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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
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
Q2 		– Sell
-13,140
Closed -$37.2K – 344
2025
Q1 		$37.2K Buy
+13,140
New +$266K ﹤0.01% 422

Other funds holding SMR

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
OCM
Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Legacy Advisors's SMR Position: Q2 2026 in Review

Legacy Advisors held its NuScale Power (SMR) position steady in Q2 2026 at 13,099 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #326.

Legacy Advisors first reported a position in SMR in Q1 2025 and has held it in 5 quarters since. The position peaked at $473K in Q3 2025. 119 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Legacy Advisors held 13,099 shares of NuScale Power worth $131K as of Q2 2026.
  • Legacy Advisors left its NuScale Power share count unchanged in Q2 2026.
  • NuScale Power made up 0.01% of Legacy Advisors's portfolio in Q2 2026, its #326 holding.
  • Legacy Advisors first reported a position in NuScale Power in Q1 2025 and has held it in 5 quarters since.
  • Legacy Advisors's NuScale Power position peaked at $473K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.