Moors & Cabot
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Moors & Cabot’s NuScale Power SMR Stock Holding History

Moors & Cabot’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 		$116K Buy
14,635
+465
+3% +$4.18K ﹤0.01% 936
2026
Q2 		$142K Buy
14,170
+460
+3% +$5.19K 0.01% 914
2026
Q1 		$149K Buy
+13,710
New +$209K 0.01% 882

Other funds holding SMR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Once Capital Management
Once Capital Management New York $783M AUM 74.43% 1-Year Est. Return

Moors & Cabot's SMR Position: Q3 2026 in Review

Moors & Cabot increased its NuScale Power (SMR) stake by 3.3% in Q3 2026, buying an estimated $4.18K and bringing the position to 14,635 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Moors & Cabot first reported a position in SMR in Q1 2026 and has held it in 3 quarters since. The position peaked at $149K in Q1 2026. 235 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • Moors & Cabot held 14,635 shares of NuScale Power worth $116K as of Q3 2026.
  • Moors & Cabot bought 465 NuScale Power shares in Q3 2026, an estimated $4.18K.
  • NuScale Power made up ﹤0.01% of Moors & Cabot's portfolio in Q3 2026, its #936 holding.
  • Moors & Cabot first reported a position in NuScale Power in Q1 2026 and has held it in 3 quarters since.
  • Moors & Cabot's NuScale Power position peaked at $149K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.