Capstone Investment Advisors
SMR icon

Capstone Investment Advisors’s NuScale Power SMR Stock Holding History

Capstone Investment Advisors’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 		$652K Buy
65,025
+4,618
+8% +$52.1K ﹤0.01% 1124
2026
Q1 		$655K Buy
60,407
+45,383
+302% +$691K ﹤0.01% 1022
2025
Q4 		$213K Buy
+15,024
New +$430K ﹤0.01% 1482

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

Capstone Investment Advisors's SMR Position: Q2 2026 in Review

Capstone Investment Advisors increased its NuScale Power (SMR) stake by 7.6% in Q2 2026, buying an estimated $52.1K and bringing the position to 65,025 shares worth $652K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Capstone Investment Advisors first reported a position in SMR in Q4 2025 and has held it in 3 quarters since. The position peaked at $655K in Q1 2026. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Capstone Investment Advisors held 65,025 shares of NuScale Power worth $652K as of Q2 2026.
  • Capstone Investment Advisors bought 4,618 NuScale Power shares in Q2 2026, an estimated $52.1K.
  • NuScale Power made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1124 holding.
  • Capstone Investment Advisors first reported a position in NuScale Power in Q4 2025 and has held it in 3 quarters since.
  • Capstone Investment Advisors's NuScale Power position peaked at $655K in Q1 2026.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.