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Clearstead Advisors’s NuScale Power SMR Stock Holding History

Clearstead Advisors’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 		$3.63K Buy
362
+12
+3% +$135 ﹤0.01% 2275
2026
Q1 		$3.79K Hold
350
– – ﹤0.01% 1779
2025
Q4 		$4.96K Hold
350
– – ﹤0.01% 2017
2025
Q3 		$12.6K Hold
350
– – ﹤0.01% 1844
2025
Q2 		$13.8K Hold
350
– – ﹤0.01% 1769
2025
Q1 		$4.96K Hold
350
– – ﹤0.01% 1752
2024
Q4 		$6.28K Hold
350
– – ﹤0.01% 1677
2024
Q3 		$4.05K Hold
350
– – ﹤0.01% 1744
2024
Q2 		$4.09K Buy
+350
New +$2.49K ﹤0.01% 1717

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

Clearstead Advisors's SMR Position: Q2 2026 in Review

Clearstead Advisors increased its NuScale Power (SMR) stake by 3.4% in Q2 2026, buying an estimated $135 and bringing the position to 362 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2275.

Clearstead Advisors first reported a position in SMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $13.8K in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Clearstead Advisors held 362 shares of NuScale Power worth $3.63K as of Q2 2026.
  • Clearstead Advisors bought 12 NuScale Power shares in Q2 2026, an estimated $135.
  • NuScale Power made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2275 holding.
  • Clearstead Advisors first reported a position in NuScale Power in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's NuScale Power position peaked at $13.8K in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.