BEI
SMR icon

Benjamin Edwards Inc’s NuScale Power SMR Stock Holding History

Benjamin Edwards Inc’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 		$984K Buy
+98,152
New +$1.11M 0.01% 808
2025
Q2 		– Sell
-37,773
Closed -$535K – 1203
2025
Q1 		$535K Buy
37,773
+14,627
+63% +$296K 0.01% 760
2024
Q4 		$415K Sell
23,146
-794
-3% -$16.4K 0.01% 882
2024
Q3 		$277K Buy
+23,940
New +$244K ﹤0.01% 974

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 $3.38T AUM 44.17% 1-Year Est. Return

Benjamin Edwards Inc's SMR Position: Q2 2026 in Review

Benjamin Edwards Inc opened a new position in NuScale Power (SMR) in Q2 2026: 98,152 shares worth $984K. The stake represents 0.01% of the portfolio and ranks #808 among its holdings. This is a return to the name: Benjamin Edwards Inc previously reported a position in SMR as recently as Q1 2025.

Benjamin Edwards Inc first reported a position in SMR in Q3 2024 and has held it in 4 quarters since. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Benjamin Edwards Inc held 98,152 shares of NuScale Power worth $984K as of Q2 2026.
  • NuScale Power was a new Benjamin Edwards Inc position in Q2 2026.
  • NuScale Power made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #808 holding.
  • Benjamin Edwards Inc first reported a position in NuScale Power in Q3 2024 and has held it in 4 quarters since.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.