LeConte Wealth Management
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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
Q3 		$247K Buy
31,288
+10,703
+52% +$96.2K 0.13% 148
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

RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Canal Insurance Company
Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Worthington Financial Partners
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM

LeConte Wealth Management's SMR Position: Q3 2026 in Review

LeConte Wealth Management increased its NuScale Power (SMR) stake by 52% in Q3 2026, buying an estimated $96.2K and bringing the position to 31,288 shares worth $247K. The position accounts for 0.13% of the portfolio, ranked #148.

LeConte Wealth Management first reported a position in SMR in Q1 2026 and has held it in 3 quarters since. 109 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • LeConte Wealth Management held 31,288 shares of NuScale Power worth $247K as of Q3 2026.
  • LeConte Wealth Management bought 10,703 NuScale Power shares in Q3 2026, an estimated $96.2K.
  • NuScale Power made up 0.13% of LeConte Wealth Management's portfolio in Q3 2026, its #148 holding.
  • LeConte Wealth Management first reported a position in NuScale Power in Q1 2026 and has held it in 3 quarters since.
  • 109 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.