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Private Advisor Group’s NuScale Power SMR Stock Holding History

Private Advisor Group’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 		$585K Sell
58,327
-30,813
-35% -$348K ﹤0.01% 1686
2026
Q1 		$966K Sell
89,140
-4,627
-5% -$70.4K ﹤0.01% 1444
2025
Q4 		$1.33M Buy
93,767
+17,072
+22% +$488K 0.01% 1249
2025
Q3 		$2.76M Buy
76,695
+10,725
+16% +$427K 0.01% 874
2025
Q2 		$2.61M Buy
65,970
+4,477
+7% +$112K 0.01% 857
2025
Q1 		$871K Buy
61,493
+119
+0.2% +$2.4K 0.01% 1323
2024
Q4 		$1.1M Buy
61,374
+25,904
+73% +$534K 0.01% 1176
2024
Q3 		$411K Buy
35,470
+6,071
+21% +$61.9K ﹤0.01% 1733
2024
Q2 		$344K Buy
29,399
+14,849
+102% +$106K ﹤0.01% 1793
2024
Q1 		$77.3K Buy
+14,550
New +$52.2K ﹤0.01% 2219

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

Private Advisor Group's SMR Position: Q2 2026 in Review

Private Advisor Group reduced its NuScale Power (SMR) stake by 35% in Q2 2026, selling an estimated $348K and leaving 58,327 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Private Advisor Group first reported a position in SMR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.76M in Q3 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Private Advisor Group held 58,327 shares of NuScale Power worth $585K as of Q2 2026.
  • Private Advisor Group sold 30,813 NuScale Power shares in Q2 2026, an estimated $348K.
  • NuScale Power made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1686 holding.
  • Private Advisor Group first reported a position in NuScale Power in Q1 2024 and has held it in 10 quarters since.
  • Private Advisor Group's NuScale Power position peaked at $2.76M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.