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	$2.01M	Buy	+200,000	New	+$2.26M	﹤0.01%	2926
2025 Q4	–	Sell	-97,500	Closed	-$3.51M	–	6432
2025 Q3	$3.51M	Buy	+97,500	New	+$3.89M	﹤0.01%	2229

Other funds holding SMR

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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. 522 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.
522 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.