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Birchbrook’s NuScale Power SMR Stock Holding History

Birchbrook’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 Buy
200
+140
+233% +$1.58K ﹤0.01% 268
2026
Q1 		$651 Buy
+60
New +$913 ﹤0.01% 270

Other funds holding SMR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
OCM
Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Birchbrook's SMR Position: Q2 2026 in Review

Birchbrook increased its NuScale Power (SMR) stake by 233% in Q2 2026, buying an estimated $1.58K and bringing the position to 200 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Birchbrook first reported a position in SMR in Q1 2026 and has held it in 2 quarters since. 177 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Birchbrook held 200 shares of NuScale Power worth $2.01K as of Q2 2026.
  • Birchbrook bought 140 NuScale Power shares in Q2 2026, an estimated $1.58K.
  • NuScale Power made up ﹤0.01% of Birchbrook's portfolio in Q2 2026, its #268 holding.
  • Birchbrook first reported a position in NuScale Power in Q1 2026 and has held it in 2 quarters since.
  • 177 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.