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Meridian Wealth Management’s NuScale Power SMR Stock Holding History

Meridian Wealth 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 		$326K Buy
+32,488
New +$366K 0.01% 655
2025
Q4 		– Sell
-5,889
Closed -$212K – 779
2025
Q3 		$212K Buy
5,889
+46
+0.8% +$1.83K 0.01% 667
2025
Q2 		$231K Buy
+5,843
New +$147K 0.01% 615

Other funds holding SMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
OCM
Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

Meridian Wealth Management's SMR Position: Q2 2026 in Review

Meridian Wealth Management opened a new position in NuScale Power (SMR) in Q2 2026: 32,488 shares worth $326K. The stake represents 0.01% of the portfolio and ranks #655 among its holdings. This is a return to the name: Meridian Wealth Management previously reported a position in SMR as recently as Q3 2025.

Meridian Wealth Management first reported a position in SMR in Q2 2025 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Meridian Wealth Management held 32,488 shares of NuScale Power worth $326K as of Q2 2026.
  • NuScale Power was a new Meridian Wealth Management position in Q2 2026.
  • NuScale Power made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #655 holding.
  • Meridian Wealth Management first reported a position in NuScale Power in Q2 2025 and has held it in 3 quarters since.
  • 258 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.