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Atlantic Edge Private Wealth Management’s NuScale Power SMR Stock Holding History

Atlantic Edge Private Wealth Management’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 		$2.01K Hold
200
– – ﹤0.01% 562
2026
Q1 		$2.17K Hold
200
– – ﹤0.01% 529
2025
Q4 		$2.83K Buy
+200
New +$5.72K ﹤0.01% 500

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

Atlantic Edge Private Wealth Management's SMR Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its NuScale Power (SMR) position steady in Q2 2026 at 200 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Atlantic Edge Private Wealth Management first reported a position in SMR in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.83K in Q4 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 200 shares of NuScale Power worth $2.01K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its NuScale Power share count unchanged in Q2 2026.
  • NuScale Power made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #562 holding.
  • Atlantic Edge Private Wealth Management first reported a position in NuScale Power in Q4 2025 and has held it in 3 quarters since.
  • Atlantic Edge Private Wealth Management's NuScale Power position peaked at $2.83K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.