Creative Planning
SMR icon

Creative Planning’s NuScale Power SMR Stock Holding History

Creative Planning’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 		$925K Buy
92,220
+31,457
+52% +$355K ﹤0.01% 2706
2026
Q1 		$659K Buy
60,763
+9,585
+19% +$146K ﹤0.01% 2806
2025
Q4 		$725K Sell
51,178
-8,668
-14% -$248K ﹤0.01% 2539
2025
Q3 		$2.15M Sell
59,846
-14,493
-19% -$578K ﹤0.01% 1486
2025
Q2 		$2.94M Buy
74,339
+53,282
+253% +$1.34M ﹤0.01% 1046
2025
Q1 		$298K Buy
21,057
+10,756
+104% +$217K ﹤0.01% 2755
2024
Q4 		$185K Buy
+10,301
New +$213K ﹤0.01% 2996

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

Creative Planning's SMR Position: Q2 2026 in Review

Creative Planning increased its NuScale Power (SMR) stake by 52% in Q2 2026, buying an estimated $355K and bringing the position to 92,220 shares worth $925K. The position accounts for ﹤0.01% of the portfolio, ranked #2706.

Creative Planning first reported a position in SMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.94M in Q2 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Creative Planning held 92,220 shares of NuScale Power worth $925K as of Q2 2026.
  • Creative Planning bought 31,457 NuScale Power shares in Q2 2026, an estimated $355K.
  • NuScale Power made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2706 holding.
  • Creative Planning first reported a position in NuScale Power in Q4 2024 and has held it in 7 quarters since.
  • Creative Planning's NuScale Power position peaked at $2.94M in Q2 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.