Carlson Financial »

Nuscale PWR Corp shares owned by Carlson Financial

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

Historical chart of Carlson Financial investment in Nuscale PWR Corp

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nuscale PWR Corp by Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $217k 22k 10.03
2026-03-31 $236k 22k 10.84
2025-12-31 $308k 22k 14.17

More positions owned by Carlson Financial

NVIDIA Corporation (NVDA)
Axon Enterprise (AXON)
Tesla Motors (TSLA)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Ishares Tr Core Div Grwth (DGRO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Global X Fds Us Infr Dev Etf (PAVE)
Shopify Cl A Sub Vtg Shs (SHOP)
Caterpillar (CAT)
Apple (AAPL)
First Tr Exchange Traded Smid Risng Etf (SDVY)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Amazon (AMZN)
Timothy Plan Hig Dv Stk Etf (TPHD)
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)

View all positions for Carlson Financial

Top funds holding Nuscale PWR Corp

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

View all funds holding Nuscale PWR Corp