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D.A. Davidson & Co’s NuScale Power SMR Stock Holding History

D.A. Davidson & Co’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 		$386K Buy
38,459
+2,232
+6% +$25.2K ﹤0.01% 1296
2026
Q1 		$393K Buy
36,227
+1,568
+5% +$23.9K ﹤0.01% 1258
2025
Q4 		$491K Buy
34,659
+13,210
+62% +$378K ﹤0.01% 1152
2025
Q3 		$772K Buy
21,449
+627
+3% +$25K ﹤0.01% 963
2025
Q2 		$824K Buy
20,822
+212
+1% +$5.32K 0.01% 869
2025
Q1 		$292K Hold
20,610
– – ﹤0.01% 1208
2024
Q4 		$370K Hold
20,610
– – ﹤0.01% 1139
2024
Q3 		$239K Buy
20,610
+305
+2% +$3.11K ﹤0.01% 1249
2024
Q2 		$237K Buy
20,305
+1,105
+6% +$7.87K ﹤0.01% 1236
2024
Q1 		$102K Buy
+19,200
New +$68.9K ﹤0.01% 1344

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

D.A. Davidson & Co's SMR Position: Q2 2026 in Review

D.A. Davidson & Co increased its NuScale Power (SMR) stake by 6.2% in Q2 2026, buying an estimated $25.2K and bringing the position to 38,459 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

D.A. Davidson & Co first reported a position in SMR in Q1 2024 and has held it in 10 quarters since. The position peaked at $824K in Q2 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • D.A. Davidson & Co held 38,459 shares of NuScale Power worth $386K as of Q2 2026.
  • D.A. Davidson & Co bought 2,232 NuScale Power shares in Q2 2026, an estimated $25.2K.
  • NuScale Power made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1296 holding.
  • D.A. Davidson & Co first reported a position in NuScale Power in Q1 2024 and has held it in 10 quarters since.
  • D.A. Davidson & Co's NuScale Power position peaked at $824K in Q2 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.