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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

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
MG
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 $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Hennion & Walsh Asset Management's SMR Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its NuScale Power (SMR) stake by 31% in Q2 2026, buying an estimated $222K and bringing the position to 84,199 shares worth $845K. The position accounts for 0.02% of the portfolio, ranked #610.

Hennion & Walsh Asset Management first reported a position in SMR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.11M in Q3 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Hennion & Walsh Asset Management held 84,199 shares of NuScale Power worth $845K as of Q2 2026.
  • Hennion & Walsh Asset Management bought 19,679 NuScale Power shares in Q2 2026, an estimated $222K.
  • NuScale Power made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #610 holding.
  • Hennion & Walsh Asset Management first reported a position in NuScale Power in Q1 2025 and has held it in 6 quarters since.
  • Hennion & Walsh Asset Management's NuScale Power position peaked at $1.11M in Q3 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.