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EP Wealth Advisors’s NuScale Power SMR Stock Holding History

EP Wealth Advisors’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
Q1 		$120K Buy
+11,101
New +$169K ﹤0.01% 1450

Other funds holding SMR

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EP Wealth Advisors's SMR Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in NuScale Power (SMR) in Q1 2026: 11,101 shares worth $120K. The stake represents ﹤0.01% of the portfolio and ranks #1450 among its holdings.

493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • EP Wealth Advisors held 11,101 shares of NuScale Power worth $120K as of Q1 2026.
  • NuScale Power was a new EP Wealth Advisors position in Q1 2026.
  • NuScale Power made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1450 holding.
  • 493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.