HWAM
SMR icon

Hennion & Walsh Asset Management’s NuScale Power SMR Stock Holding History

Hennion & Walsh Asset Management’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 		$845K Buy
84,199
+19,679
+31% +$222K 0.02% 610
2026
Q1 		$699K Buy
64,520
+23,854
+59% +$363K 0.02% 607
2025
Q4 		$576K Buy
40,666
+9,815
+32% +$281K 0.02% 673
2025
Q3 		$1.11M Buy
30,851
+11,244
+57% +$448K 0.04% 488
2025
Q2 		$776K Buy
19,607
+7,625
+64% +$191K 0.03% 554
2025
Q1 		$170K Buy
+11,982
New +$242K 0.01% 843

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CAMG
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CCA
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Handelsbanken Fonder
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Wealth Enhancement Advisory Services
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CWP
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RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
EF
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HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return