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Mutual Advisors’s NuScale Power SMR Stock Holding History

Mutual Advisors’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 		$134K Buy
13,332
+1,228
+10% +$13.9K ﹤0.01% 1361
2026
Q1 		$131K Sell
12,104
-41,445
-77% -$631K ﹤0.01% 1299
2025
Q4 		$759K Sell
53,549
-1,787
-3% -$51.1K 0.02% 688
2025
Q3 		$2.08M Buy
+55,336
New +$2.21M 0.05% 352

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

Mutual Advisors's SMR Position: Q2 2026 in Review

Mutual Advisors increased its NuScale Power (SMR) stake by 10% in Q2 2026, buying an estimated $13.9K and bringing the position to 13,332 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Mutual Advisors first reported a position in SMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.08M in Q3 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Mutual Advisors held 13,332 shares of NuScale Power worth $134K as of Q2 2026.
  • Mutual Advisors bought 1,228 NuScale Power shares in Q2 2026, an estimated $13.9K.
  • NuScale Power made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1361 holding.
  • Mutual Advisors first reported a position in NuScale Power in Q3 2025 and has held it in 4 quarters since.
  • Mutual Advisors's NuScale Power position peaked at $2.08M in Q3 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.