Kestra Private Wealth Services’s NuScale Power SMR Stock Holding History

Kestra Private Wealth Services’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	$1.21M	Buy	120,655 +8,571	+8%	+$96.7K	0.01%	804
2026 Q1	$1.21M	Buy	112,084 +52,045	+87%	+$792K	0.02%	743
2025 Q4	$851K	Buy	60,039 +8,084	+16%	+$231K	0.01%	878
2025 Q3	$1.87M	Buy	51,955 +5,250	+11%	+$209K	0.02%	545
2025 Q2	$1.85M	Buy	46,705 +8,932	+24%	+$224K	0.03%	521
2025 Q1	$535K	Buy	37,773 +22,023	+140%	+$445K	0.01%	926
2024 Q4	$282K	Sell	15,750 -800	-5%	-$16.5K	﹤0.01%	1160
2024 Q3	$192K	Buy	16,550 +100	+0.6%	+$1.02K	﹤0.01%	1275
2024 Q2	$192K	Buy	+16,450	New	+$117K	﹤0.01%	1243

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

Two Sigma Investments New York $138B AUM 41.87% 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 $3.38T AUM 44.17% 1-Year Est. Return

Kestra Private Wealth Services's SMR Position: Q2 2026 in Review

Kestra Private Wealth Services increased its NuScale Power (SMR) stake by 7.6% in Q2 2026, buying an estimated $96.7K and bringing the position to 120,655 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #804.

Kestra Private Wealth Services first reported a position in SMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.87M in Q3 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Kestra Private Wealth Services held 120,655 shares of NuScale Power worth $1.21M as of Q2 2026.
Kestra Private Wealth Services bought 8,571 NuScale Power shares in Q2 2026, an estimated $96.7K.
NuScale Power made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #804 holding.
Kestra Private Wealth Services first reported a position in NuScale Power in Q2 2024 and has held it in 9 quarters since.
Kestra Private Wealth Services's NuScale Power position peaked at $1.87M in Q3 2025.
522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

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