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Burnham & Co LLC’s NuScale Power SMR Stock Holding History

Burnham & Co LLC’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 		$2.14M Buy
+213,015
New +$2.4M 1.72% 18

Other funds holding SMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Burnham & Co LLC's SMR Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in NuScale Power (SMR) in Q2 2026: 213,015 shares worth $2.14M. The stake represents 1.72% of the portfolio and ranks #18 among its holdings.

413 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Burnham & Co LLC held 213,015 shares of NuScale Power worth $2.14M as of Q2 2026.
  • NuScale Power was a new Burnham & Co LLC position in Q2 2026.
  • NuScale Power made up 1.72% of Burnham & Co LLC's portfolio in Q2 2026, its #18 holding.
  • 413 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.