CFFP
SMR icon

Center for Financial Planning’s NuScale Power SMR Stock Holding History

Center for Financial Planning’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 		$352 Hold
35
– – ﹤0.01% 632
2026
Q1 		$380 Hold
35
– – ﹤0.01% 620
2025
Q4 		$496 Hold
35
– – ﹤0.01% 652
2025
Q3 		$1.26K Hold
35
– – ﹤0.01% 612
2025
Q2 		$1.39K Hold
35
– – ﹤0.01% 589
2025
Q1 		$496 Buy
+35
New +$707 ﹤0.01% 664

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

Center for Financial Planning's SMR Position: Q2 2026 in Review

Center for Financial Planning held its NuScale Power (SMR) position steady in Q2 2026 at 35 shares worth $352. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Center for Financial Planning first reported a position in SMR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.39K in Q2 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Center for Financial Planning held 35 shares of NuScale Power worth $352 as of Q2 2026.
  • Center for Financial Planning left its NuScale Power share count unchanged in Q2 2026.
  • NuScale Power made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #632 holding.
  • Center for Financial Planning first reported a position in NuScale Power in Q1 2025 and has held it in 6 quarters since.
  • Center for Financial Planning's NuScale Power position peaked at $1.39K in Q2 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.