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 Q1	$11.9K	Buy	+1,100	New	+$16.7K	0.01%	498
2025 Q1	–	Sell	-400	Closed	-$7.17K	–	677
2024 Q4	$7.17K	Buy	+400	New	+$8.25K	﹤0.01%	523

Other funds holding SMR

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caitlin John's SMR Position: Q1 2026 in Review

Caitlin John increased its NuScale Power (SMR) stake by 567% in Q1 2026, buying an estimated $10.6K and bringing the position to 820 shares worth $8.89K. The position accounts for 0.01% of the portfolio, ranked #537.

Caitlin John first reported a position in SMR in Q4 2024 and has held it in 4 quarters since. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

Caitlin John held 820 shares of NuScale Power worth $8.89K as of Q1 2026.
Caitlin John bought 697 NuScale Power shares in Q1 2026, an estimated $10.6K.
NuScale Power made up 0.01% of Caitlin John's portfolio in Q1 2026, its #537 holding.
Caitlin John first reported a position in NuScale Power in Q4 2024 and has held it in 4 quarters since.
493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.