Hager Investment Management Services’s NuScale Power SMR Stock Holding History

Hager Investment Management Services’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	$8.21K	Sell	819 -3,609	-82%	-$40.7K	﹤0.01%	256
2026 Q1	$48K	Sell	4,428 -1,743	-28%	-$26.5K	0.03%	147
2025 Q4	$87.4K	Sell	6,171 -10,518	-63%	-$301K	0.05%	121
2025 Q3	$601K	Buy	16,689 +12,990	+351%	+$518K	0.32%	62
2025 Q2	$146K	Buy	+3,699	New	+$92.8K	0.09%	100

Other funds holding SMR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

OCM

Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hager Investment Management Services's SMR Position: Q2 2026 in Review

Hager Investment Management Services reduced its NuScale Power (SMR) stake by 82% in Q2 2026, selling an estimated $40.7K and leaving 819 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Hager Investment Management Services first reported a position in SMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $601K in Q3 2025. 119 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Hager Investment Management Services held 819 shares of NuScale Power worth $8.21K as of Q2 2026.
Hager Investment Management Services sold 3,609 NuScale Power shares in Q2 2026, an estimated $40.7K.
NuScale Power made up ﹤0.01% of Hager Investment Management Services's portfolio in Q2 2026, its #256 holding.
Hager Investment Management Services first reported a position in NuScale Power in Q2 2025 and has held it in 5 quarters since.
Hager Investment Management Services's NuScale Power position peaked at $601K in Q3 2025.
119 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.