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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
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 $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Financial Group's SMR Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in NuScale Power (SMR) in Q1 2026: 7,166 shares worth $77.7K. The stake represents ﹤0.01% of the portfolio and ranks #1622 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in SMR as recently as Q3 2025.

Jefferies Financial Group first reported a position in SMR in Q3 2025 and has held it in 2 quarters since. The position peaked at $161K in Q3 2025. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Jefferies Financial Group held 7,166 shares of NuScale Power worth $77.7K as of Q1 2026.
  • NuScale Power was a new Jefferies Financial Group position in Q1 2026.
  • NuScale Power made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1622 holding.
  • Jefferies Financial Group first reported a position in NuScale Power in Q3 2025 and has held it in 2 quarters since.
  • Jefferies Financial Group's NuScale Power position peaked at $161K in Q3 2025.
  • 493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.