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Nuscale PWR Corp shares owned by Dogwood Wealth Management

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

Historical chart of Dogwood Wealth Management investment in Nuscale PWR Corp

Tip: Access up to 7 years of quarterly data

All positions including Nuscale PWR Corp held by Dogwood 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 Dogwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $18k 1.3k 14.17
2025-09-30 $4.3k 120 36.00
2025-06-30 $17k 472 35.08
2024-12-31 $7.1k 395 17.93

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
American Centy Etf Tr Avantis Us Larg (AVLC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Proshares Tr S&p Mdcp 400 Div (REGL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust State Street Spd (SPYG)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
American Centy Etf Tr Avantis Core Fi (AVIG)

View all positions for Dogwood Wealth Management

Top funds holding Nuscale PWR Corp

Vanguard Group
Susquehanna International
Van Eck Associates Corp.
BlackRock
Mirae Asset Global Etfs Holdings
Jane Street
Citadel Advisors
Toroso Investments
D. E. Shaw & Co
Voloridge Investment Management
Geode Capital Management
UBS Group
State Street Corporation
Qube Research & Technologies
Squarepoint Ops

View all funds holding Nuscale PWR Corp