EF
SMR icon

Empowered Funds’s NuScale Power SMR Stock Holding History

Empowered Funds’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 		$3.27M Buy
325,535
+196,043
+151% +$2.21M 0.02% 919
2026
Q1 		$1.4M Buy
+129,492
New +$1.97M 0.01% 1271
2025
Q4 		– Sell
-7,538
Closed -$271K – 1772
2025
Q3 		$271K Sell
7,538
-1,740
-19% -$69.3K ﹤0.01% 1627
2025
Q2 		$367K Buy
+9,278
New +$233K ﹤0.01% 1433

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

Empowered Funds's SMR Position: Q2 2026 in Review

Empowered Funds increased its NuScale Power (SMR) stake by 151% in Q2 2026, buying an estimated $2.21M and bringing the position to 325,535 shares worth $3.27M. The position accounts for 0.02% of the portfolio, ranked #919.

Empowered Funds first reported a position in SMR in Q2 2025 and has held it in 4 quarters since. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Empowered Funds held 325,535 shares of NuScale Power worth $3.27M as of Q2 2026.
  • Empowered Funds bought 196,043 NuScale Power shares in Q2 2026, an estimated $2.21M.
  • NuScale Power made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #919 holding.
  • Empowered Funds first reported a position in NuScale Power in Q2 2025 and has held it in 4 quarters since.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.