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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
Q2 		– Sell
-12,390
Closed -$134K – 214
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 $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

Concorde Asset Management's SMR Position: Q2 2026 in Review

Concorde Asset Management sold out of NuScale Power (SMR) in Q2 2026, closing a stake of 12,390 shares — an estimated $134K sold.

Concorde Asset Management first reported a position in SMR in Q3 2025 and held it in 3 quarters. The position peaked at $284K in Q3 2025. 521 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Concorde Asset Management reported no remaining NuScale Power position as of Q2 2026 after selling out during the quarter.
  • Concorde Asset Management sold 12,390 NuScale Power shares in Q2 2026, an estimated $134K.
  • Concorde Asset Management first reported a position in NuScale Power in Q3 2025 and held it in 3 quarters.
  • Concorde Asset Management's NuScale Power position peaked at $284K in Q3 2025.
  • 521 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.