Commonwealth Equity Services
SMR icon

Commonwealth Equity Services’s NuScale Power SMR Stock Holding History

Commonwealth Equity Services’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 		$2.9M Buy
288,804
+21,711
+8% +$245K ﹤0.01% 1801
2026
Q1 		$2.9M Sell
267,093
-2,079
-0.8% -$31.6K ﹤0.01% 1721
2025
Q4 		$3.81M Buy
269,172
+60,616
+29% +$1.73M 0.01% 1512
2025
Q3 		$7.51M Sell
208,556
-11,383
-5% -$454K 0.01% 1085
2025
Q2 		$8.7M Buy
219,939
+10,521
+5% +$264K 0.01% 1002
2025
Q1 		$2.96M Buy
209,418
+11,490
+6% +$232K ﹤0.01% 1638
2024
Q4 		$3.55M Sell
197,928
-11,610
-6% -$240K 0.01% 1460
2024
Q3 		$2.43M Buy
209,538
+131,127
+167% +$1.34M ﹤0.01% 1691
2024
Q2 		$917K Buy
78,411
+36,236
+86% +$258K ﹤0.01% 2350
2024
Q1 		$224K Buy
42,175
+5,502
+15% +$19.7K ﹤0.01% 3534
2023
Q4 		$121K Buy
36,673
+18,434
+101% +$65.5K ﹤0.01% 3634
2023
Q3 		$89K Sell
18,239
-83
-0.5% -$547 ﹤0.01% 3584
2023
Q2 		$125K Buy
18,322
+4,025
+28% +$32.7K ﹤0.01% 3537
2023
Q1 		$129K Buy
14,297
+3,550
+33% +$35.6K ﹤0.01% 3440
2022
Q4 		$110K Buy
+10,747
New +$119K ﹤0.01% 3401

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

Commonwealth Equity Services's SMR Position: Q2 2026 in Review

Commonwealth Equity Services increased its NuScale Power (SMR) stake by 8.1% in Q2 2026, buying an estimated $245K and bringing the position to 288,804 shares worth $2.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1801.

Commonwealth Equity Services first reported a position in SMR in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.7M in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Commonwealth Equity Services held 288,804 shares of NuScale Power worth $2.9M as of Q2 2026.
  • Commonwealth Equity Services bought 21,711 NuScale Power shares in Q2 2026, an estimated $245K.
  • NuScale Power made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1801 holding.
  • Commonwealth Equity Services first reported a position in NuScale Power in Q4 2022 and has held it in 15 quarters since.
  • Commonwealth Equity Services's NuScale Power position peaked at $8.7M in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.