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Principle Wealth Partners’s NuScale Power SMR Stock Holding History

Principle Wealth Partners’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 		$150K Buy
15,000
+3,000
+25% +$33.8K 0.01% 395
2026
Q1 		$130K Buy
+12,000
New +$183K 0.01% 379

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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

Principle Wealth Partners's SMR Position: Q2 2026 in Review

Principle Wealth Partners increased its NuScale Power (SMR) stake by 25% in Q2 2026, buying an estimated $33.8K and bringing the position to 15,000 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #395.

Principle Wealth Partners first reported a position in SMR in Q1 2026 and has held it in 2 quarters since. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Principle Wealth Partners held 15,000 shares of NuScale Power worth $150K as of Q2 2026.
  • Principle Wealth Partners bought 3,000 NuScale Power shares in Q2 2026, an estimated $33.8K.
  • NuScale Power made up 0.01% of Principle Wealth Partners's portfolio in Q2 2026, its #395 holding.
  • Principle Wealth Partners first reported a position in NuScale Power in Q1 2026 and has held it in 2 quarters since.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.