CI
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CX Institutional’s NuScale Power SMR Stock Holding History

CX Institutional’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 		$1K Sell
114
-116
-50% -$1.31K ﹤0.01% 1551
2026
Q1 		$2K Sell
230
-270
-54% -$4.11K ﹤0.01% 1468
2025
Q4 		$7K Sell
500
-200
-29% -$5.72K ﹤0.01% 1241
2025
Q3 		$25K Buy
+700
New +$27.9K ﹤0.01% 1060

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

CX Institutional's SMR Position: Q2 2026 in Review

CX Institutional reduced its NuScale Power (SMR) stake by 50% in Q2 2026, selling an estimated $1.31K and leaving 114 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

CX Institutional first reported a position in SMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $25K in Q3 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • CX Institutional held 114 shares of NuScale Power worth $1K as of Q2 2026.
  • CX Institutional sold 116 NuScale Power shares in Q2 2026, an estimated $1.31K.
  • NuScale Power made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1551 holding.
  • CX Institutional first reported a position in NuScale Power in Q3 2025 and has held it in 4 quarters since.
  • CX Institutional's NuScale Power position peaked at $25K in Q3 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.