North Point Portfolio Managers’s NuScale Power SMR Stock Holding History

North Point Portfolio Managers’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 Q3	$1.94K	Buy	+246	New	+$2.21K	﹤0.01%	237

Other funds holding SMR

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WFP

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

SDH

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

North Point Portfolio Managers's SMR Position: Q3 2026 in Review

North Point Portfolio Managers opened a new position in NuScale Power (SMR) in Q3 2026: 246 shares worth $1.94K. The stake represents ﹤0.01% of the portfolio and ranks #237 among its holdings.

43 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

North Point Portfolio Managers held 246 shares of NuScale Power worth $1.94K as of Q3 2026.
NuScale Power was a new North Point Portfolio Managers position in Q3 2026.
NuScale Power made up ﹤0.01% of North Point Portfolio Managers's portfolio in Q3 2026, its #237 holding.
43 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.