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Nuscale PWR Corp shares owned by AE Wealth Management

Quarter-by-quarter ownership of Nuscale PWR Corp (SMR) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Nuscale PWR Corp

Tip: Access up to 7 years of quarterly data

All positions including Nuscale PWR Corp held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuscale PWR Corp by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 117k 14.17
2025-09-30 $818k 23k 36.00
2025-06-30 $404k 10k 39.57
2025-03-31 $150k 11k 14.16
2024-12-31 $198k 11k 17.93