PS
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
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 $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

Principal Securities's SMR Position: Q2 2026 in Review

Principal Securities reduced its NuScale Power (SMR) stake by 10% in Q2 2026, selling an estimated $16.4K and leaving 12,985 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Principal Securities first reported a position in SMR in Q1 2024 and has held it in 10 quarters since. The position peaked at $561K in Q3 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Principal Securities held 12,985 shares of NuScale Power worth $130K as of Q2 2026.
  • Principal Securities sold 1,453 NuScale Power shares in Q2 2026, an estimated $16.4K.
  • NuScale Power made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1529 holding.
  • Principal Securities first reported a position in NuScale Power in Q1 2024 and has held it in 10 quarters since.
  • Principal Securities's NuScale Power position peaked at $561K in Q3 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.