Wells Fargo’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 | $24.4M | Buy |
615,739
+8,296
| +1% | +$328K | 0.01% | 1165 |
|
|
2025
Q1 | $8.6M | Sell |
607,443
-121,847
| -17% | -$1.73M | ﹤0.01% | 1770 |
|
|
2024
Q4 | $13.1M | Buy |
729,290
+263,617
| +57% | +$4.73M | ﹤0.01% | 1475 |
|
|
2024
Q3 | $5.39M | Buy |
465,673
+17,278
| +4% | +$200K | ﹤0.01% | 2069 |
|
|
2024
Q2 | $5.24M | Buy |
448,395
+47,302
| +12% | +$553K | ﹤0.01% | 2022 |
|
|
2024
Q1 | $2.13M | Buy |
401,093
+4,664
| +1% | +$24.8K | ﹤0.01% | 2641 |
|
|
2023
Q4 | $1.3M | Sell |
396,429
-18,966
| -5% | -$62.4K | ﹤0.01% | 2943 |
|
|
2023
Q3 | $2.04M | Sell |
415,395
-86,580
| -17% | -$424K | ﹤0.01% | 2604 |
|
|
2023
Q2 | $3.41M | Sell |
501,975
-101,029
| -17% | -$687K | ﹤0.01% | 2340 |
|
|
2023
Q1 | $5.48M | Buy |
603,004
+74,448
| +14% | +$677K | ﹤0.01% | 1936 |
|
|
2022
Q4 | $5.42M | Buy |
528,556
+143,506
| +37% | +$1.47M | ﹤0.01% | 1920 |
|
|
2022
Q3 | $4.5M | Buy |
385,050
+384,332
| +53,528% | +$4.49M | ﹤0.01% | 1975 |
|
|
2022
Q2 | $7K | Buy |
+718
| New | +$7K | ﹤0.01% | 5614 |
|