Insigneo Advisory Services
SMR icon

Insigneo Advisory Services’s NuScale Power SMR Stock Holding History

Insigneo Advisory 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
Q3 		$83.9K Sell
10,619
-8,510
-44% -$76.5K ﹤0.01% 811
2026
Q2 		$192K Buy
+19,129
New +$216K 0.01% 795
2025
Q4 		– Sell
-7,949
Closed -$286K – 832
2025
Q3 		$286K Buy
+7,949
New +$317K 0.02% 528

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Vanguard Portfolio Management
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Insigneo Advisory Services's SMR Position: Q3 2026 in Review

Insigneo Advisory Services reduced its NuScale Power (SMR) stake by 44% in Q3 2026, selling an estimated $76.5K and leaving 10,619 shares worth $83.9K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Insigneo Advisory Services first reported a position in SMR in Q3 2025 and has held it in 3 quarters since. The position peaked at $286K in Q3 2025. 406 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • Insigneo Advisory Services held 10,619 shares of NuScale Power worth $83.9K as of Q3 2026.
  • Insigneo Advisory Services sold 8,510 NuScale Power shares in Q3 2026, an estimated $76.5K.
  • NuScale Power made up ﹤0.01% of Insigneo Advisory Services's portfolio in Q3 2026, its #811 holding.
  • Insigneo Advisory Services first reported a position in NuScale Power in Q3 2025 and has held it in 3 quarters since.
  • Insigneo Advisory Services's NuScale Power position peaked at $286K in Q3 2025.
  • 406 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Insigneo Advisory Services's 13F filing for Q3 2026, filed 13 Nov 2026.