Caption Management’s NuScale Power SMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.21M Buy
121,000
+59,000
+95% +$666K 0.01% 1065
2026
Q1
$672K Buy
+62,000
New +$943K ﹤0.01% 1131
2025
Q1
Sell
-27,000
Closed -$546K 1996
2024
Q4
$484K Buy
+27,000
New +$557K ﹤0.01% 1113

Other funds holding SMR

Caption Management's SMR Position: Q2 2026 in Review

Caption Management increased its NuScale Power (SMR) stake by 95% in Q2 2026, buying an estimated $666K and bringing the position to 121,000 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #1065.

Caption Management first reported a position in SMR in Q4 2024 and has held it in 3 quarters since. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Caption Management held 121,000 shares of NuScale Power worth $1.21M as of Q2 2026.
  • Caption Management bought 59,000 NuScale Power shares in Q2 2026, an estimated $666K.
  • NuScale Power made up 0.01% of Caption Management's portfolio in Q2 2026, its #1065 holding.
  • Caption Management first reported a position in NuScale Power in Q4 2024 and has held it in 3 quarters since.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.