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DLK Investment Management’s NuScale Power SMR Stock Holding History

DLK Investment 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
Q3 		$90.8K Buy
+11,500
New +$103K 0.03% 87
2026
Q2 		– Sell
-10,000
Closed -$108K – 123
2026
Q1 		$108K Buy
+10,000
New +$152K 0.04% 81

Other funds holding SMR

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

DLK Investment Management's SMR Position: Q3 2026 in Review

DLK Investment Management opened a new position in NuScale Power (SMR) in Q3 2026: 11,500 shares worth $90.8K. The stake represents 0.03% of the portfolio and ranks #87 among its holdings. This is a return to the name: DLK Investment Management previously reported a position in SMR as recently as Q1 2026.

DLK Investment Management first reported a position in SMR in Q1 2026 and has held it in 2 quarters since. The position peaked at $108K in Q1 2026. 16 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • DLK Investment Management held 11,500 shares of NuScale Power worth $90.8K as of Q3 2026.
  • NuScale Power was a new DLK Investment Management position in Q3 2026.
  • NuScale Power made up 0.03% of DLK Investment Management's portfolio in Q3 2026, its #87 holding.
  • DLK Investment Management first reported a position in NuScale Power in Q1 2026 and has held it in 2 quarters since.
  • DLK Investment Management's NuScale Power position peaked at $108K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on DLK Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.