HighTower Advisors’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
$601K Sell
59,960
-2,197
-4% -$24.8K ﹤0.01% 2594
2026
Q1
$674K Sell
62,157
-7,770
-11% -$118K ﹤0.01% 2474
2025
Q4
$991K Buy
69,927
+3,818
+6% +$109K ﹤0.01% 2122
2025
Q3
$2.38M Buy
66,109
+16,629
+34% +$663K ﹤0.01% 1533
2025
Q2
$1.96M Buy
49,480
+6,023
+14% +$151K ﹤0.01% 1578
2025
Q1
$615K Buy
43,457
+25,174
+138% +$509K ﹤0.01% 2300
2024
Q4
$328K Buy
18,283
+6,175
+51% +$127K ﹤0.01% 2824
2024
Q3
$140K Buy
12,108
+820
+7% +$8.36K ﹤0.01% 3233
2024
Q2
$132K Buy
+11,288
New +$80.4K ﹤0.01% 3141

Other funds holding SMR

HighTower Advisors's SMR Position: Q2 2026 in Review

HighTower Advisors reduced its NuScale Power (SMR) stake by 3.5% in Q2 2026, selling an estimated $24.8K and leaving 59,960 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #2594.

HighTower Advisors first reported a position in SMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.38M in Q3 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • HighTower Advisors held 59,960 shares of NuScale Power worth $601K as of Q2 2026.
  • HighTower Advisors sold 2,197 NuScale Power shares in Q2 2026, an estimated $24.8K.
  • NuScale Power made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2594 holding.
  • HighTower Advisors first reported a position in NuScale Power in Q2 2024 and has held it in 9 quarters since.
  • HighTower Advisors's NuScale Power position peaked at $2.38M in Q3 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.