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Key Financial Inc’s NuScale Power SMR Stock Holding History

Key Financial Inc’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 		$5.52K Hold
550
– – ﹤0.01% 1000
2026
Q1 		$5.96K Hold
550
– – ﹤0.01% 997
2025
Q4 		$7.79K Hold
550
– – ﹤0.01% 943
2025
Q3 		$20.1K Buy
+550
New +$21.9K ﹤0.01% 705

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

Key Financial Inc's SMR Position: Q2 2026 in Review

Key Financial Inc held its NuScale Power (SMR) position steady in Q2 2026 at 550 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

Key Financial Inc first reported a position in SMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.1K in Q3 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Key Financial Inc held 550 shares of NuScale Power worth $5.52K as of Q2 2026.
  • Key Financial Inc left its NuScale Power share count unchanged in Q2 2026.
  • NuScale Power made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1000 holding.
  • Key Financial Inc first reported a position in NuScale Power in Q3 2025 and has held it in 4 quarters since.
  • Key Financial Inc's NuScale Power position peaked at $20.1K in Q3 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.