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BFC Planning, Inc.’s NuScale Power SMR Stock Holding History

BFC Planning, Inc.’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 		$207K Buy
20,686
+1,302
+7% +$14.7K 0.01% 920
2026
Q1 		$210K Sell
19,384
-3,578
-16% -$54.4K 0.01% 857
2025
Q4 		$325K Buy
22,962
+3,578
+18% +$102K 0.01% 686
2025
Q3 		$698K Buy
19,384
+869
+5% +$34.6K 0.05% 305
2025
Q2 		$732K Buy
18,515
+12,538
+210% +$315K 0.06% 284
2025
Q1 		$84.6K Sell
5,977
-128
-2% -$2.59K 0.01% 926
2024
Q4 		$109K Buy
+6,105
New +$126K 0.01% 825

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
Marex Group
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 $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BFC Planning, Inc.'s SMR Position: Q2 2026 in Review

BFC Planning, Inc. increased its NuScale Power (SMR) stake by 6.7% in Q2 2026, buying an estimated $14.7K and bringing the position to 20,686 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #920.

BFC Planning, Inc. first reported a position in SMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $732K in Q2 2025. 525 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • BFC Planning, Inc. held 20,686 shares of NuScale Power worth $207K as of Q2 2026.
  • BFC Planning, Inc. bought 1,302 NuScale Power shares in Q2 2026, an estimated $14.7K.
  • NuScale Power made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #920 holding.
  • BFC Planning, Inc. first reported a position in NuScale Power in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s NuScale Power position peaked at $732K in Q2 2025.
  • 525 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.