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HM Payson & Co’s NuScale Power SMR Stock Holding History

HM Payson & Co’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 		$7.8K Buy
778
+500
+180% +$5.64K ﹤0.01% 946
2026
Q1 		$3.01K Sell
278
-5
-2% -$76 ﹤0.01% 1010
2025
Q4 		$4.01K Sell
283
-1,802
-86% -$51.5K ﹤0.01% 995
2025
Q3 		$75.1K Buy
2,085
+1,117
+115% +$44.5K ﹤0.01% 608
2025
Q2 		$38.3K Buy
968
+690
+248% +$17.3K ﹤0.01% 692
2025
Q1 		$3.94K Buy
278
+8
+3% +$162 ﹤0.01% 922
2024
Q4 		$4.84K Buy
+270
New +$5.57K ﹤0.01% 903

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 $3.37T AUM 44.26% 1-Year Est. Return

HM Payson & Co's SMR Position: Q2 2026 in Review

HM Payson & Co increased its NuScale Power (SMR) stake by 180% in Q2 2026, buying an estimated $5.64K and bringing the position to 778 shares worth $7.8K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

HM Payson & Co first reported a position in SMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $75.1K in Q3 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • HM Payson & Co held 778 shares of NuScale Power worth $7.8K as of Q2 2026.
  • HM Payson & Co bought 500 NuScale Power shares in Q2 2026, an estimated $5.64K.
  • NuScale Power made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #946 holding.
  • HM Payson & Co first reported a position in NuScale Power in Q4 2024 and has held it in 7 quarters since.
  • HM Payson & Co's NuScale Power position peaked at $75.1K in Q3 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.