MCM
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MAI Capital Management’s NuScale Power SMR Stock Holding History

MAI Capital 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 		– Sell
-930
Closed -$10.1K – 4333
2026
Q1 		$10.1K Buy
930
+482
+108% +$7.33K ﹤0.01% 3168
2025
Q4 		$6.35K Sell
448
-1,206
-73% -$34.5K ﹤0.01% 3026
2025
Q3 		$59.5K Buy
1,654
+447
+37% +$17.8K ﹤0.01% 1832
2025
Q2 		$47.7K Buy
1,207
+50
+4% +$1.25K ﹤0.01% 1886
2025
Q1 		$16.4K Buy
1,157
+707
+157% +$14.3K ﹤0.01% 2273
2024
Q4 		$8.07K Buy
+450
New +$9.29K ﹤0.01% 2609

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

MAI Capital Management's SMR Position: Q2 2026 in Review

MAI Capital Management sold out of NuScale Power (SMR) in Q2 2026, closing a stake of 930 shares — an estimated $10.1K sold.

MAI Capital Management first reported a position in SMR in Q4 2024 and held it in 6 quarters. The position peaked at $59.5K in Q3 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • MAI Capital Management reported no remaining NuScale Power position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 930 NuScale Power shares in Q2 2026, an estimated $10.1K.
  • MAI Capital Management first reported a position in NuScale Power in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's NuScale Power position peaked at $59.5K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.