PJWM
SMR icon

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
Q2 		– Sell
-10,288
Closed -$112K – 163
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
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

Philip James Wealth Mangement's SMR Position: Q2 2026 in Review

Philip James Wealth Mangement sold out of NuScale Power (SMR) in Q2 2026, closing a stake of 10,288 shares — an estimated $112K sold.

Philip James Wealth Mangement first reported a position in SMR in Q3 2024 and held it in 7 quarters. The position peaked at $2.29M in Q4 2024. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Philip James Wealth Mangement reported no remaining NuScale Power position as of Q2 2026 after selling out during the quarter.
  • Philip James Wealth Mangement sold 10,288 NuScale Power shares in Q2 2026, an estimated $112K.
  • Philip James Wealth Mangement first reported a position in NuScale Power in Q3 2024 and held it in 7 quarters.
  • Philip James Wealth Mangement's NuScale Power position peaked at $2.29M in Q4 2024.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.