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Caption Management’s NuScale Power SMR Stock Holding History

Caption Management’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
Q1 		$1.08M Hold
100,000
– – 0.01% 1002
2025
Q4 		$1.42M Buy
+100,000
New +$2.86M 0.01% 940
2025
Q1 		– Sell
-135,200
Closed -$2.42M – 1997
2024
Q4 		$2.42M Buy
135,200
+55,000
+69% +$1.13M 0.02% 624
2024
Q3 		$929K Buy
+80,200
New +$818K 0.01% 798

Other funds holding SMR

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Caption Management's SMR Position: Q1 2026 in Review

Caption Management opened a new position in NuScale Power (SMR) in Q1 2026: 62,000 shares worth $672K. The stake represents ﹤0.01% of the portfolio and ranks #1131 among its holdings. This is a return to the name: Caption Management previously reported a position in SMR as recently as Q4 2024.

Caption Management first reported a position in SMR in Q4 2024 and has held it in 2 quarters since. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Caption Management held 62,000 shares of NuScale Power worth $672K as of Q1 2026.
  • NuScale Power was a new Caption Management position in Q1 2026.
  • NuScale Power made up ﹤0.01% of Caption Management's portfolio in Q1 2026, its #1131 holding.
  • Caption Management first reported a position in NuScale Power in Q4 2024 and has held it in 2 quarters since.
  • 493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.