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James J. Burns & Company’s NuScale Power SMR Stock Holding History

James J. Burns & Company’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 		$171K Buy
17,000
+6,970
+69% +$78.6K 0.02% 159
2026
Q1 		$109K Buy
+10,030
New +$153K 0.01% 152
2025
Q4 		– Sell
-7,530
Closed -$271K – 168
2025
Q3 		$271K Buy
+7,530
New +$300K 0.04% 136

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

James J. Burns & Company's SMR Position: Q2 2026 in Review

James J. Burns & Company increased its NuScale Power (SMR) stake by 69% in Q2 2026, buying an estimated $78.6K and bringing the position to 17,000 shares worth $171K. The position accounts for 0.02% of the portfolio, ranked #159.

James J. Burns & Company first reported a position in SMR in Q3 2025 and has held it in 3 quarters since. The position peaked at $271K in Q3 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • James J. Burns & Company held 17,000 shares of NuScale Power worth $171K as of Q2 2026.
  • James J. Burns & Company bought 6,970 NuScale Power shares in Q2 2026, an estimated $78.6K.
  • NuScale Power made up 0.02% of James J. Burns & Company's portfolio in Q2 2026, its #159 holding.
  • James J. Burns & Company first reported a position in NuScale Power in Q3 2025 and has held it in 3 quarters since.
  • James J. Burns & Company's NuScale Power position peaked at $271K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.