SMR — NUSCALE PWR CORP

Ownership history in WEALTH EFFECTS LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which WEALTH EFFECTS LLC 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
0.69% (2025 Q2)
Avg. % of fund
0.44%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 28,500 -18,100 -38.8% 0.33% $1.0M $36.00
2025 Q2 REDUCED 46,600 -1,600 -3.3% 0.69% $1.8M $39.56
2025 Q1 INITIATED 48,200 — — 0.29% $683K $14.16
% of Fund (quarterly)    SMR price (monthly, adj. close)

Other funds also holding SMR

As of 2025 Q4 — 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%
← Back to WEALTH EFFECTS LLC Holdings