NA
SMR icon

NewEdge Advisors’s NuScale Power SMR Stock Holding History

NewEdge 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 		$1.47M Buy
146,870
+98,440
+203% +$1.11M ﹤0.01% 1398
2026
Q1 		$346K Buy
48,430
+25,293
+109% +$385K ﹤0.01% 2240
2025
Q4 		$328K Sell
23,137
-38,653
-63% -$1.11M ﹤0.01% 2257
2025
Q3 		$1.24M Buy
61,790
+16,703
+37% +$666K 0.01% 1276
2025
Q2 		$1.3M Buy
45,087
+5,151
+13% +$129K 0.01% 1141
2025
Q1 		$295K Sell
39,936
-10,054
-20% -$203K ﹤0.01% 1910
2024
Q4 		$687K Buy
49,990
+45,571
+1,031% +$940K ﹤0.01% 1362
2024
Q3 		$51.2K Buy
4,419
+2,419
+121% +$24.7K ﹤0.01% 2426
2024
Q2 		$23.4K Buy
2,000
+1,000
+100% +$7.12K ﹤0.01% 2584
2024
Q1 		$5.31K Hold
1,000
– – ﹤0.01% 3116
2023
Q4 		$3.29K Hold
1,000
– – ﹤0.01% 3236
2023
Q3 		$4.9K Hold
1,000
– – ﹤0.01% 2819
2023
Q2 		$6.8K Hold
1,000
– – ﹤0.01% 2720
2023
Q1 		$9.09K Buy
1,000
+980
+4,900% +$9.83K ﹤0.01% 2598
2022
Q4 		$0 Buy
+20
New +$221 ﹤0.01% 4195

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

NewEdge Advisors's SMR Position: Q2 2026 in Review

NewEdge Advisors increased its NuScale Power (SMR) stake by 203% in Q2 2026, buying an estimated $1.11M and bringing the position to 146,870 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

NewEdge Advisors first reported a position in SMR in Q4 2022 and has held it in 15 quarters since. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • NewEdge Advisors held 146,870 shares of NuScale Power worth $1.47M as of Q2 2026.
  • NewEdge Advisors bought 98,440 NuScale Power shares in Q2 2026, an estimated $1.11M.
  • NuScale Power made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1398 holding.
  • NewEdge Advisors first reported a position in NuScale Power in Q4 2022 and has held it in 15 quarters since.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.