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
Q2 		$2.3M Sell
229,600
-256,200
-53% -$2.89M 0.01% 1354
2026
Q1 		$5.27M Sell
485,800
-635,100
-57% -$9.66M 0.02% 873
2025
Q4 		$15.9M Buy
1,120,900
+839,700
+299% +$24M 0.04% 590
2025
Q3 		$10.1M Sell
281,200
-37,200
-12% -$1.48M 0.03% 825
2025
Q2 		$12.6M Sell
318,400
-202,900
-39% -$5.09M 0.03% 638
2025
Q1 		$7.38M Buy
+521,300
New +$10.5M 0.02% 827

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 $3.38T AUM 44.17% 1-Year Est. Return

Capital Fund Management (CFM)'s SMR Position: Q2 2026 in Review

Capital Fund Management (CFM) reduced its NuScale Power (SMR) stake by 29% in Q2 2026, selling an estimated $11.6M and leaving 2,524,608 shares worth $25.3M. The position accounts for 0.11% of the portfolio, ranked #225.

Capital Fund Management (CFM) first reported a position in SMR in Q1 2025 and has held it in 6 quarters since. The position peaked at $38.5M in Q1 2026. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Capital Fund Management (CFM) held 2,524,608 shares of NuScale Power worth $25.3M as of Q2 2026.
  • Capital Fund Management (CFM) sold 1,025,966 NuScale Power shares in Q2 2026, an estimated $11.6M.
  • NuScale Power made up 0.11% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #225 holding.
  • Capital Fund Management (CFM) first reported a position in NuScale Power in Q1 2025 and has held it in 6 quarters since.
  • Capital Fund Management (CFM)'s NuScale Power position peaked at $38.5M in Q1 2026.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.