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James J. Burns & Company, LLC → SMR

James J. Burns & Company, LLC SMR Position History

NuScale Power Corporation • Utilities

Quarters held
3
Latest value
$134K
Q3 2026
Peak value
$171K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$109K
Q2 2026$171K
Q3 2026$134K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$134K17.0K——
Q2 2026$171K17.0K——
Q1 2026$109K10.0K——

Other funds holding SMR

Other James J. Burns & Company, LLC positions

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$147M
SPY

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$95.9M
SPY

STATE STR SPDR S&P 500 ETF T

$88.1M
VGES

VANGUARD INDEX FDS

$50.4M
VGES

VANGUARD STAR FDS

$50.1M