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MassMutual Private Wealth & Trust’s NuScale Power SMR Stock Holding History

MassMutual Private Wealth & Trust’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 		$2.01K Buy
+200
New +$2.26K ﹤0.01% 2005
2026
Q1 		– Sell
-82
Closed -$1.16K – 2488
2025
Q4 		$1.16K Buy
+82
New +$2.35K ﹤0.01% 2111
2025
Q2 		– Sell
-36
Closed -$510 – 2489
2025
Q1 		$510 Buy
+36
New +$728 ﹤0.01% 2231

Other funds holding SMR

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

MassMutual Private Wealth & Trust's SMR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust opened a new position in NuScale Power (SMR) in Q2 2026: 200 shares worth $2.01K. The stake represents ﹤0.01% of the portfolio and ranks #2005 among its holdings. This is a return to the name: MassMutual Private Wealth & Trust previously reported a position in SMR as recently as Q4 2025.

MassMutual Private Wealth & Trust first reported a position in SMR in Q1 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • MassMutual Private Wealth & Trust held 200 shares of NuScale Power worth $2.01K as of Q2 2026.
  • NuScale Power was a new MassMutual Private Wealth & Trust position in Q2 2026.
  • NuScale Power made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2005 holding.
  • MassMutual Private Wealth & Trust first reported a position in NuScale Power in Q1 2025 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.