Estate Planners Group’s NuScale Power SMR Stock Holding History

Estate Planners Group’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	–	Sell	-200	Closed	-$2.83K	–	359
2025 Q4	$2.83K	Buy	+200	New	+$5.72K	﹤0.01%	383

Other funds holding SMR

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Estate Planners Group's SMR Position: Q1 2026 in Review

Estate Planners Group sold out of NuScale Power (SMR) in Q1 2026, closing a stake of 200 shares — an estimated $2.83K sold.

Estate Planners Group first reported a position in SMR in Q4 2025 and held it in 1 quarter. The position peaked at $2.83K in Q4 2025. 496 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

Estate Planners Group reported no remaining NuScale Power position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 200 NuScale Power shares in Q1 2026, an estimated $2.83K.
Estate Planners Group first reported a position in NuScale Power in Q4 2025 and held it in 1 quarter.
Estate Planners Group's NuScale Power position peaked at $2.83K in Q4 2025.
496 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.