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Caprock Group’s NuScale Power SMR Stock Holding History

Caprock Group’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 		$1.04M Buy
103,998
+8,227
+9% +$92.8K 0.02% 618
2026
Q1 		$1.04M Buy
95,771
+22,254
+30% +$339K 0.03% 535
2025
Q4 		$1.04M Buy
73,517
+340
+0.5% +$9.72K 0.02% 596
2025
Q3 		$2.54M Buy
+73,177
New +$2.92M 0.06% 284
2025
Q1 		$1.04M Hold
73,272
– – 0.03% 454
2024
Q4 		$1.31M Buy
+73,272
New +$1.51M 0.04% 354

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

Caprock Group's SMR Position: Q2 2026 in Review

Caprock Group increased its NuScale Power (SMR) stake by 8.6% in Q2 2026, buying an estimated $92.8K and bringing the position to 103,998 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #618.

Caprock Group first reported a position in SMR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.54M in Q3 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Caprock Group held 103,998 shares of NuScale Power worth $1.04M as of Q2 2026.
  • Caprock Group bought 8,227 NuScale Power shares in Q2 2026, an estimated $92.8K.
  • NuScale Power made up 0.02% of Caprock Group's portfolio in Q2 2026, its #618 holding.
  • Caprock Group first reported a position in NuScale Power in Q4 2024 and has held it in 6 quarters since.
  • Caprock Group's NuScale Power position peaked at $2.54M in Q3 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.