Clear Street Group Inc. Invests $155.62 Million in NuScale Power Corporation $SMR

Key Points

• Clear Street Group bought 4,322,653 shares of NuScale (NYSE:SMR) in Q3 — a position valued at about $155.62 million, representing roughly 1.45% of NuScale and making it Clear Street’s 11th-largest holding amid heavy institutional ownership (78.37%).
• NuScale’s fundamentals remain strained: the stock trades around $11.81 with a $3.52 billion market cap, recent EPS misses (‑$0.80) and negative margins, and analysts have trimmed targets to a consensus “Hold” with a $21.42 price objective.
• The company scored a positive commercial milestone with a confirmed first SMR deployment in Europe and an expanded Framatome fuel partnership, but that momentum is clouded by multiple securities class action filings and analyst valuation resets that create legal and execution risk.

Clear Street Group Inc. acquired a new position in shares of NuScale Power Corporation (NYSE:SMR - Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 4,322,653 shares of the company's stock, valued at approximately $155,616,000. NuScale Power accounts for about 0.5% of Clear Street Group Inc.'s investment portfolio, making the stock its 11th largest holding. Clear Street Group Inc. owned approximately 1.45% of NuScale Power as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in SMR. Van ECK Associates Corp boosted its holdings in NuScale Power by 67.2% during the third quarter. Van ECK Associates Corp now owns 5,287,814 shares of the company's stock worth $190,362,000 after buying an additional 2,125,250 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of NuScale Power by 25.2% in the 2nd quarter. Geode Capital Management LLC now owns 2,854,664 shares of the company's stock valued at $112,944,000 after acquiring an additional 574,295 shares during the last quarter. State Street Corp raised its position in shares of NuScale Power by 37.5% in the 2nd quarter. State Street Corp now owns 2,736,187 shares of the company's stock valued at $108,244,000 after acquiring an additional 746,667 shares during the period. Bank of America Corp DE raised its position in shares of NuScale Power by 80.9% in the 2nd quarter. Bank of America Corp DE now owns 2,333,248 shares of the company's stock valued at $92,303,000 after acquiring an additional 1,043,676 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in NuScale Power by 1,220.7% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,845,116 shares of the company's stock worth $26,127,000 after acquiring an additional 1,705,411 shares during the last quarter. Institutional investors and hedge funds own 78.37% of the company's stock.

NuScale Power Stock Up 0.4%

Shares of SMR stock opened at $11.81 on Friday. The firm has a fifty day moving average of $16.18 and a 200-day moving average of $25.45. NuScale Power Corporation has a 12-month low of $11.08 and a 12-month high of $57.42. The company has a market capitalization of $3.52 billion, a price-to-earnings ratio of -4.08 and a beta of 2.19.

NuScale Power (NYSE:SMR - Get Free Report) last issued its quarterly earnings data on Thursday, February 26th. The company reported ($0.80) EPS for the quarter, missing analysts' consensus estimates of ($0.10) by ($0.70). The company had revenue of $1.81 million for the quarter, compared to analyst estimates of $8.76 million. NuScale Power had a negative return on equity of 55.23% and a negative net margin of 1,130.26%. On average, equities analysts expect that NuScale Power Corporation will post -0.73 EPS for the current year.

Insider Transactions at NuScale Power

In related news, CFO Robert Ramsey Hamady sold 18,570 shares of NuScale Power stock in a transaction that occurred on Tuesday, March 3rd. The stock was sold at an average price of $12.22, for a total value of $226,925.40. Following the sale, the chief financial officer owned 97,192 shares of the company's stock, valued at approximately $1,187,686.24. This trade represents a 16.04% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Carl M. Fisher sold 22,197 shares of the business's stock in a transaction that occurred on Tuesday, March 3rd. The shares were sold at an average price of $12.22, for a total value of $271,247.34. Following the completion of the sale, the chief operating officer owned 140,141 shares in the company, valued at $1,712,523.02. The trade was a 13.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 635,610 shares of company stock worth $8,198,439. 1.20% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

SMR has been the subject of a number of analyst reports. Canaccord Genuity Group decreased their price objective on shares of NuScale Power from $60.00 to $25.00 and set a "buy" rating for the company in a report on Friday, February 27th. Barclays cut their target price on shares of NuScale Power from $45.00 to $15.00 and set an "equal weight" rating on the stock in a report on Monday, February 23rd. Northland Securities raised shares of NuScale Power from a "market perform" rating to an "outperform" rating and set a $21.00 price target for the company in a report on Friday, February 27th. Bank of America upgraded shares of NuScale Power from an "underperform" rating to a "neutral" rating and set a $28.00 price objective for the company in a research report on Friday, January 9th. Finally, Zacks Research raised NuScale Power from a "strong sell" rating to a "hold" rating in a research note on Friday, February 20th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, eight have given a Hold rating and three have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Hold" and a consensus target price of $21.42.

NuScale Power News Summary

Here are the key news stories impacting NuScale Power this week:

• Positive Sentiment: RoPower approved moving forward with Europe’s first SMR plant using NuScale’s technology and NuScale expanded its fuel-supply partnership with Framatome — this is the company’s first confirmed commercial deployment and strengthens its supply chain credibility, supporting the growth/valuation story. NuScale’s First Commercial SMR Deal Tests Valuation And Growth Story
• Neutral Sentiment: Options flow is mixed—some speculative positioning is visible but not decisively directional, indicating traders are weighing both the commercial news and legal risks. Mixed options sentiment in Nuscale Power Corp
• Negative Sentiment: A large wave of plaintiff-law firm notices and investor alerts announce a securities class action covering May 13–Nov 6, 2025 and the April 20, 2026 lead-plaintiff deadline — this creates legal overhang, potential damages exposure, and headline risk that can pressure the stock. ROSEN Law Firm Securities Class Action Notice
• Negative Sentiment: Multiple prominent plaintiff firms (Robbins Geller, Bleichmar Fonti & Auld, Kessler Topaz, Pomerantz, Berger Montague, etc.) have filed/advertised actions or alerts—amplifying the litigation narrative and increasing the chance of costly discovery, settlements, or management distraction. Robbins Geller Class Action Notice
• Negative Sentiment: Analyst/valuation resets have trimmed NuScale’s fair value and price targets, reflecting elevated execution and funding risks despite project wins — this can cap upside until commercial contracts and financing are clearer. NuScale narrative & valuation resetting

About NuScale Power

NuScale Power Corporation, trading on the NYSE American under the ticker SMR, is a pioneering developer of small modular nuclear reactors. Established in 2007 as a spinout from Oregon State University, the company is headquartered in Portland, Oregon. NuScale’s mission is to deliver zero-carbon baseload power through scalable modular reactor technology, aiming to transform traditional nuclear energy deployment.

At the core of NuScale’s offering is the VOYGR small modular reactor design, featuring 77-megawatt electric (MWe) modules with passive safety systems.

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