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CARLSON FINANCIAL, INC.’s NuScale Power SMR Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$216K Sell
21,580
-152
-0.7% -$1.72K 0.11% 177
2026
Q1 		$236K Buy
21,732
+18
+0.1% +$274 0.14% 149
2025
Q4 		$308K Buy
+21,714
New +$621K 0.18% 130

Other funds holding SMR

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s SMR Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. reduced its NuScale Power (SMR) stake by 0.7% in Q2 2026, selling an estimated $1.72K and leaving 21,580 shares worth $216K. The position accounts for 0.11% of the portfolio, ranked #177.

CARLSON FINANCIAL, INC. first reported a position in SMR in Q4 2025 and has held it in 3 quarters since. The position peaked at $308K in Q4 2025. 517 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 21,580 shares of NuScale Power worth $216K as of Q2 2026.
  • CARLSON FINANCIAL, INC. sold 152 NuScale Power shares in Q2 2026, an estimated $1.72K.
  • NuScale Power made up 0.11% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #177 holding.
  • CARLSON FINANCIAL, INC. first reported a position in NuScale Power in Q4 2025 and has held it in 3 quarters since.
  • CARLSON FINANCIAL, INC.'s NuScale Power position peaked at $308K in Q4 2025.
  • 517 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.