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Prospera Financial Services’s NuScale Power SMR Stock Holding History

Prospera Financial Services’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 		– Sell
-172,672
Closed -$1.87M – 1535
2026
Q1 		$1.87M Buy
172,672
+32,205
+23% +$490K 0.03% 522
2025
Q4 		$1.99M Buy
+140,467
New +$4.02M 0.03% 479

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

Prospera Financial Services's SMR Position: Q2 2026 in Review

Prospera Financial Services sold out of NuScale Power (SMR) in Q2 2026, closing a stake of 172,672 shares — an estimated $1.87M sold.

Prospera Financial Services first reported a position in SMR in Q4 2025 and held it in 2 quarters. The position peaked at $1.99M in Q4 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Prospera Financial Services reported no remaining NuScale Power position as of Q2 2026 after selling out during the quarter.
  • Prospera Financial Services sold 172,672 NuScale Power shares in Q2 2026, an estimated $1.87M.
  • Prospera Financial Services first reported a position in NuScale Power in Q4 2025 and held it in 2 quarters.
  • Prospera Financial Services's NuScale Power position peaked at $1.99M in Q4 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.