Envestnet Asset Management
SMR icon

Envestnet Asset Management’s NuScale Power SMR Stock Holding History

Envestnet Asset 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 		$388K Buy
38,675
+3,692
+11% +$41.6K ﹤0.01% 4272
2026
Q1 		$379K Buy
34,983
+11,579
+49% +$176K ﹤0.01% 4130
2025
Q4 		$332K Buy
23,404
+7,802
+50% +$223K ﹤0.01% 3963
2025
Q3 		$562K Sell
15,602
-468
-3% -$18.6K ﹤0.01% 3684
2025
Q2 		$636K Buy
+16,070
New +$403K ﹤0.01% 3529
2024
Q2 		– Sell
-13,513
Closed -$71.8K – 4292
2024
Q1 		$71.8K Buy
13,513
+723
+6% +$2.59K ﹤0.01% 4086
2023
Q4 		$42.1K Sell
12,790
-404
-3% -$1.44K ﹤0.01% 3993
2023
Q3 		$64.7K Buy
13,194
+459
+4% +$3.03K ﹤0.01% 3918
2023
Q2 		$86.6K Buy
12,735
+1,230
+11% +$9.98K ﹤0.01% 3843
2023
Q1 		$105K Buy
11,505
+1,423
+14% +$14.3K ﹤0.01% 3791
2022
Q4 		$103K Buy
+10,082
New +$112K ﹤0.01% 3809

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

Envestnet Asset Management's SMR Position: Q2 2026 in Review

Envestnet Asset Management increased its NuScale Power (SMR) stake by 11% in Q2 2026, buying an estimated $41.6K and bringing the position to 38,675 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #4272.

Envestnet Asset Management first reported a position in SMR in Q4 2022 and has held it in 11 quarters since. The position peaked at $636K in Q2 2025. 521 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Envestnet Asset Management held 38,675 shares of NuScale Power worth $388K as of Q2 2026.
  • Envestnet Asset Management bought 3,692 NuScale Power shares in Q2 2026, an estimated $41.6K.
  • NuScale Power made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4272 holding.
  • Envestnet Asset Management first reported a position in NuScale Power in Q4 2022 and has held it in 11 quarters since.
  • Envestnet Asset Management's NuScale Power position peaked at $636K in Q2 2025.
  • 521 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.