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FORA Capital’s NuScale Power SMR Stock Holding History

FORA Capital’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 		$129K Sell
11,874
-56,453
-83% -$859K 0.01% 408
2025
Q4 		$968K Buy
+68,327
New +$1.95M 0.12% 206
2025
Q3 		– Sell
-140,275
Closed -$5.55M – 656
2025
Q2 		$5.55M Buy
+140,275
New +$3.52M 0.62% 35
2025
Q1 		– Sell
-98,608
Closed -$1.77M – 640
2024
Q4 		$1.77M Buy
98,608
+57,922
+142% +$1.2M 0.2% 153
2024
Q3 		$471K Buy
+40,686
New +$415K 0.06% 292

Other funds holding SMR

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FORA Capital's SMR Position: Q1 2026 in Review

FORA Capital reduced its NuScale Power (SMR) stake by 83% in Q1 2026, selling an estimated $859K and leaving 11,874 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #408.

FORA Capital first reported a position in SMR in Q3 2024 and has held it in 5 quarters since. The position peaked at $5.55M in Q2 2025. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • FORA Capital held 11,874 shares of NuScale Power worth $129K as of Q1 2026.
  • FORA Capital sold 56,453 NuScale Power shares in Q1 2026, an estimated $859K.
  • NuScale Power made up 0.01% of FORA Capital's portfolio in Q1 2026, its #408 holding.
  • FORA Capital first reported a position in NuScale Power in Q3 2024 and has held it in 5 quarters since.
  • FORA Capital's NuScale Power position peaked at $5.55M in Q2 2025.
  • 493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.