
Waterloo Capital's NuScale Power position peaked at $226K in Q4 2024.
323 funds tracked by Wall St. Rank held NuScale Power as of Q1 2025.

Based on Waterloo Capital's 13F filing for Q1 2025, filed 12 May 2025.