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Nuscale PWR Corp shares owned by Burkett Financial Services

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

Historical chart of Burkett Financial Services investment in Nuscale PWR Corp

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

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Quarterly reported holdings in Nuscale PWR Corp by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $15k 1.1k 14.17
2025-09-30 $40k 1.1k 36.00
2025-06-30 $28k 700 39.56
2025-03-31 $17k 1.2k 14.16

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
Vanguard FTSE Developed Markets ETF Equity (VEA)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Eagle Capital Select Equity ETF Equity (EAGL)
Calamos S&P Structured ALT ETF Equity (CPSL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
iShares S&P 600 Small Cap Index Equity (IJR)
Loar Holdings Equity (LOAR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
iShares S&P 500 Growth Equity (IVW)

View all positions for Burkett Financial Services

Top funds holding Nuscale PWR Corp

Vanguard Group
BlackRock
Susquehanna International
Toroso Investments
Citadel Advisors
Mirae Asset Global Etfs Holdings
Jane Street
Van Eck Associates Corp.
D. E. Shaw & Co
UBS Group
Geode Capital Management
State Street Corporation
Jpmorgan Chase & Co
Goldman Sachs Group
Marex Group

View all funds holding Nuscale PWR Corp