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Kestra Advisory Services, LLC → SMR
Kestra Advisory Services, LLC SMR Position History
NuScale Power Corporation • Utilities
Quarters held
5
Latest value
$1.1M
Q3 2026
Peak value
$3.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.5M |
| Q4 2025 | $821K |
| Q1 2026 | $1.2M |
| Q2 2026 | $1.6M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 145.2K | — | — |
| Q2 2026 | $1.6M | 156.9K | — | — |
| Q1 2026 | $1.2M | 115.0K | — | — |
| Q4 2025 | $821K | 57.9K | — | — |
| Q3 2025 | $3.5M | 95.9K | — | — |