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J.W. Cole Advisors’s NuScale Power SMR Stock Holding History

J.W. Cole Advisors’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 		$222K Buy
+22,175
New +$250K ﹤0.01% 1455
2023
Q4 		– Sell
-42,843
Closed -$210K – 851
2023
Q3 		$210K Buy
42,843
+11,625
+37% +$76.6K 0.02% 673
2023
Q2 		$212K Buy
+31,218
New +$253K 0.02% 690

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

J.W. Cole Advisors's SMR Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in NuScale Power (SMR) in Q2 2026: 22,175 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #1455 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SMR as recently as Q3 2023.

J.W. Cole Advisors first reported a position in SMR in Q2 2023 and has held it in 3 quarters since. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • J.W. Cole Advisors held 22,175 shares of NuScale Power worth $222K as of Q2 2026.
  • NuScale Power was a new J.W. Cole Advisors position in Q2 2026.
  • NuScale Power made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1455 holding.
  • J.W. Cole Advisors first reported a position in NuScale Power in Q2 2023 and has held it in 3 quarters since.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.