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Basepoint Wealth’s NuScale Power SMR Stock Holding History

Basepoint Wealth’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 		$12K Buy
1,200
+100
+9% +$1.13K 0.01% 384
2026
Q1 		$11.9K Buy
1,100
+900
+450% +$13.7K 0.01% 382
2025
Q4 		$2.83K Buy
+200
New +$5.72K ﹤0.01% 496

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

Basepoint Wealth's SMR Position: Q2 2026 in Review

Basepoint Wealth increased its NuScale Power (SMR) stake by 9.1% in Q2 2026, buying an estimated $1.13K and bringing the position to 1,200 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #384.

Basepoint Wealth first reported a position in SMR in Q4 2025 and has held it in 3 quarters since. 521 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Basepoint Wealth held 1,200 shares of NuScale Power worth $12K as of Q2 2026.
  • Basepoint Wealth bought 100 NuScale Power shares in Q2 2026, an estimated $1.13K.
  • NuScale Power made up 0.01% of Basepoint Wealth's portfolio in Q2 2026, its #384 holding.
  • Basepoint Wealth first reported a position in NuScale Power in Q4 2025 and has held it in 3 quarters since.
  • 521 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.