Legacy Advisors
SMR icon

Legacy Advisors’s NuScale Power SMR Stock Holding History

Legacy Advisors’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 		$103K Sell
13,049
-50
-0.4% -$449 0.01% 311
2026
Q2 		$131K Hold
13,099
– – 0.01% 326
2026
Q1 		$142K Sell
13,099
-41
-0.3% -$624 0.02% 270
2025
Q4 		$186K Hold
13,140
– – 0.02% 278
2025
Q3 		$473K Buy
+13,140
New +$524K 0.06% 153
2025
Q1 		$37.2K Buy
+13,140
New +$266K ﹤0.01% 422

Other funds holding SMR

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
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
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 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
Themes Management Co
Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Legacy Advisors's SMR Position: Q3 2026 in Review

Legacy Advisors reduced its NuScale Power (SMR) stake by 0.38% in Q3 2026, selling an estimated $449 and leaving 13,049 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #311.

Legacy Advisors first reported a position in SMR in Q1 2025 and has held it in 6 quarters since. The position peaked at $473K in Q3 2025. 141 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • Legacy Advisors held 13,049 shares of NuScale Power worth $103K as of Q3 2026.
  • Legacy Advisors sold 50 NuScale Power shares in Q3 2026, an estimated $449.
  • NuScale Power made up 0.01% of Legacy Advisors's portfolio in Q3 2026, its #311 holding.
  • Legacy Advisors first reported a position in NuScale Power in Q1 2025 and has held it in 6 quarters since.
  • Legacy Advisors's NuScale Power position peaked at $473K in Q3 2025.
  • 141 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.