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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
Q1 		$130K Buy
+12,000
New +$183K 0.01% 379

Other funds holding SMR

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BlackRock
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principle Wealth Partners's SMR Position: Q1 2026 in Review

Principle Wealth Partners opened a new position in NuScale Power (SMR) in Q1 2026: 12,000 shares worth $130K. The stake represents 0.01% of the portfolio and ranks #379 among its holdings.

493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Principle Wealth Partners held 12,000 shares of NuScale Power worth $130K as of Q1 2026.
  • NuScale Power was a new Principle Wealth Partners position in Q1 2026.
  • NuScale Power made up 0.01% of Principle Wealth Partners's portfolio in Q1 2026, its #379 holding.
  • 493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.