Capital Fund Management (CFM)
SMR icon

Capital Fund Management (CFM)’s NuScale Power SMR Stock Holding History

Capital Fund Management (CFM)’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 		$7.67M Sell
708,000
-1,158,900
-62% -$17.6M 0.03% 671
2025
Q4 		$26.5M Buy
1,866,900
+1,404,300
+304% +$40.2M 0.07% 372
2025
Q3 		$16.7M Buy
462,600
+204,500
+79% +$8.15M 0.04% 595
2025
Q2 		$10.2M Sell
258,100
-34,800
-12% -$873K 0.03% 738
2025
Q1 		$4.15M Buy
+292,900
New +$5.92M 0.01% 1096

Other funds holding SMR

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Fund Management (CFM)'s SMR Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its NuScale Power (SMR) stake by 87% in Q1 2026, buying an estimated $25.1M and bringing the position to 3,550,574 shares worth $38.5M. The position accounts for 0.17% of the portfolio, ranked #123.

Capital Fund Management (CFM) first reported a position in SMR in Q1 2025 and has held it in 5 quarters since. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Capital Fund Management (CFM) held 3,550,574 shares of NuScale Power worth $38.5M as of Q1 2026.
  • Capital Fund Management (CFM) bought 1,652,839 NuScale Power shares in Q1 2026, an estimated $25.1M.
  • NuScale Power made up 0.17% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #123 holding.
  • Capital Fund Management (CFM) first reported a position in NuScale Power in Q1 2025 and has held it in 5 quarters since.
  • 493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.