Ameriprise
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Ameriprise’s NuScale Power SMR Stock Holding History

Ameriprise’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 		$397K Sell
39,532
-3,026
-7% -$34.1K ﹤0.01% 3734
2026
Q1 		$461K Buy
42,558
+980
+2% +$14.9K ﹤0.01% 3618
2025
Q4 		$589K Sell
41,578
-54,274
-57% -$1.55M ﹤0.01% 3565
2025
Q3 		$3.45M Buy
95,852
+53,788
+128% +$2.14M ﹤0.01% 2685
2025
Q2 		$1.66M Sell
42,064
-11,655
-22% -$292K ﹤0.01% 3037
2025
Q1 		$761K Buy
53,719
+1,107
+2% +$22.4K ﹤0.01% 3330
2024
Q4 		$943K Buy
52,612
+13,373
+34% +$276K ﹤0.01% 3264
2024
Q3 		$454K Buy
39,239
+7,588
+24% +$77.4K ﹤0.01% 3516
2024
Q2 		$370K Sell
31,651
-3,394
-10% -$24.2K ﹤0.01% 3529
2024
Q1 		$186K Buy
+35,045
New +$126K ﹤0.01% 3703
2023
Q3 		– Sell
-11,270
Closed -$76.6K – 3965
2023
Q2 		$76.6K Hold
11,270
– – ﹤0.01% 3844
2023
Q1 		$102K Sell
11,270
-30
-0.3% -$301 ﹤0.01% 3827
2022
Q4 		$116K Buy
11,300
+200
+2% +$2.21K ﹤0.01% 3793
2022
Q3 		$130K Buy
+11,100
New +$146K ﹤0.01% 3780

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

Ameriprise's SMR Position: Q2 2026 in Review

Ameriprise reduced its NuScale Power (SMR) stake by 7.1% in Q2 2026, selling an estimated $34.1K and leaving 39,532 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #3734.

Ameriprise first reported a position in SMR in Q3 2022 and has held it in 14 quarters since. The position peaked at $3.45M in Q3 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Ameriprise held 39,532 shares of NuScale Power worth $397K as of Q2 2026.
  • Ameriprise sold 3,026 NuScale Power shares in Q2 2026, an estimated $34.1K.
  • NuScale Power made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3734 holding.
  • Ameriprise first reported a position in NuScale Power in Q3 2022 and has held it in 14 quarters since.
  • Ameriprise's NuScale Power position peaked at $3.45M in Q3 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.