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Accel Wealth Management’s NuScale Power SMR Stock Holding History

Accel Wealth Management’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
2025
Q4 		– Sell
-6,877
Closed -$248K – 292
2025
Q3 		$248K Buy
6,877
+1,075
+19% +$42.8K 0.07% 230
2025
Q2 		$230K Buy
+5,802
New +$146K 0.08% 226

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Accel Wealth Management's SMR Position: Q4 2025 in Review

Accel Wealth Management sold out of NuScale Power (SMR) in Q4 2025, closing a stake of 6,877 shares — an estimated $248K sold.

Accel Wealth Management first reported a position in SMR in Q2 2025 and held it in 2 quarters. The position peaked at $248K in Q3 2025. 459 funds tracked by Wall St. Rank hold SMR as of Q4 2025.

  • Accel Wealth Management reported no remaining NuScale Power position as of Q4 2025 after selling out during the quarter.
  • Accel Wealth Management sold 6,877 NuScale Power shares in Q4 2025, an estimated $248K.
  • Accel Wealth Management first reported a position in NuScale Power in Q2 2025 and held it in 2 quarters.
  • Accel Wealth Management's NuScale Power position peaked at $248K in Q3 2025.
  • 459 funds tracked by Wall St. Rank held NuScale Power as of Q4 2025.

Based on Accel Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.