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Creative Planning SMR Position History
NuScale Power Corporation • Utilities
Quarters held
8
Latest value
$1.7M
Q3 2026
Peak value
$2.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $18K |
| Q3 2025 | $2.1M |
| Q4 2025 | $725K |
| Q1 2026 | $659K |
| Q2 2026 | $5K |
| Q2 2026 | $920K |
| Q3 2026 | $19K |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 220.7K | — | — |
| Q3 2026 | $19K | 2.5K | — | — |
| Q2 2026 | $920K | 91.7K | — | — |
| Q2 2026 | $5K | 525 | — | — |
| Q1 2026 | $659K | 60.8K | — | — |
| Q4 2025 | $725K | 51.2K | — | — |
| Q3 2025 | $2.1M | 59.3K | — | — |
| Q3 2025 | $18K | 511 | — | — |