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Nuscale PWR Corp shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Nuscale PWR Corp

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

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Quarterly reported holdings in Nuscale PWR Corp by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $658k 66k 10.03
2026-03-31 $280k 26k 10.84
2025-09-30 $680k 19k 36.00
2025-06-30 $368k 9.3k 39.56
2025-03-31 $390k 28k 14.16

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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