SMR β€” NUSCALE PWR CORP

Ownership history in HighTower Advisors, LLC  Β·  8 quarters on record

AI Ownership Summary

HighTower Advisors, LLC reported NUSCALE PWR CORP (SMR) in 8 quarterly 13F filings from 2024 Q2 through 2025 Q4. The latest visible filing shows SMR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HighTower Advisors, LLC's position in NUSCALE PWR CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SMR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HighTower Advisors, LLC held SMR β€” position size vs. price
% of Fund (quarterly)    SMR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 69,927 +3,818 +5.8% 0.00% $991K 2026-02-14 (Est.) $14.31
2025 Q3 ADDED 66,109 +65,209 +7245.4% 0.00% $2.4M 2025-11-07 $30.34
2025 Q3 REDUCED 900 -48,580 -98.2% 0.00% $4K 2025-11-07 $30.34
2025 Q2 ADDED 49,480 +6,023 +13.9% 0.00% $2.0M 2025-08-11 $38.25
2025 Q1 ADDED 43,457 +25,174 +137.7% 0.00% $615K 2025-05-13 $21.64
2024 Q4 ADDED 18,283 +6,175 +51.0% 0.00% $328K 2025-02-07 $25.84
2024 Q3 ADDED 12,108 +820 +7.3% 0.00% $140K 2024-11-14 $24.66
2024 Q2 INITIATED 11,288 β€” β€” 0.00% $132K 2024-08-13 $9.98

FAQ About HighTower Advisors, LLC and SMR

These are the practical questions this page is built to answer before you even open the full history table.

How long has HighTower Advisors, LLC reported owning SMR?

HighTower Advisors, LLC reported SMR across 8 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported SMR position in HighTower Advisors, LLC's portfolio?

The largest reported portfolio weight for SMR was 0.00% in 2025 Q3.

What is the latest reported SMR position on this page?

The most recent filing on this page is 2025 Q4, when HighTower Advisors, LLC reported 69,927 shares, equal to 0.00% of portfolio, with an estimated market value of $991K.

What does the chart on this SMR ownership page compare?

The chart compares HighTower Advisors, LLC's quarterly SMR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to HighTower Advisors, LLC Holdings