Oppenheimer & Co
SMR icon

Oppenheimer & Co’s NuScale Power SMR Stock Holding History

Oppenheimer & Co’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 		– Sell
-133,365
Closed -$1.34M – 1856
2026
Q2 		$1.34M Buy
+133,365
New +$1.5M 0.01% 808
2026
Q1 		– Sell
-21,170
Closed -$300K – 1783
2025
Q4 		$300K Sell
21,170
-11,117
-34% -$318K ﹤0.01% 1268
2025
Q3 		$1.16M Buy
32,287
+17,475
+118% +$696K 0.01% 824
2025
Q2 		$586K Buy
+14,812
New +$372K 0.01% 1085

Other funds holding SMR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Once Capital Management
Once Capital Management New York $783M AUM 74.43% 1-Year Est. Return

Oppenheimer & Co's SMR Position: Q3 2026 in Review

Oppenheimer & Co sold out of NuScale Power (SMR) in Q3 2026, closing a stake of 133,365 shares — an estimated $1.34M sold.

Oppenheimer & Co first reported a position in SMR in Q2 2025 and held it in 4 quarters. The position peaked at $1.34M in Q2 2026. 254 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • Oppenheimer & Co reported no remaining NuScale Power position as of Q3 2026 after selling out during the quarter.
  • Oppenheimer & Co sold 133,365 NuScale Power shares in Q3 2026, an estimated $1.34M.
  • Oppenheimer & Co first reported a position in NuScale Power in Q2 2025 and held it in 4 quarters.
  • Oppenheimer & Co's NuScale Power position peaked at $1.34M in Q2 2026.
  • 254 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.