CCWM
SMR icon

Cassaday & Co Wealth Management’s NuScale Power SMR Stock Holding History

Cassaday & Co Wealth 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 		$93.7K Buy
+8,648
New +$132K ﹤0.01% 476

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

Cassaday & Co Wealth Management's SMR Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in NuScale Power (SMR) in Q1 2026: 8,648 shares worth $93.7K. The stake represents ﹤0.01% of the portfolio and ranks #476 among its holdings.

493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Cassaday & Co Wealth Management held 8,648 shares of NuScale Power worth $93.7K as of Q1 2026.
  • NuScale Power was a new Cassaday & Co Wealth Management position in Q1 2026.
  • NuScale Power made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #476 holding.
  • 493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.