R Squared’s NuScale Power SMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$261K Buy
26,019
+11,733
+82% +$132K 0.14% 267
2026
Q1
$155K Buy
14,286
+776
+6% +$11.8K 0.09% 330
2025
Q4
$191K Buy
13,510
+7,235
+115% +$207K 0.09% 372
2025
Q3
$226K Sell
6,275
-2,629
-30% -$105K 0.1% 346
2025
Q2
$352K Buy
+8,904
New +$223K 0.19% 179

Other funds holding SMR

R Squared's SMR Position: Q2 2026 in Review

R Squared increased its NuScale Power (SMR) stake by 82% in Q2 2026, buying an estimated $132K and bringing the position to 26,019 shares worth $261K. The position accounts for 0.14% of the portfolio, ranked #267.

R Squared first reported a position in SMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $352K in Q2 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • R Squared held 26,019 shares of NuScale Power worth $261K as of Q2 2026.
  • R Squared bought 11,733 NuScale Power shares in Q2 2026, an estimated $132K.
  • NuScale Power made up 0.14% of R Squared's portfolio in Q2 2026, its #267 holding.
  • R Squared first reported a position in NuScale Power in Q2 2025 and has held it in 5 quarters since.
  • R Squared's NuScale Power position peaked at $352K in Q2 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.