CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s NuScale Power SMR Stock Holding History

CAPTRUST Financial 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 		$176K Buy
17,523
+4,041
+30% +$45.6K ﹤0.01% 2924
2026
Q1 		$146K Buy
13,482
+2,060
+18% +$31.3K ﹤0.01% 2746
2025
Q4 		$162K Sell
11,422
-7,341
-39% -$210K ﹤0.01% 2554
2025
Q3 		$675K Buy
18,763
+1,925
+11% +$76.7K ﹤0.01% 1645
2025
Q2 		$666K Buy
16,838
+5,035
+43% +$126K ﹤0.01% 1558
2025
Q1 		$167K Sell
11,803
-3,363
-22% -$68K ﹤0.01% 2194
2024
Q4 		$272K Buy
+15,166
New +$313K ﹤0.01% 1973

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

CAPTRUST Financial Advisors's SMR Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its NuScale Power (SMR) stake by 30% in Q2 2026, buying an estimated $45.6K and bringing the position to 17,523 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #2924.

CAPTRUST Financial Advisors first reported a position in SMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $675K in Q3 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • CAPTRUST Financial Advisors held 17,523 shares of NuScale Power worth $176K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 4,041 NuScale Power shares in Q2 2026, an estimated $45.6K.
  • NuScale Power made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2924 holding.
  • CAPTRUST Financial Advisors first reported a position in NuScale Power in Q4 2024 and has held it in 7 quarters since.
  • CAPTRUST Financial Advisors's NuScale Power position peaked at $675K in Q3 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.