KFP
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Kerr Financial Planning’s NuScale Power SMR Stock Holding History

Kerr Financial Planning’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 		$26.8K Hold
2,675
– – 0.03% 244
2026
Q1 		$31.4K Hold
2,675
– – 0.02% 223
2025
Q4 		$40.2K Buy
2,675
+75
+3% +$2.15K 0.05% 200
2025
Q3 		$56.2K Buy
+2,600
New +$104K 0.08% 153

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

Kerr Financial Planning's SMR Position: Q2 2026 in Review

Kerr Financial Planning held its NuScale Power (SMR) position steady in Q2 2026 at 2,675 shares worth $26.8K. The position accounts for 0.03% of the portfolio, ranked #244.

Kerr Financial Planning first reported a position in SMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $56.2K in Q3 2025. 515 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Kerr Financial Planning held 2,675 shares of NuScale Power worth $26.8K as of Q2 2026.
  • Kerr Financial Planning left its NuScale Power share count unchanged in Q2 2026.
  • NuScale Power made up 0.03% of Kerr Financial Planning's portfolio in Q2 2026, its #244 holding.
  • Kerr Financial Planning first reported a position in NuScale Power in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's NuScale Power position peaked at $56.2K in Q3 2025.
  • 515 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.