Capstone Investment Advisors
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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
2025
Q4 		– Sell
-7,500
Closed -$270K – 2014
2025
Q3 		$270K Buy
+7,500
New +$299K ﹤0.01% 1693

Other funds holding SMR

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Capstone Investment Advisors's SMR Position: Q1 2026 in Review

Capstone Investment Advisors increased its NuScale Power (SMR) stake by 302% in Q1 2026, buying an estimated $691K and bringing the position to 60,407 shares worth $655K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Capstone Investment Advisors first reported a position in SMR in Q4 2025 and has held it in 2 quarters since. 494 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Capstone Investment Advisors held 60,407 shares of NuScale Power worth $655K as of Q1 2026.
  • Capstone Investment Advisors bought 45,383 NuScale Power shares in Q1 2026, an estimated $691K.
  • NuScale Power made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1022 holding.
  • Capstone Investment Advisors first reported a position in NuScale Power in Q4 2025 and has held it in 2 quarters since.
  • 494 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.