Gladstone Institutional Advisory’s NuScale Power SMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$108K Buy
+10,750
New +$121K ﹤0.01% 877
2024
Q3
Sell
-14,544
Closed -$170K 724
2024
Q2
$170K Buy
+14,544
New +$104K 0.01% 634

Other funds holding SMR

Gladstone Institutional Advisory's SMR Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in NuScale Power (SMR) in Q2 2026: 10,750 shares worth $108K. The stake represents ﹤0.01% of the portfolio and ranks #877 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in SMR as recently as Q2 2024.

Gladstone Institutional Advisory first reported a position in SMR in Q2 2024 and has held it in 2 quarters since. The position peaked at $170K in Q2 2024. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Gladstone Institutional Advisory held 10,750 shares of NuScale Power worth $108K as of Q2 2026.
  • NuScale Power was a new Gladstone Institutional Advisory position in Q2 2026.
  • NuScale Power made up ﹤0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #877 holding.
  • Gladstone Institutional Advisory first reported a position in NuScale Power in Q2 2024 and has held it in 2 quarters since.
  • Gladstone Institutional Advisory's NuScale Power position peaked at $170K in Q2 2024.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.