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Waverly Advisors’s NuScale Power SMR Stock Holding History

Waverly Advisors’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
Q4 		– Sell
-6,083
Closed -$219K – 1522
2025
Q3 		$219K Buy
+6,083
New +$242K ﹤0.01% 1178

Other funds holding SMR

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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Waverly Advisors's SMR Position: Q4 2025 in Review

Waverly Advisors sold out of NuScale Power (SMR) in Q4 2025, closing a stake of 6,083 shares — an estimated $219K sold.

Waverly Advisors first reported a position in SMR in Q3 2025 and held it in 1 quarter. The position peaked at $219K in Q3 2025. 459 funds tracked by Wall St. Rank hold SMR as of Q4 2025.

  • Waverly Advisors reported no remaining NuScale Power position as of Q4 2025 after selling out during the quarter.
  • Waverly Advisors sold 6,083 NuScale Power shares in Q4 2025, an estimated $219K.
  • Waverly Advisors first reported a position in NuScale Power in Q3 2025 and held it in 1 quarter.
  • Waverly Advisors's NuScale Power position peaked at $219K in Q3 2025.
  • 459 funds tracked by Wall St. Rank held NuScale Power as of Q4 2025.

Based on Waverly Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.