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Caldwell Sutter Capital’s NuScale Power SMR Stock Holding History

Caldwell Sutter Capital’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 		$11.3K Buy
1,125
+500
+80% +$5.64K ﹤0.01% 591
2026
Q1 		$6.78K Hold
625
– – ﹤0.01% 604
2025
Q4 		$8.86K Buy
+625
New +$17.9K ﹤0.01% 563

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

Caldwell Sutter Capital's SMR Position: Q2 2026 in Review

Caldwell Sutter Capital increased its NuScale Power (SMR) stake by 80% in Q2 2026, buying an estimated $5.64K and bringing the position to 1,125 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Caldwell Sutter Capital first reported a position in SMR in Q4 2025 and has held it in 3 quarters since. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Caldwell Sutter Capital held 1,125 shares of NuScale Power worth $11.3K as of Q2 2026.
  • Caldwell Sutter Capital bought 500 NuScale Power shares in Q2 2026, an estimated $5.64K.
  • NuScale Power made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #591 holding.
  • Caldwell Sutter Capital first reported a position in NuScale Power in Q4 2025 and has held it in 3 quarters since.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.