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Covestor’s NuScale Power SMR Stock Holding History

Covestor’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 		$8K Buy
764
+395
+107% +$4.46K ﹤0.01% 1749
2026
Q1 		$4K Buy
369
+112
+44% +$1.7K ﹤0.01% 1885
2025
Q4 		$4K Hold
257
– – ﹤0.01% 1860
2025
Q3 		$9K Buy
257
+249
+3,113% +$9.92K 0.01% 1690
2025
Q2 		$0 Hold
8
– – ﹤0.01% 2710
2025
Q1 		$0 Hold
8
– – ﹤0.01% 2687
2024
Q4 		$0 Hold
8
– – ﹤0.01% 2692
2024
Q3 		$0 Buy
+8
New +$82 ﹤0.01% 2715

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

Covestor's SMR Position: Q2 2026 in Review

Covestor increased its NuScale Power (SMR) stake by 107% in Q2 2026, buying an estimated $4.46K and bringing the position to 764 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Covestor first reported a position in SMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $9K in Q3 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Covestor held 764 shares of NuScale Power worth $8K as of Q2 2026.
  • Covestor bought 395 NuScale Power shares in Q2 2026, an estimated $4.46K.
  • NuScale Power made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1749 holding.
  • Covestor first reported a position in NuScale Power in Q3 2024 and has held it in 8 quarters since.
  • Covestor's NuScale Power position peaked at $9K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.