EIP
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Essential Investment Partners’s NuScale Power SMR Stock Holding History

Essential Investment Partners’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 		$130 Hold
13
– – ﹤0.01% 302
2026
Q1 		$141 Hold
13
– – ﹤0.01% 291
2025
Q4 		$184 Buy
+13
New +$372 ﹤0.01% 274

Other funds holding SMR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
OCM
Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Essential Investment Partners's SMR Position: Q2 2026 in Review

Essential Investment Partners held its NuScale Power (SMR) position steady in Q2 2026 at 13 shares worth $130. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Essential Investment Partners first reported a position in SMR in Q4 2025 and has held it in 3 quarters since. The position peaked at $184 in Q4 2025. 101 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Essential Investment Partners held 13 shares of NuScale Power worth $130 as of Q2 2026.
  • Essential Investment Partners left its NuScale Power share count unchanged in Q2 2026.
  • NuScale Power made up ﹤0.01% of Essential Investment Partners's portfolio in Q2 2026, its #302 holding.
  • Essential Investment Partners first reported a position in NuScale Power in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's NuScale Power position peaked at $184 in Q4 2025.
  • 101 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.