AG
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Algert Global’s NuScale Power SMR Stock Holding History

Algert Global’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 		$396K Buy
+39,500
New +$446K ﹤0.01% 1105
2025
Q4 		– Sell
-62,530
Closed -$2.25M – 1308
2025
Q3 		$2.25M Buy
62,530
+14,620
+31% +$583K 0.04% 652
2025
Q2 		$1.9M Buy
+47,910
New +$1.2M 0.04% 648

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

Algert Global's SMR Position: Q2 2026 in Review

Algert Global opened a new position in NuScale Power (SMR) in Q2 2026: 39,500 shares worth $396K. The stake represents ﹤0.01% of the portfolio and ranks #1105 among its holdings. This is a return to the name: Algert Global previously reported a position in SMR as recently as Q3 2025.

Algert Global first reported a position in SMR in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.25M in Q3 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Algert Global held 39,500 shares of NuScale Power worth $396K as of Q2 2026.
  • NuScale Power was a new Algert Global position in Q2 2026.
  • NuScale Power made up ﹤0.01% of Algert Global's portfolio in Q2 2026, its #1105 holding.
  • Algert Global first reported a position in NuScale Power in Q2 2025 and has held it in 3 quarters since.
  • Algert Global's NuScale Power position peaked at $2.25M in Q3 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.