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LeConte Wealth Management’s NuScale Power SMR Stock Holding History

LeConte 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 		$206K Buy
20,585
+1,948
+10% +$22K 0.11% 159
2026
Q1 		$202K Buy
+18,637
New +$284K 0.13% 143

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

LeConte Wealth Management's SMR Position: Q2 2026 in Review

LeConte Wealth Management increased its NuScale Power (SMR) stake by 10% in Q2 2026, buying an estimated $22K and bringing the position to 20,585 shares worth $206K. The position accounts for 0.11% of the portfolio, ranked #159.

LeConte Wealth Management first reported a position in SMR in Q1 2026 and has held it in 2 quarters since. 521 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • LeConte Wealth Management held 20,585 shares of NuScale Power worth $206K as of Q2 2026.
  • LeConte Wealth Management bought 1,948 NuScale Power shares in Q2 2026, an estimated $22K.
  • NuScale Power made up 0.11% of LeConte Wealth Management's portfolio in Q2 2026, its #159 holding.
  • LeConte Wealth Management first reported a position in NuScale Power in Q1 2026 and has held it in 2 quarters since.
  • 521 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on LeConte Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.