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Annis Gardner Whiting Capital Advisors’s NuScale Power SMR Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-549
Closed -$5.95K – 1103
2026
Q1 		$5.95K Hold
549
– – ﹤0.01% 934
2025
Q4 		$7.78K Buy
549
+145
+36% +$4.15K ﹤0.01% 810
2025
Q3 		$14.5K Buy
404
+14
+4% +$558 ﹤0.01% 656
2025
Q2 		$15.4K Buy
390
+60
+18% +$1.51K 0.01% 614
2025
Q1 		$4.67K Buy
+330
New +$6.67K ﹤0.01% 628

Other funds holding SMR

VanEck Associates
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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

Annis Gardner Whiting Capital Advisors's SMR Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of NuScale Power (SMR) in Q2 2026, closing a stake of 549 shares — an estimated $5.95K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SMR in Q1 2025 and held it in 5 quarters. The position peaked at $15.4K in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining NuScale Power position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 549 NuScale Power shares in Q2 2026, an estimated $5.95K.
  • Annis Gardner Whiting Capital Advisors first reported a position in NuScale Power in Q1 2025 and held it in 5 quarters.
  • Annis Gardner Whiting Capital Advisors's NuScale Power position peaked at $15.4K in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.