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CAZ Investments’s NuScale Power SMR Stock Holding History

CAZ Investments’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 		$2.14M Buy
213,000
+6,500
+3% +$73.3K 0.47% 23
2026
Q1 		$2.24M Buy
206,500
+105,500
+104% +$1.61M 2.61% 10
2025
Q4 		$1.43M Buy
101,000
+100,000
+10,000% +$2.86M 2.48% 8
2025
Q3 		$36K Hold
1,000
– – 0.07% 23
2025
Q2 		$39.6K Sell
1,000
-5,000
-83% -$125K 0.22% 16
2025
Q1 		$85K Buy
+6,000
New +$121K 0.61% 9

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

CAZ Investments's SMR Position: Q2 2026 in Review

CAZ Investments increased its NuScale Power (SMR) stake by 3.1% in Q2 2026, buying an estimated $73.3K and bringing the position to 213,000 shares worth $2.14M. The position accounts for 0.47% of the portfolio, ranked #23.

CAZ Investments first reported a position in SMR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.24M in Q1 2026. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • CAZ Investments held 213,000 shares of NuScale Power worth $2.14M as of Q2 2026.
  • CAZ Investments bought 6,500 NuScale Power shares in Q2 2026, an estimated $73.3K.
  • NuScale Power made up 0.47% of CAZ Investments's portfolio in Q2 2026, its #23 holding.
  • CAZ Investments first reported a position in NuScale Power in Q1 2025 and has held it in 6 quarters since.
  • CAZ Investments's NuScale Power position peaked at $2.24M in Q1 2026.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on CAZ Investments's 13F filing for Q2 2026, filed 13 Aug 2026.