John Overdeck’s NuScale Power SMR Stock Holding History

John Overdeck’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	-14,000	Closed	-$152K	–	5399
2026 Q1	$152K	Sell	14,000 -192,600	-93%	-$2.93M	﹤0.01%	4331
2025 Q4	$2.93M	Buy	+206,600	New	+$5.91M	﹤0.01%	2159

Other funds holding SMR

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

John Overdeck's SMR Position: Q2 2026 in Review

John Overdeck increased its NuScale Power (SMR) stake by 213% in Q2 2026, buying an estimated $89.5M and bringing the position to 11,655,351 shares worth $117M. The position accounts for 0.08% of the portfolio, ranked #265.

John Overdeck first reported a position in SMR in Q4 2023 and has held it in 11 quarters since. 515 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

John Overdeck held 11,655,351 shares of NuScale Power worth $117M as of Q2 2026.
John Overdeck bought 7,932,077 NuScale Power shares in Q2 2026, an estimated $89.5M.
NuScale Power made up 0.08% of John Overdeck's portfolio in Q2 2026, its #265 holding.
John Overdeck first reported a position in NuScale Power in Q4 2023 and has held it in 11 quarters since.
515 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.