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MRA Advisory Group’s NuScale Power SMR Stock Holding History

MRA Advisory Group’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 		$106K Sell
10,554
-40,802
-79% -$460K 0.04% 154
2026
Q1 		$557K Buy
51,356
+11,454
+29% +$174K 0.23% 65
2025
Q4 		$565K Buy
39,902
+14,551
+57% +$416K 0.24% 62
2025
Q3 		$913K Buy
25,351
+17,315
+215% +$690K 0.4% 39
2025
Q2 		$318K Buy
+8,036
New +$202K 0.15% 94
2025
Q1 		– Sell
-20,799
Closed -$373K – 147
2024
Q4 		$373K Buy
+20,799
New +$429K 0.2% 68

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
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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MRA Advisory Group's SMR Position: Q2 2026 in Review

MRA Advisory Group reduced its NuScale Power (SMR) stake by 79% in Q2 2026, selling an estimated $460K and leaving 10,554 shares worth $106K. The position accounts for 0.04% of the portfolio, ranked #154.

MRA Advisory Group first reported a position in SMR in Q4 2024 and has held it in 6 quarters since. The position peaked at $913K in Q3 2025. 521 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • MRA Advisory Group held 10,554 shares of NuScale Power worth $106K as of Q2 2026.
  • MRA Advisory Group sold 40,802 NuScale Power shares in Q2 2026, an estimated $460K.
  • NuScale Power made up 0.04% of MRA Advisory Group's portfolio in Q2 2026, its #154 holding.
  • MRA Advisory Group first reported a position in NuScale Power in Q4 2024 and has held it in 6 quarters since.
  • MRA Advisory Group's NuScale Power position peaked at $913K in Q3 2025.
  • 521 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.