Invesco
SMR icon

Invesco’s NuScale Power SMR Stock Holding History

Invesco’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 		$2.09M Buy
207,900
+110,291
+113% +$1.24M ﹤0.01% 2564
2026
Q1 		$1.06M Buy
97,609
+16,412
+20% +$250K ﹤0.01% 2840
2025
Q4 		$1.15M Sell
81,197
-6,018
-7% -$172K ﹤0.01% 2851
2025
Q3 		$3.14M Sell
87,215
-234,454
-73% -$9.34M ﹤0.01% 2441
2025
Q2 		$12.7M Buy
321,669
+247,753
+335% +$6.22M ﹤0.01% 1634
2025
Q1 		$1.05M Buy
73,916
+39,167
+113% +$792K ﹤0.01% 2815
2024
Q4 		$623K Sell
34,749
-654,671
-95% -$13.5M ﹤0.01% 3149
2024
Q3 		$7.98M Sell
689,420
-315,896
-31% -$3.22M ﹤0.01% 1962
2024
Q2 		$11.8M Buy
1,005,316
+993,674
+8,535% +$7.08M ﹤0.01% 1711
2024
Q1 		$61.8K Sell
11,642
-265
-2% -$951 ﹤0.01% 3789
2023
Q4 		$39.2K Sell
11,907
-3,654
-23% -$13K ﹤0.01% 3767
2023
Q3 		$76.2K Sell
15,561
-1,200
-7% -$7.91K ﹤0.01% 3759
2023
Q2 		$114K Buy
+16,761
New +$136K ﹤0.01% 3704
2023
Q1 		– Sell
-21,404
Closed -$220K – 3995
2022
Q4 		$220K Buy
+21,404
New +$237K ﹤0.01% 3647

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

Invesco's SMR Position: Q2 2026 in Review

Invesco increased its NuScale Power (SMR) stake by 113% in Q2 2026, buying an estimated $1.24M and bringing the position to 207,900 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2564.

Invesco first reported a position in SMR in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.7M in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Invesco held 207,900 shares of NuScale Power worth $2.09M as of Q2 2026.
  • Invesco bought 110,291 NuScale Power shares in Q2 2026, an estimated $1.24M.
  • NuScale Power made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #2564 holding.
  • Invesco first reported a position in NuScale Power in Q4 2022 and has held it in 14 quarters since.
  • Invesco's NuScale Power position peaked at $12.7M in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.