SMR β€” NUSCALE PWR CORP

Ownership history in SHEETS SMITH WEALTH MANAGEMENT  Β·  2 quarters on record

This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in NUSCALE PWR CORP (SMR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.04% (2025 Q2)
πŸ“Š Avg. % of fund
0.04%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
2
% of Fund (quarterly)    SMR price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 8,223 β€” 0% 0.03% $296K $36.00
2025 Q2 INITIATED 8,223 β€” β€” 0.04% $325K $39.56

🏒 Other funds also holding SMR

As of 2025 Q4 β€” sorted by position size

CAZ INVESTMENTS LP 3Y 7Y 2.48% JAT Capital Mgmt LP 3Y 1.6% Once Capital Management, LLC 3Y 1.32% Bayesian Capital Management, LP 3Y 7Y 1.26% RPG Investment Advisory, LLC 3Y 7Y 1.24% DG Capital Management, LLC 3Y 7Y 1.11% Fox Hill Wealth Management 0.74% MRP Capital Investments, LLC 3Y 0.57% Cypress Capital Management LLC (WY) 3Y 7Y 0.56% Audent Global Asset Management, LLC 3Y 0.48%
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