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Nuscale PWR Corp shares owned by Ballast Financial Advisors

Quarter-by-quarter ownership of Nuscale PWR Corp (SMR) shares owned by Ballast Financial Advisors from 13F filings

Historical chart of Ballast Financial Advisors investment in Nuscale PWR Corp

Tip: Access up to 7 years of quarterly data

All positions including Nuscale PWR Corp held by Ballast Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuscale PWR Corp by Ballast Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $219k 20k 10.84

More positions owned by Ballast Financial Advisors

Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Intl (FNDF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Ballast Financial Advisors

Top funds holding Nuscale PWR Corp

Vanguard Group
Susquehanna International
BlackRock
Van Eck Associates Corp.
Mirae Asset Global Etfs Holdings
Jane Street
Vanguard Portfolio Management
Vanguard Capital Management
Marex Group
Citadel Advisors
Morgan Stanley
Capital Fund Management
Toroso Investments
Two Sigma Investments
Geode Capital Management

View all funds holding Nuscale PWR Corp