CJ
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Caitlin John’s NuScale Power SMR Stock Holding History

Caitlin John’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 		$191 Sell
19
-801
-98% -$9.04K ﹤0.01% 974
2026
Q1 		$8.89K Buy
820
+697
+567% +$10.6K 0.01% 537
2025
Q4 		$2.76K Buy
123
+103
+515% +$2.95K ﹤0.01% 696
2025
Q3 		$720 Buy
+20
New +$797 ﹤0.01% 795
2025
Q1 		– Sell
-50
Closed -$897 – 678
2024
Q4 		$897 Buy
+50
New +$1.03K ﹤0.01% 744

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

Caitlin John's SMR Position: Q2 2026 in Review

Caitlin John reduced its NuScale Power (SMR) stake by 98% in Q2 2026, selling an estimated $9.04K and leaving 19 shares worth $191. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Caitlin John first reported a position in SMR in Q4 2024 and has held it in 5 quarters since. The position peaked at $8.89K in Q1 2026. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Caitlin John held 19 shares of NuScale Power worth $191 as of Q2 2026.
  • Caitlin John sold 801 NuScale Power shares in Q2 2026, an estimated $9.04K.
  • NuScale Power made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #974 holding.
  • Caitlin John first reported a position in NuScale Power in Q4 2024 and has held it in 5 quarters since.
  • Caitlin John's NuScale Power position peaked at $8.89K in Q1 2026.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.