Meriwether Wealth & Planning’s NuScale Power SMR Stock Holding History

Meriwether Wealth & Planning’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 Q3	$33.6K	Buy	+4,250	New	+$38.2K	0.02%	301

Other funds holding SMR

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Themes Management Co Greenwich, Connecticut $152M AUM 42.75% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Meriwether Wealth & Planning's SMR Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in NuScale Power (SMR) in Q3 2026: 4,250 shares worth $33.6K. The stake represents 0.02% of the portfolio and ranks #301 among its holdings.

141 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

Meriwether Wealth & Planning held 4,250 shares of NuScale Power worth $33.6K as of Q3 2026.
NuScale Power was a new Meriwether Wealth & Planning position in Q3 2026.
NuScale Power made up 0.02% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #301 holding.
141 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.