JSL
SMR icon

JT Stratford LLC’s NuScale Power SMR Stock Holding History

JT Stratford LLC’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 		$491K Buy
48,950
+2,709
+6% +$30.6K 0.05% 221
2026
Q1 		$501K Sell
46,241
-2,135
-4% -$32.5K 0.06% 213
2025
Q4 		$685K Sell
48,376
-619
-1% -$17.7K 0.09% 180
2025
Q3 		$1.76M Sell
48,995
-5,817
-11% -$232K 0.24% 93
2025
Q2 		$2.17M Sell
54,812
-15,738
-22% -$395K 0.33% 65
2025
Q1 		$999K Sell
70,550
-2,215
-3% -$44.8K 0.18% 142
2024
Q4 		$1.3M Sell
72,765
-45,993
-39% -$949K 0.21% 111
2024
Q3 		$1.38M Sell
118,758
-29,171
-20% -$298K 0.24% 107
2024
Q2 		$1.73M Buy
+147,929
New +$1.05M 0.32% 72

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

JT Stratford LLC's SMR Position: Q2 2026 in Review

JT Stratford LLC increased its NuScale Power (SMR) stake by 5.9% in Q2 2026, buying an estimated $30.6K and bringing the position to 48,950 shares worth $491K. The position accounts for 0.05% of the portfolio, ranked #221.

JT Stratford LLC first reported a position in SMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.17M in Q2 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • JT Stratford LLC held 48,950 shares of NuScale Power worth $491K as of Q2 2026.
  • JT Stratford LLC bought 2,709 NuScale Power shares in Q2 2026, an estimated $30.6K.
  • NuScale Power made up 0.05% of JT Stratford LLC's portfolio in Q2 2026, its #221 holding.
  • JT Stratford LLC first reported a position in NuScale Power in Q2 2024 and has held it in 9 quarters since.
  • JT Stratford LLC's NuScale Power position peaked at $2.17M in Q2 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.