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Jefferies Financial Group’s NuScale Power SMR Stock Holding History

Jefferies Financial Group’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 		– Sell
-105,000
Closed -$1.14M – 2015
2026
Q1 		$1.14M Buy
105,000
+40,000
+62% +$609K 0.01% 871
2025
Q4 		$921K Buy
+65,000
New +$1.86M ﹤0.01% 1125
2025
Q1 		– Sell
-12,500
Closed -$224K – 1975
2024
Q4 		$224K Buy
+12,500
New +$258K ﹤0.01% 1358

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 $3.38T AUM 44.17% 1-Year Est. Return

Jefferies Financial Group's SMR Position: Q2 2026 in Review

Jefferies Financial Group increased its NuScale Power (SMR) stake by 381% in Q2 2026, buying an estimated $308K and bringing the position to 34,500 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Jefferies Financial Group first reported a position in SMR in Q3 2025 and has held it in 3 quarters since. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Jefferies Financial Group held 34,500 shares of NuScale Power worth $346K as of Q2 2026.
  • Jefferies Financial Group bought 27,334 NuScale Power shares in Q2 2026, an estimated $308K.
  • NuScale Power made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1343 holding.
  • Jefferies Financial Group first reported a position in NuScale Power in Q3 2025 and has held it in 3 quarters since.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.