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EverSource Wealth Advisors’s NuScale Power SMR Stock Holding History

EverSource 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
Q2 		$17.4K Sell
1,736
-932
-35% -$10.5K ﹤0.01% 2543
2026
Q1 		$28.9K Buy
2,668
+504
+23% +$7.67K ﹤0.01% 2260
2025
Q4 		$30.7K Buy
2,164
+418
+24% +$12K ﹤0.01% 2090
2025
Q3 		$62.9K Buy
1,746
+52
+3% +$2.07K ﹤0.01% 1545
2025
Q2 		$67K Buy
1,694
+1,105
+188% +$27.7K ﹤0.01% 1431
2025
Q1 		$8.34K Buy
589
+578
+5,255% +$11.7K ﹤0.01% 2212
2024
Q4 		$197 Buy
+11
New +$227 ﹤0.01% 3433

Other funds holding SMR

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EverSource Wealth Advisors's SMR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its NuScale Power (SMR) stake by 35% in Q2 2026, selling an estimated $10.5K and leaving 1,736 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2543.

EverSource Wealth Advisors first reported a position in SMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $67K in Q2 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • EverSource Wealth Advisors held 1,736 shares of NuScale Power worth $17.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 932 NuScale Power shares in Q2 2026, an estimated $10.5K.
  • NuScale Power made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2543 holding.
  • EverSource Wealth Advisors first reported a position in NuScale Power in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's NuScale Power position peaked at $67K in Q2 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.