Clear Creek Financial Management’s NuScale Power SMR Stock Holding History

Clear Creek Financial 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 Q2	$757K	Buy	75,475 +5,182	+7%	+$58.5K	0.05%	321
2026 Q1	$762K	Buy	70,293 +20,857	+42%	+$317K	0.06%	305
2025 Q4	$701K	Buy	49,436 +11,093	+29%	+$317K	0.06%	300
2025 Q3	$1.38M	Buy	38,343 +3,049	+9%	+$122K	0.12%	182
2025 Q2	$1.4M	Buy	35,294 +8,504	+32%	+$213K	0.13%	173
2025 Q1	$379K	Buy	26,790 +4,348	+19%	+$87.9K	0.04%	355
2024 Q4	$402K	Buy	22,442 +10,830	+93%	+$223K	0.04%	331
2024 Q3	$134K	Buy	+11,612	New	+$118K	0.02%	448

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 $3.38T AUM 44.17% 1-Year Est. Return

Clear Creek Financial Management's SMR Position: Q2 2026 in Review

Clear Creek Financial Management increased its NuScale Power (SMR) stake by 7.4% in Q2 2026, buying an estimated $58.5K and bringing the position to 75,475 shares worth $757K. The position accounts for 0.05% of the portfolio, ranked #321.

Clear Creek Financial Management first reported a position in SMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.4M in Q2 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Clear Creek Financial Management held 75,475 shares of NuScale Power worth $757K as of Q2 2026.
Clear Creek Financial Management bought 5,182 NuScale Power shares in Q2 2026, an estimated $58.5K.
NuScale Power made up 0.05% of Clear Creek Financial Management's portfolio in Q2 2026, its #321 holding.
Clear Creek Financial Management first reported a position in NuScale Power in Q3 2024 and has held it in 8 quarters since.
Clear Creek Financial Management's NuScale Power position peaked at $1.4M in Q2 2025.
522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.