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PFG Investments’s NuScale Power SMR Stock Holding History

PFG Investments’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 		$563K Buy
56,171
+29,474
+110% +$332K 0.02% 606
2026
Q1 		$289K Buy
26,697
+15,380
+136% +$234K 0.01% 873
2025
Q4 		$160K Buy
+11,317
New +$324K 0.01% 1048

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

PFG Investments's SMR Position: Q2 2026 in Review

PFG Investments increased its NuScale Power (SMR) stake by 110% in Q2 2026, buying an estimated $332K and bringing the position to 56,171 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #606.

PFG Investments first reported a position in SMR in Q4 2025 and has held it in 3 quarters since. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • PFG Investments held 56,171 shares of NuScale Power worth $563K as of Q2 2026.
  • PFG Investments bought 29,474 NuScale Power shares in Q2 2026, an estimated $332K.
  • NuScale Power made up 0.02% of PFG Investments's portfolio in Q2 2026, its #606 holding.
  • PFG Investments first reported a position in NuScale Power in Q4 2025 and has held it in 3 quarters since.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.