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FNY Investment Advisers’s NuScale Power SMR Stock Holding History

FNY Investment Advisers’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
2025
Q4 		– Sell
-51
Closed -$1K – 1430
2025
Q3 		$1K Buy
+51
New +$2.03K ﹤0.01% 1186

Other funds holding SMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
OCM
Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

FNY Investment Advisers's SMR Position: Q2 2026 in Review

FNY Investment Advisers opened a new position in NuScale Power (SMR) in Q2 2026: 500 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #682 among its holdings. This is a return to the name: FNY Investment Advisers previously reported a position in SMR as recently as Q1 2025.

FNY Investment Advisers first reported a position in SMR in Q4 2022 and has held it in 6 quarters since. The position peaked at $153K in Q4 2022. 279 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • FNY Investment Advisers held 500 shares of NuScale Power worth $5K as of Q2 2026.
  • NuScale Power was a new FNY Investment Advisers position in Q2 2026.
  • NuScale Power made up ﹤0.01% of FNY Investment Advisers's portfolio in Q2 2026, its #682 holding.
  • FNY Investment Advisers first reported a position in NuScale Power in Q4 2022 and has held it in 6 quarters since.
  • FNY Investment Advisers's NuScale Power position peaked at $153K in Q4 2022.
  • 279 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.