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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
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 $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mutual Advisors's SMR Position: Q1 2026 in Review

Mutual Advisors reduced its NuScale Power (SMR) stake by 77% in Q1 2026, selling an estimated $631K and leaving 12,104 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Mutual Advisors first reported a position in SMR in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.08M in Q3 2025. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Mutual Advisors held 12,104 shares of NuScale Power worth $131K as of Q1 2026.
  • Mutual Advisors sold 41,445 NuScale Power shares in Q1 2026, an estimated $631K.
  • NuScale Power made up ﹤0.01% of Mutual Advisors's portfolio in Q1 2026, its #1299 holding.
  • Mutual Advisors first reported a position in NuScale Power in Q3 2025 and has held it in 3 quarters since.
  • Mutual Advisors's NuScale Power position peaked at $2.08M in Q3 2025.
  • 493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.