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Burkett Financial Services’s NuScale Power SMR Stock Holding History

Burkett Financial 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
Q3 		$7.11K Sell
900
-458
-34% -$4.12K ﹤0.01% 314
2026
Q2 		$13.6K Hold
1,358
– – ﹤0.01% 165
2026
Q1 		$14.7K Buy
1,358
+300
+28% +$4.57K 0.01% 156
2025
Q4 		$15K Sell
1,058
-42
-4% -$1.2K 0.01% 152
2025
Q3 		$39.6K Buy
1,100
+400
+57% +$15.9K 0.01% 107
2025
Q2 		$27.7K Sell
700
-500
-42% -$12.5K 0.01% 114
2025
Q1 		$17K Buy
+1,200
New +$24.3K 0.01% 146

Other funds holding SMR

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Burkett Financial Services's SMR Position: Q3 2026 in Review

Burkett Financial Services reduced its NuScale Power (SMR) stake by 34% in Q3 2026, selling an estimated $4.12K and leaving 900 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Burkett Financial Services first reported a position in SMR in Q1 2025 and has held it in 7 quarters since. The position peaked at $39.6K in Q3 2025. 16 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • Burkett Financial Services held 900 shares of NuScale Power worth $7.11K as of Q3 2026.
  • Burkett Financial Services sold 458 NuScale Power shares in Q3 2026, an estimated $4.12K.
  • NuScale Power made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #314 holding.
  • Burkett Financial Services first reported a position in NuScale Power in Q1 2025 and has held it in 7 quarters since.
  • Burkett Financial Services's NuScale Power position peaked at $39.6K in Q3 2025.
  • 16 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.