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 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 $133B AUM 72.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evergreen Wealth Solutions's SMR Position: Q1 2026 in Review

Evergreen Wealth Solutions held its NuScale Power (SMR) position steady in Q1 2026 at 15,309 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #399.

Evergreen Wealth Solutions first reported a position in SMR in Q2 2024 and has held it in 8 quarters since. The position peaked at $591K in Q2 2025. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

Evergreen Wealth Solutions held 15,309 shares of NuScale Power worth $166K as of Q1 2026.
Evergreen Wealth Solutions left its NuScale Power share count unchanged in Q1 2026.
NuScale Power made up 0.01% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #399 holding.
Evergreen Wealth Solutions first reported a position in NuScale Power in Q2 2024 and has held it in 8 quarters since.
Evergreen Wealth Solutions's NuScale Power position peaked at $591K in Q2 2025.
493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.