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Prime Capital Investment Advisors’s NuScale Power SMR Stock Holding History

Prime Capital Investment Advisors’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 		$182K Buy
18,129
+5,755
+47% +$64.9K ﹤0.01% 1036
2026
Q1 		$134K Sell
12,374
-9,396
-43% -$143K ﹤0.01% 999
2025
Q4 		$308K Buy
+21,770
New +$623K ﹤0.01% 799
2025
Q3 		– Sell
-5,211
Closed -$206K – 1062
2025
Q2 		$206K Buy
+5,211
New +$131K ﹤0.01% 891

Other funds holding SMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return

Prime Capital Investment Advisors's SMR Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its NuScale Power (SMR) stake by 47% in Q2 2026, buying an estimated $64.9K and bringing the position to 18,129 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Prime Capital Investment Advisors first reported a position in SMR in Q2 2025 and has held it in 4 quarters since. The position peaked at $308K in Q4 2025. 397 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Prime Capital Investment Advisors held 18,129 shares of NuScale Power worth $182K as of Q2 2026.
  • Prime Capital Investment Advisors bought 5,755 NuScale Power shares in Q2 2026, an estimated $64.9K.
  • NuScale Power made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #1036 holding.
  • Prime Capital Investment Advisors first reported a position in NuScale Power in Q2 2025 and has held it in 4 quarters since.
  • Prime Capital Investment Advisors's NuScale Power position peaked at $308K in Q4 2025.
  • 397 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.