N.E.W. Advisory Services’s NuScale Power SMR Stock Holding History

N.E.W. Advisory Services’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	$199K	Buy	19,833 +7,171	+57%	+$80.9K	0.01%	217
2026 Q1	$137K	Buy	12,662 +2,507	+25%	+$38.1K	0.01%	251
2025 Q4	$144K	Sell	10,155 -357	-3%	-$10.2K	0.01%	240
2025 Q3	$378K	Buy	10,512 +533	+5%	+$21.2K	0.03%	134
2025 Q2	$395K	Sell	9,979 -10	-0.1%	-$251	0.04%	129
2025 Q1	$141K	Buy	+9,989	New	+$202K	0.01%	240

Other funds holding SMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

N.E.W. Advisory Services's SMR Position: Q2 2026 in Review

N.E.W. Advisory Services increased its NuScale Power (SMR) stake by 57% in Q2 2026, buying an estimated $80.9K and bringing the position to 19,833 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #217.

N.E.W. Advisory Services first reported a position in SMR in Q1 2025 and has held it in 6 quarters since. The position peaked at $395K in Q2 2025. 305 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

N.E.W. Advisory Services held 19,833 shares of NuScale Power worth $199K as of Q2 2026.
N.E.W. Advisory Services bought 7,171 NuScale Power shares in Q2 2026, an estimated $80.9K.
NuScale Power made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #217 holding.
N.E.W. Advisory Services first reported a position in NuScale Power in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's NuScale Power position peaked at $395K in Q2 2025.
305 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.