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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
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

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

Oppenheimer & Co's SMR Position: Q2 2026 in Review

Oppenheimer & Co opened a new position in NuScale Power (SMR) in Q2 2026: 133,365 shares worth $1.34M. The stake represents 0.01% of the portfolio and ranks #808 among its holdings. This is a return to the name: Oppenheimer & Co previously reported a position in SMR as recently as Q4 2025.

Oppenheimer & Co first reported a position in SMR in Q2 2025 and has held it in 4 quarters since. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Oppenheimer & Co held 133,365 shares of NuScale Power worth $1.34M as of Q2 2026.
  • NuScale Power was a new Oppenheimer & Co position in Q2 2026.
  • NuScale Power made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #808 holding.
  • Oppenheimer & Co first reported a position in NuScale Power in Q2 2025 and has held it in 4 quarters since.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.