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Sowell Financial Services LLC → SMR
Sowell Financial Services LLC SMR Position History
NuScale Power Corporation • Utilities
Quarters held
5
Latest value
$326K
Q3 2026
Peak value
$531K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $531K |
| Q1 2026 | $448K |
| Q2 2026 | $424K |
| Q3 2026 | $326K |
| Q3 2026 | $326K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $326K | 41.3K | — | — |
| Q3 2026 | $326K | 41.3K | — | — |
| Q2 2026 | $424K | 42.2K | — | — |
| Q1 2026 | $448K | 41.4K | — | — |
| Q4 2025 | $531K | 37.4K | — | — |
Other funds holding SMR
$242.6M
$116.9M
$69.9M
$66.8M
$66.8M
$51.6M