Blue Trust Inc
SMR icon

Blue Trust Inc’s NuScale Power SMR Stock Holding History

Blue Trust 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
Q3 		$13.8K Sell
1,747
-192
-10% -$1.72K ﹤0.01% 1616
2026
Q2 		$19.4K Buy
1,939
+24
+1% +$271 ﹤0.01% 1665
2026
Q1 		$20.8K Buy
1,915
+109
+6% +$1.66K ﹤0.01% 1627
2025
Q4 		$25.6K Sell
1,806
-100
-5% -$2.86K ﹤0.01% 1602
2025
Q3 		$68.6K Buy
1,906
+681
+56% +$27.1K ﹤0.01% 1246
2025
Q2 		$48.5K Hold
1,225
– – ﹤0.01% 1465
2025
Q1 		$17.3K Sell
1,225
-102
-8% -$2.06K ﹤0.01% 1690
2024
Q4 		$23.8K Buy
+1,327
New +$27.4K ﹤0.01% 1560

Other funds holding SMR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Samsung C&T Corporation
Samsung C&T Corporation Seoul, South Korea $12.5M AUM 78.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Blue Trust Inc's SMR Position: Q3 2026 in Review

Blue Trust Inc reduced its NuScale Power (SMR) stake by 9.9% in Q3 2026, selling an estimated $1.72K and leaving 1,747 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

Blue Trust Inc first reported a position in SMR in Q4 2024 and has held it in 8 quarters since. The position peaked at $68.6K in Q3 2025. 286 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • Blue Trust Inc held 1,747 shares of NuScale Power worth $13.8K as of Q3 2026.
  • Blue Trust Inc sold 192 NuScale Power shares in Q3 2026, an estimated $1.72K.
  • NuScale Power made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1616 holding.
  • Blue Trust Inc first reported a position in NuScale Power in Q4 2024 and has held it in 8 quarters since.
  • Blue Trust Inc's NuScale Power position peaked at $68.6K in Q3 2025.
  • 286 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.