PWM
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Peterson Wealth Management’s NuScale Power SMR Stock Holding History

Peterson Wealth 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 		$4.51K Buy
+450
New +$5.08K ﹤0.01% 168

Other funds holding SMR

VanEck Associates
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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

Peterson Wealth Management's SMR Position: Q2 2026 in Review

Peterson Wealth Management opened a new position in NuScale Power (SMR) in Q2 2026: 450 shares worth $4.51K. The stake represents ﹤0.01% of the portfolio and ranks #168 among its holdings.

519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Peterson Wealth Management held 450 shares of NuScale Power worth $4.51K as of Q2 2026.
  • NuScale Power was a new Peterson Wealth Management position in Q2 2026.
  • NuScale Power made up ﹤0.01% of Peterson Wealth Management's portfolio in Q2 2026, its #168 holding.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.