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John G. Ullman & Associates’s NuScale Power SMR Stock Holding History

John G. Ullman & Associates’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 		$325K Buy
+32,400
New +$365K 0.04% 155

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

John G. Ullman & Associates's SMR Position: Q2 2026 in Review

John G. Ullman & Associates opened a new position in NuScale Power (SMR) in Q2 2026: 32,400 shares worth $325K. The stake represents 0.04% of the portfolio and ranks #155 among its holdings.

519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • John G. Ullman & Associates held 32,400 shares of NuScale Power worth $325K as of Q2 2026.
  • NuScale Power was a new John G. Ullman & Associates position in Q2 2026.
  • NuScale Power made up 0.04% of John G. Ullman & Associates's portfolio in Q2 2026, its #155 holding.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on John G. Ullman & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.