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Accordant Advisory Group’s NuScale Power SMR Stock Holding History

Accordant Advisory Group’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
Q1 		– Sell
-180
Closed -$2.55K – 257
2025
Q4 		$2.55K Buy
180
+100
+125% +$2.86K ﹤0.01% 147
2025
Q3 		$2.88K Hold
80
– – ﹤0.01% 149
2025
Q2 		$3.17K Buy
+80
New +$2.01K ﹤0.01% 150
2024
Q4 		– Sell
-700
Closed -$8.11K – 148
2024
Q3 		$8.11K Hold
700
– – 0.01% 122
2024
Q2 		$8.18K Hold
700
– – 0.01% 128
2024
Q1 		$3.72K Buy
+700
New +$2.51K ﹤0.01% 185

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Accordant Advisory Group's SMR Position: Q1 2026 in Review

Accordant Advisory Group sold out of NuScale Power (SMR) in Q1 2026, closing a stake of 180 shares — an estimated $2.55K sold.

Accordant Advisory Group first reported a position in SMR in Q1 2024 and held it in 6 quarters. The position peaked at $8.18K in Q2 2024. 496 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Accordant Advisory Group reported no remaining NuScale Power position as of Q1 2026 after selling out during the quarter.
  • Accordant Advisory Group sold 180 NuScale Power shares in Q1 2026, an estimated $2.55K.
  • Accordant Advisory Group first reported a position in NuScale Power in Q1 2024 and held it in 6 quarters.
  • Accordant Advisory Group's NuScale Power position peaked at $8.18K in Q2 2024.
  • 496 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.