Fidelity Investments
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Fidelity Investments’s NuScale Power SMR Stock Holding History

Fidelity Investments’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 		$503K Sell
50,182
-185,736
-79% -$2.1M ﹤0.01% 3282
2026
Q1 		$2.56M Buy
235,918
+99,484
+73% +$1.51M ﹤0.01% 2554
2025
Q4 		$1.93M Sell
136,434
-376,314
-73% -$10.8M ﹤0.01% 2631
2025
Q3 		$18.5M Buy
512,748
+70,538
+16% +$2.81M ﹤0.01% 1775
2025
Q2 		$17.5M Buy
442,210
+430,365
+3,633% +$10.8M ﹤0.01% 1733
2025
Q1 		$168K Sell
11,845
-861,858
-99% -$17.4M ﹤0.01% 3322
2024
Q4 		$15.7M Buy
873,703
+92,785
+12% +$1.91M ﹤0.01% 1799
2024
Q3 		$9.04M Sell
780,918
-2,148,092
-73% -$21.9M ﹤0.01% 1956
2024
Q2 		$34.2M Sell
2,929,010
-43,052
-1% -$307K ﹤0.01% 1457
2024
Q1 		$15.8M Buy
2,972,062
+574,254
+24% +$2.06M ﹤0.01% 1737
2023
Q4 		$7.89M Sell
2,397,808
-585,652
-20% -$2.08M ﹤0.01% 1935
2023
Q3 		$14.6M Buy
2,983,460
+301,548
+11% +$1.99M ﹤0.01% 1702
2023
Q2 		$18.2M Buy
2,681,912
+276,155
+11% +$2.24M ﹤0.01% 1682
2023
Q1 		$21.9M Buy
2,405,757
+853,569
+55% +$8.56M ﹤0.01% 1579
2022
Q4 		$15.9M Buy
1,552,188
+722,221
+87% +$8M ﹤0.01% 1707
2022
Q3 		$9.69M Buy
+829,967
New +$10.9M ﹤0.01% 1911

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 $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments's SMR Position: Q2 2026 in Review

Fidelity Investments reduced its NuScale Power (SMR) stake by 79% in Q2 2026, selling an estimated $2.1M and leaving 50,182 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #3282.

Fidelity Investments first reported a position in SMR in Q3 2022 and has held it in 16 quarters since. The position peaked at $34.2M in Q2 2024. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Fidelity Investments held 50,182 shares of NuScale Power worth $503K as of Q2 2026.
  • Fidelity Investments sold 185,736 NuScale Power shares in Q2 2026, an estimated $2.1M.
  • NuScale Power made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3282 holding.
  • Fidelity Investments first reported a position in NuScale Power in Q3 2022 and has held it in 16 quarters since.
  • Fidelity Investments's NuScale Power position peaked at $34.2M in Q2 2024.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.