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Concorde Asset Management’s NuScale Power SMR Stock Holding History

Concorde Asset 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
Q1 		$134K Buy
12,390
+1,110
+10% +$16.9K 0.07% 199
2025
Q4 		$160K Buy
11,280
+3,930
+53% +$112K 0.06% 228
2025
Q3 		$284K Buy
+7,350
New +$293K 0.12% 160

Other funds holding SMR

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concorde Asset Management's SMR Position: Q1 2026 in Review

Concorde Asset Management increased its NuScale Power (SMR) stake by 9.8% in Q1 2026, buying an estimated $16.9K and bringing the position to 12,390 shares worth $134K. The position accounts for 0.07% of the portfolio, ranked #199.

Concorde Asset Management first reported a position in SMR in Q3 2025 and has held it in 3 quarters since. The position peaked at $284K in Q3 2025. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Concorde Asset Management held 12,390 shares of NuScale Power worth $134K as of Q1 2026.
  • Concorde Asset Management bought 1,110 NuScale Power shares in Q1 2026, an estimated $16.9K.
  • NuScale Power made up 0.07% of Concorde Asset Management's portfolio in Q1 2026, its #199 holding.
  • Concorde Asset Management first reported a position in NuScale Power in Q3 2025 and has held it in 3 quarters since.
  • Concorde Asset Management's NuScale Power position peaked at $284K in Q3 2025.
  • 493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.