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World Equity Group’s NuScale Power SMR Stock Holding History

World Equity Group’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
-9,454
Closed -$340K – 379
2025
Q3 		$340K Buy
9,454
+10
+0.1% +$398 0.08% 245
2025
Q2 		$374K Buy
+9,444
New +$237K 0.1% 208
2025
Q1 		– Sell
-20,714
Closed -$371K – 363
2024
Q4 		$371K Buy
+20,714
New +$427K 0.08% 233

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

World Equity Group's SMR Position: Q4 2025 in Review

World Equity Group sold out of NuScale Power (SMR) in Q4 2025, closing a stake of 9,454 shares — an estimated $340K sold.

World Equity Group first reported a position in SMR in Q4 2024 and held it in 3 quarters. The position peaked at $374K in Q2 2025. 461 funds tracked by Wall St. Rank hold SMR as of Q4 2025.

  • World Equity Group reported no remaining NuScale Power position as of Q4 2025 after selling out during the quarter.
  • World Equity Group sold 9,454 NuScale Power shares in Q4 2025, an estimated $340K.
  • World Equity Group first reported a position in NuScale Power in Q4 2024 and held it in 3 quarters.
  • World Equity Group's NuScale Power position peaked at $374K in Q2 2025.
  • 461 funds tracked by Wall St. Rank held NuScale Power as of Q4 2025.

Based on World Equity Group's 13F filing for Q4 2025, filed 12 Jan 2026.