Citigroup
SMR icon

Citigroup’s NuScale Power SMR Stock Holding History

Citigroup’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 		$12.5M Buy
1,248,054
+517,589
+71% +$5.84M ﹤0.01% 1453
2026
Q1 		$7.92M Buy
730,465
+457,948
+168% +$6.97M ﹤0.01% 1612
2025
Q4 		$3.86M Sell
272,517
-8,652
-3% -$247K ﹤0.01% 2203
2025
Q3 		$10.1M Buy
281,169
+149,302
+113% +$5.95M ﹤0.01% 1484
2025
Q2 		$5.22M Buy
131,867
+56,919
+76% +$1.43M ﹤0.01% 1859
2025
Q1 		$1.06M Sell
74,948
-5,184
-6% -$105K ﹤0.01% 3219
2024
Q4 		$1.44M Buy
80,132
+22,364
+39% +$461K ﹤0.01% 3081
2024
Q3 		$669K Buy
57,768
+35,489
+159% +$362K ﹤0.01% 3546
2024
Q2 		$260K Buy
22,279
+1,560
+8% +$11.1K ﹤0.01% 3758
2024
Q1 		$110K Buy
20,719
+12,922
+166% +$46.4K ﹤0.01% 4251
2023
Q4 		$25.7K Buy
7,797
+6,264
+409% +$22.3K ﹤0.01% 4888
2023
Q3 		$7.51K Sell
1,533
-15,045
-91% -$99.2K ﹤0.01% 4620
2023
Q2 		$113K Buy
16,578
+16,122
+3,536% +$131K ﹤0.01% 4186
2023
Q1 		$4.14K Sell
456
-226
-33% -$2.27K ﹤0.01% 4984
2022
Q4 		$7K Buy
682
+158
+30% +$1.75K ﹤0.01% 4960
2022
Q3 		$7K Sell
524
-633
-55% -$8.32K ﹤0.01% 5125
2022
Q2 		$12K Buy
+1,157
New +$11.6K ﹤0.01% 5283

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

Citigroup's SMR Position: Q2 2026 in Review

Citigroup increased its NuScale Power (SMR) stake by 71% in Q2 2026, buying an estimated $5.84M and bringing the position to 1,248,054 shares worth $12.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Citigroup first reported a position in SMR in Q2 2022 and has held it in 17 quarters since. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Citigroup held 1,248,054 shares of NuScale Power worth $12.5M as of Q2 2026.
  • Citigroup bought 517,589 NuScale Power shares in Q2 2026, an estimated $5.84M.
  • NuScale Power made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #1453 holding.
  • Citigroup first reported a position in NuScale Power in Q2 2022 and has held it in 17 quarters since.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.