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Cadent Capital Advisors’s NuScale Power SMR Stock Holding History

Cadent Capital Advisors’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 		$1.49M Buy
+148,975
New +$1.68M 0.31% 81
2025
Q4 		– Sell
-7,650
Closed -$275K – 207
2025
Q3 		$275K Sell
7,650
-22,313
-74% -$889K 0.07% 163
2025
Q2 		$1.19M Buy
29,963
+7,000
+30% +$176K 0.38% 57
2025
Q1 		$325K Buy
+22,963
New +$464K 0.12% 105

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 $3.37T AUM 44.26% 1-Year Est. Return

Cadent Capital Advisors's SMR Position: Q2 2026 in Review

Cadent Capital Advisors opened a new position in NuScale Power (SMR) in Q2 2026: 148,975 shares worth $1.49M. The stake represents 0.31% of the portfolio and ranks #81 among its holdings. This is a return to the name: Cadent Capital Advisors previously reported a position in SMR as recently as Q3 2025.

Cadent Capital Advisors first reported a position in SMR in Q1 2025 and has held it in 4 quarters since. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Cadent Capital Advisors held 148,975 shares of NuScale Power worth $1.49M as of Q2 2026.
  • NuScale Power was a new Cadent Capital Advisors position in Q2 2026.
  • NuScale Power made up 0.31% of Cadent Capital Advisors's portfolio in Q2 2026, its #81 holding.
  • Cadent Capital Advisors first reported a position in NuScale Power in Q1 2025 and has held it in 4 quarters since.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Cadent Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.