MWM
SMR icon

MFG Wealth Management’s NuScale Power SMR Stock Holding History

MFG 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
Q1 		– Sell
-62,983
Closed -$892K – 72
2025
Q4 		$892K Sell
62,983
-10,108
-14% -$289K 0.7% 56
2025
Q3 		$2.63M Buy
73,091
+26,860
+58% +$1.07M 1.99% 20
2025
Q2 		$1.83M Buy
+46,231
New +$1.16M 1.54% 33

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MFG Wealth Management's SMR Position: Q1 2026 in Review

MFG Wealth Management sold out of NuScale Power (SMR) in Q1 2026, closing a stake of 62,983 shares — an estimated $892K sold.

MFG Wealth Management first reported a position in SMR in Q2 2025 and held it in 3 quarters. The position peaked at $2.63M in Q3 2025. 496 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • MFG Wealth Management reported no remaining NuScale Power position as of Q1 2026 after selling out during the quarter.
  • MFG Wealth Management sold 62,983 NuScale Power shares in Q1 2026, an estimated $892K.
  • MFG Wealth Management first reported a position in NuScale Power in Q2 2025 and held it in 3 quarters.
  • MFG Wealth Management's NuScale Power position peaked at $2.63M in Q3 2025.
  • 496 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on MFG Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.