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Dogwood Wealth Management’s NuScale Power SMR Stock Holding History

Dogwood Wealth 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
Q2 		$2.42K Buy
241
+100
+71% +$1.13K ﹤0.01% 635
2026
Q1 		$1.53K Sell
141
-1,149
-89% -$17.5K ﹤0.01% 697
2025
Q4 		$18.3K Buy
1,290
+1,170
+975% +$33.5K 0.01% 209
2025
Q3 		$4.32K Sell
120
-352
-75% -$14K ﹤0.01% 426
2025
Q2 		$16.6K Buy
+472
New +$11.8K 0.01% 199
2025
Q1 		– Sell
-395
Closed -$7.08K – 540
2024
Q4 		$7.08K Buy
+395
New +$8.15K ﹤0.01% 199

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

Dogwood Wealth Management's SMR Position: Q2 2026 in Review

Dogwood Wealth Management increased its NuScale Power (SMR) stake by 71% in Q2 2026, buying an estimated $1.13K and bringing the position to 241 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Dogwood Wealth Management first reported a position in SMR in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.3K in Q4 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Dogwood Wealth Management held 241 shares of NuScale Power worth $2.42K as of Q2 2026.
  • Dogwood Wealth Management bought 100 NuScale Power shares in Q2 2026, an estimated $1.13K.
  • NuScale Power made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #635 holding.
  • Dogwood Wealth Management first reported a position in NuScale Power in Q4 2024 and has held it in 6 quarters since.
  • Dogwood Wealth Management's NuScale Power position peaked at $18.3K in Q4 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.