Private Wealth Partners’s NuScale Power SMR Stock Holding History

Private 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 Q3	–	Sell	-24,670	Closed	-$247K	–	189
2026 Q2	$247K	Sell	24,670 -45,575	-65%	-$514K	0.02%	157
2026 Q1	$761K	Sell	70,245 -10,475	-13%	-$159K	0.06%	111
2025 Q4	$1.14M	Buy	80,720 +45,320	+128%	+$1.3M	0.08%	93
2025 Q3	$1.27M	Buy	35,400 +12,400	+54%	+$494K	0.09%	85
2025 Q2	$910K	Buy	23,000 +6,500	+39%	+$163K	0.07%	99
2025 Q1	$234K	Buy	+16,500	New	+$334K	0.02%	152

Other funds holding SMR

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Private Wealth Partners's SMR Position: Q3 2026 in Review

Private Wealth Partners sold out of NuScale Power (SMR) in Q3 2026, closing a stake of 24,670 shares — an estimated $247K sold.

Private Wealth Partners first reported a position in SMR in Q1 2025 and held it in 6 quarters. The position peaked at $1.27M in Q3 2025. 121 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

Private Wealth Partners reported no remaining NuScale Power position as of Q3 2026 after selling out during the quarter.
Private Wealth Partners sold 24,670 NuScale Power shares in Q3 2026, an estimated $247K.
Private Wealth Partners first reported a position in NuScale Power in Q1 2025 and held it in 6 quarters.
Private Wealth Partners's NuScale Power position peaked at $1.27M in Q3 2025.
121 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Private Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.