Evergreen Wealth Solutions’s NuScale Power SMR Stock Holding History

Evergreen Wealth Solutions’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	$154K	Buy	15,654 +345	+2%	+$3.89K	0.01%	507
2026 Q1	$166K	Hold	15,309	–	–	0.01%	399
2025 Q4	$217K	Buy	15,309 +371	+2%	+$10.6K	0.03%	205
2025 Q3	$538K	Hold	14,938	–	–	0.3%	57
2025 Q2	$591K	Hold	14,938	–	–	0.36%	53
2025 Q1	$212K	Hold	14,938	–	–	0.14%	100
2024 Q4	$268K	Buy	14,938 +380	+3%	+$7.84K	0.19%	86
2024 Q3	$169K	Buy	14,558 +2,947	+25%	+$30.1K	0.11%	104
2024 Q2	$136K	Buy	+11,611	New	+$82.7K	0.1%	108

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

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Evergreen Wealth Solutions's SMR Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its NuScale Power (SMR) stake by 2.3% in Q2 2026, buying an estimated $3.89K and bringing the position to 15,654 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #507.

Evergreen Wealth Solutions first reported a position in SMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $591K in Q2 2025. 521 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Evergreen Wealth Solutions held 15,654 shares of NuScale Power worth $154K as of Q2 2026.
Evergreen Wealth Solutions bought 345 NuScale Power shares in Q2 2026, an estimated $3.89K.
NuScale Power made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #507 holding.
Evergreen Wealth Solutions first reported a position in NuScale Power in Q2 2024 and has held it in 9 quarters since.
Evergreen Wealth Solutions's NuScale Power position peaked at $591K in Q2 2025.
521 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.