OCM
SMR icon

Orion Capital Management’s NuScale Power SMR Stock Holding History

Orion Capital Management’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 		$371 Sell
37
-160
-81% -$1.8K ﹤0.01% 508
2026
Q1 		$2.13K Buy
197
+18
+10% +$274 ﹤0.01% 435
2025
Q4 		$2.54K Buy
179
+13
+8% +$372 ﹤0.01% 457
2025
Q3 		$5.98K Buy
166
+60
+57% +$2.39K ﹤0.01% 428
2025
Q2 		$4.19K Buy
+106
New +$2.66K ﹤0.01% 416

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

Orion Capital Management's SMR Position: Q2 2026 in Review

Orion Capital Management reduced its NuScale Power (SMR) stake by 81% in Q2 2026, selling an estimated $1.8K and leaving 37 shares worth $371. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Orion Capital Management first reported a position in SMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.98K in Q3 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Orion Capital Management held 37 shares of NuScale Power worth $371 as of Q2 2026.
  • Orion Capital Management sold 160 NuScale Power shares in Q2 2026, an estimated $1.8K.
  • NuScale Power made up ﹤0.01% of Orion Capital Management's portfolio in Q2 2026, its #508 holding.
  • Orion Capital Management first reported a position in NuScale Power in Q2 2025 and has held it in 5 quarters since.
  • Orion Capital Management's NuScale Power position peaked at $5.98K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.