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Keudell/Morrison Wealth Management’s NuScale Power SMR Stock Holding History

Keudell/Morrison Wealth Management’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
-10,909
Closed -$118K – 270
2026
Q1 		$118K Buy
+10,909
New +$166K 0.02% 240

Other funds holding SMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
OCM
Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

Keudell/Morrison Wealth Management's SMR Position: Q2 2026 in Review

Keudell/Morrison Wealth Management sold out of NuScale Power (SMR) in Q2 2026, closing a stake of 10,909 shares — an estimated $118K sold.

Keudell/Morrison Wealth Management first reported a position in SMR in Q1 2026 and held it in 1 quarter. The position peaked at $118K in Q1 2026. 258 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Keudell/Morrison Wealth Management reported no remaining NuScale Power position as of Q2 2026 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 10,909 NuScale Power shares in Q2 2026, an estimated $118K.
  • Keudell/Morrison Wealth Management first reported a position in NuScale Power in Q1 2026 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's NuScale Power position peaked at $118K in Q1 2026.
  • 258 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.