SMR β€” NUSCALE PWR CORP

Ownership history in Sloy Dahl & Holst, LLC  Β·  8 quarters on record

AI Ownership Summary

Sloy Dahl & Holst, LLC reported NUSCALE PWR CORP (SMR) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.06% in 2025 Q2. The latest visible filing shows SMR at 0.04% 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 Sloy Dahl & Holst, 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 Q3

SMR was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 Sloy Dahl & Holst, LLC held SMR β€” position size vs. price
% of Fund (quarterly)    SMR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 10,000 -116 -1.1% 0.04% $360K 2025-10-14 $45.79
2025 Q2 UNCHANGED 10,116 β€” 0% 0.06% $400K 2025-07-30 $50.51
2025 Q1 ADDED 10,116 +52 +0.5% 0.03% $143K 2025-05-12 $17.79
2024 Q4 UNCHANGED 10,064 β€” 0% 0.02% $180K 2025-01-27 $20.27
2024 Q3 REDUCED 10,064 -7 -0.1% 0.02% $117K 2024-10-17 $18.02
2024 Q2 ADDED 10,071 +21 +0.2% 0.02% $118K 2024-07-22 $11.06
2024 Q1 UNCHANGED 10,050 β€” 0% 0.01% $53K 2024-04-19 $4.85
2023 Q4 INITIATED 10,050 β€” β€” 0.01% $33K 2024-01-30 $2.93

FAQ About Sloy Dahl & Holst, 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 Sloy Dahl & Holst, LLC reported owning SMR?

Sloy Dahl & Holst, LLC reported SMR across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SMR position in Sloy Dahl & Holst, LLC's portfolio?

The largest reported portfolio weight for SMR was 0.06% in 2025 Q2.

What is the latest reported SMR position on this page?

The most recent filing on this page is 2025 Q3, when Sloy Dahl & Holst, LLC reported 10,000 shares, equal to 0.04% of portfolio, with an estimated market value of $360K.

What does the chart on this SMR ownership page compare?

The chart compares Sloy Dahl & Holst, 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.

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