Philip James Wealth Mangement’s NuScale Power SMR Stock Holding History

Philip James Wealth Mangement’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 Q1	$112K	Sell	10,288 -8,900	-46%	-$135K	0.01%	156
2025 Q4	$272K	Sell	19,188 -7,255	-27%	-$208K	0.03%	152
2025 Q3	$952K	Sell	26,443 -3,187	-11%	-$127K	0.11%	88
2025 Q2	$1.17M	Sell	29,630 -85,859	-74%	-$2.15M	0.15%	82
2025 Q1	$1.64M	Sell	115,489 -12,230	-10%	-$247K	0.2%	64
2024 Q4	$2.29M	Sell	127,719 -15,315	-11%	-$316K	0.3%	58
2024 Q3	$1.66M	Buy	+143,034	New	+$1.46M	0.2%	65

Other funds holding SMR

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Philip James Wealth Mangement's SMR Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its NuScale Power (SMR) stake by 46% in Q1 2026, selling an estimated $135K and leaving 10,288 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #156.

Philip James Wealth Mangement first reported a position in SMR in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.29M in Q4 2024. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

Philip James Wealth Mangement held 10,288 shares of NuScale Power worth $112K as of Q1 2026.
Philip James Wealth Mangement sold 8,900 NuScale Power shares in Q1 2026, an estimated $135K.
NuScale Power made up 0.01% of Philip James Wealth Mangement's portfolio in Q1 2026, its #156 holding.
Philip James Wealth Mangement first reported a position in NuScale Power in Q3 2024 and has held it in 7 quarters since.
Philip James Wealth Mangement's NuScale Power position peaked at $2.29M in Q4 2024.
493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.