Principal Securities
SMR icon

Principal Securities’s NuScale Power SMR Stock Holding History

Principal Securities’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
Q3 		$88.4K Sell
11,190
-1,795
-14% -$16.1K ﹤0.01% 1560
2026
Q2 		$130K Sell
12,985
-1,453
-10% -$16.4K ﹤0.01% 1529
2026
Q1 		$157K Sell
14,438
-8,096
-36% -$123K ﹤0.01% 1396
2025
Q4 		$319K Buy
22,534
+6,944
+45% +$199K ﹤0.01% 1121
2025
Q3 		$561K Buy
15,590
+9,432
+153% +$376K 0.01% 876
2025
Q2 		$244K Buy
6,158
+5,185
+533% +$130K ﹤0.01% 1145
2025
Q1 		$17.4K Hold
973
– – ﹤0.01% 2277
2024
Q4 		$17.4K Buy
973
+420
+76% +$8.67K ﹤0.01% 2274
2024
Q3 		$6.4K Buy
553
+200
+57% +$2.04K ﹤0.01% 2595
2024
Q2 		$4.13K Hold
353
– – ﹤0.01% 2702
2024
Q1 		$1.87K Buy
+353
New +$1.27K ﹤0.01% 2888

Other funds holding SMR

VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Principal Securities's SMR Position: Q3 2026 in Review

Principal Securities reduced its NuScale Power (SMR) stake by 14% in Q3 2026, selling an estimated $16.1K and leaving 11,190 shares worth $88.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Principal Securities first reported a position in SMR in Q1 2024 and has held it in 11 quarters since. The position peaked at $561K in Q3 2025. 406 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • Principal Securities held 11,190 shares of NuScale Power worth $88.4K as of Q3 2026.
  • Principal Securities sold 1,795 NuScale Power shares in Q3 2026, an estimated $16.1K.
  • NuScale Power made up ﹤0.01% of Principal Securities's portfolio in Q3 2026, its #1560 holding.
  • Principal Securities first reported a position in NuScale Power in Q1 2024 and has held it in 11 quarters since.
  • Principal Securities's NuScale Power position peaked at $561K in Q3 2025.
  • 406 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Principal Securities's 13F filing for Q3 2026, filed 12 Nov 2026.