MSG
SMR icon

Main Street Group’s NuScale Power SMR Stock Holding History

Main Street Group’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 		$11K Buy
1,100
+1,000
+1,000% +$11.3K ﹤0.01% 537
2026
Q1 		$1.08K Buy
+100
New +$1.52K ﹤0.01% 765
2025
Q4 		– Sell
-100
Closed -$3.6K – 518
2025
Q3 		$3.6K Hold
100
– – ﹤0.01% 649
2025
Q2 		$3.96K Hold
100
– – ﹤0.01% 602
2025
Q1 		$1.42K Sell
100
-100
-50% -$2.02K ﹤0.01% 686
2024
Q4 		$3.59K Hold
200
– – ﹤0.01% 618
2024
Q3 		$2.32K Buy
200
+100
+100% +$1.02K ﹤0.01% 658
2024
Q2 		$1.09K Hold
100
– – ﹤0.01% 757
2024
Q1 		$524 Hold
100
– – ﹤0.01% 834
2023
Q4 		$329 Buy
+100
New +$355 ﹤0.01% 1223

Other funds holding SMR

CAMG
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CCA
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Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return