Alchemi Wealth’s NuScale Power SMR Stock Holding History

Alchemi Wealth’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	$231K	Buy	23,008 +10,868	+90%	+$123K	0.11%	149
2026 Q1	$132K	Buy	+12,140	New	+$185K	0.07%	155

Other funds holding SMR

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Alchemi Wealth's SMR Position: Q2 2026 in Review

Alchemi Wealth increased its NuScale Power (SMR) stake by 90% in Q2 2026, buying an estimated $123K and bringing the position to 23,008 shares worth $231K. The position accounts for 0.11% of the portfolio, ranked #149.

Alchemi Wealth first reported a position in SMR in Q1 2026 and has held it in 2 quarters since. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Alchemi Wealth held 23,008 shares of NuScale Power worth $231K as of Q2 2026.
Alchemi Wealth bought 10,868 NuScale Power shares in Q2 2026, an estimated $123K.
NuScale Power made up 0.11% of Alchemi Wealth's portfolio in Q2 2026, its #149 holding.
Alchemi Wealth first reported a position in NuScale Power in Q1 2026 and has held it in 2 quarters since.
519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Alchemi Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.