AWM
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AE Wealth Management’s NuScale Power SMR Stock Holding History

AE 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
2026
Q2 		$3.83M Buy
381,408
+357,517
+1,496% +$4.03M 0.02% 499
2026
Q1 		$259K Sell
23,891
-93,179
-80% -$1.42M ﹤0.01% 1468
2025
Q4 		$1.66M Buy
117,070
+94,349
+415% +$2.7M 0.01% 661
2025
Q3 		$818K Buy
22,721
+12,522
+123% +$499K 0.01% 805
2025
Q2 		$403K Sell
10,199
-421
-4% -$10.6K ﹤0.01% 1002
2025
Q1 		$150K Sell
10,620
-429
-4% -$8.67K ﹤0.01% 1347
2024
Q4 		$198K Buy
+11,049
New +$228K ﹤0.01% 1277

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

AE Wealth Management's SMR Position: Q2 2026 in Review

AE Wealth Management increased its NuScale Power (SMR) stake by 1,496% in Q2 2026, buying an estimated $4.03M and bringing the position to 381,408 shares worth $3.83M. The position accounts for 0.02% of the portfolio, ranked #499.

AE Wealth Management first reported a position in SMR in Q4 2024 and has held it in 7 quarters since. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • AE Wealth Management held 381,408 shares of NuScale Power worth $3.83M as of Q2 2026.
  • AE Wealth Management bought 357,517 NuScale Power shares in Q2 2026, an estimated $4.03M.
  • NuScale Power made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #499 holding.
  • AE Wealth Management first reported a position in NuScale Power in Q4 2024 and has held it in 7 quarters since.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.