Kestra Advisory Services’s NuScale Power SMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.57M Buy
156,852
+41,807
+36% +$472K 0.01% 1501
2026
Q1
$1.25M Buy
115,045
+57,115
+99% +$869K ﹤0.01% 1577
2025
Q4
$821K Sell
57,930
-37,930
-40% -$1.08M ﹤0.01% 1795
2025
Q3
$3.45M Sell
95,860
-2,418
-2% -$96.4K 0.02% 879
2025
Q2
$3.89M Buy
98,278
+23,692
+32% +$595K 0.02% 754
2025
Q1
$1.06M Buy
74,586
+5,525
+8% +$112K 0.01% 1366
2024
Q4
$1.24M Buy
69,061
+25,682
+59% +$530K 0.01% 1271
2024
Q3
$502K Buy
43,379
+6,305
+17% +$64.3K ﹤0.01% 1759
2024
Q2
$433K Buy
+37,074
New +$264K ﹤0.01% 1871

Other funds holding SMR

Kestra Advisory Services's SMR Position: Q2 2026 in Review

Kestra Advisory Services increased its NuScale Power (SMR) stake by 36% in Q2 2026, buying an estimated $472K and bringing the position to 156,852 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #1501.

Kestra Advisory Services first reported a position in SMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.89M in Q2 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Kestra Advisory Services held 156,852 shares of NuScale Power worth $1.57M as of Q2 2026.
  • Kestra Advisory Services bought 41,807 NuScale Power shares in Q2 2026, an estimated $472K.
  • NuScale Power made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1501 holding.
  • Kestra Advisory Services first reported a position in NuScale Power in Q2 2024 and has held it in 9 quarters since.
  • Kestra Advisory Services's NuScale Power position peaked at $3.89M in Q2 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.