Nisa Investment Advisors
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Nisa Investment Advisors’s NuScale Power SMR Stock Holding History

Nisa Investment 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 		$42.5K Buy
4,239
+2,769
+188% +$31.2K ﹤0.01% 1916
2026
Q1 		$15.9K Sell
1,470
-219
-13% -$3.33K ﹤0.01% 2095
2025
Q4 		$23.9K Sell
1,689
-1,266
-43% -$36.2K ﹤0.01% 1873
2025
Q3 		$106K Buy
2,955
+26
+0.9% +$1.04K ﹤0.01% 1419
2025
Q2 		$116K Buy
2,929
+1,282
+78% +$32.2K ﹤0.01% 1355
2025
Q1 		$23.3K Buy
1,647
+1,129
+218% +$22.8K ﹤0.01% 1819
2024
Q4 		$9.29K Buy
518
+71
+16% +$1.47K ﹤0.01% 2152
2024
Q3 		$5.18K Buy
447
+87
+24% +$887 ﹤0.01% 2220
2024
Q2 		$4.21K Buy
360
+36
+11% +$256 ﹤0.01% 2288
2024
Q1 		$1.72K Buy
324
+284
+710% +$1.02K ﹤0.01% 2263
2023
Q4 		$132 Sell
40
-40
-50% -$142 ﹤0.01% 2598
2023
Q3 		$392 Buy
80
+40
+100% +$264 ﹤0.01% 2565
2023
Q2 		$272 Buy
+40
New +$325 ﹤0.01% 2670

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

Nisa Investment Advisors's SMR Position: Q2 2026 in Review

Nisa Investment Advisors increased its NuScale Power (SMR) stake by 188% in Q2 2026, buying an estimated $31.2K and bringing the position to 4,239 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

Nisa Investment Advisors first reported a position in SMR in Q2 2023 and has held it in 13 quarters since. The position peaked at $116K in Q2 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Nisa Investment Advisors held 4,239 shares of NuScale Power worth $42.5K as of Q2 2026.
  • Nisa Investment Advisors bought 2,769 NuScale Power shares in Q2 2026, an estimated $31.2K.
  • NuScale Power made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1916 holding.
  • Nisa Investment Advisors first reported a position in NuScale Power in Q2 2023 and has held it in 13 quarters since.
  • Nisa Investment Advisors's NuScale Power position peaked at $116K in Q2 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.