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Beacon Investment Advisory Services’s NuScale Power SMR Stock Holding History

Beacon Investment Advisory Services’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
-35
Closed -$380 – 841
2026
Q1 		$380 Buy
+35
New +$533 ﹤0.01% 763

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Beacon Investment Advisory Services's SMR Position: Q2 2026 in Review

Beacon Investment Advisory Services sold out of NuScale Power (SMR) in Q2 2026, closing a stake of 35 shares — an estimated $380 sold.

Beacon Investment Advisory Services first reported a position in SMR in Q1 2026 and held it in 1 quarter. The position peaked at $380 in Q1 2026. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Beacon Investment Advisory Services reported no remaining NuScale Power position as of Q2 2026 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 35 NuScale Power shares in Q2 2026, an estimated $380.
  • Beacon Investment Advisory Services first reported a position in NuScale Power in Q1 2026 and held it in 1 quarter.
  • Beacon Investment Advisory Services's NuScale Power position peaked at $380 in Q1 2026.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.