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Regal Investment Advisors’s NuScale Power SMR Stock Holding History

Regal Investment Advisors’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 		$291K Buy
29,031
+9,509
+49% +$107K 0.02% 574
2026
Q1 		$212K Buy
19,522
+4,407
+29% +$67.1K 0.01% 620
2025
Q4 		$214K Buy
15,115
+1,710
+13% +$48.9K 0.01% 560
2025
Q3 		$483K Buy
13,405
+6,410
+92% +$255K 0.03% 384
2025
Q2 		$277K Buy
+6,995
New +$176K 0.02% 442
2024
Q2 		– Sell
-11,169
Closed -$59.3K – 604
2024
Q1 		$59.3K Sell
11,169
-6,615
-37% -$23.7K ﹤0.01% 570
2023
Q4 		$58.5K Buy
17,784
+5,445
+44% +$19.4K ﹤0.01% 532
2023
Q3 		$60.5K Buy
+12,339
New +$81.3K 0.01% 486

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

Regal Investment Advisors's SMR Position: Q2 2026 in Review

Regal Investment Advisors increased its NuScale Power (SMR) stake by 49% in Q2 2026, buying an estimated $107K and bringing the position to 29,031 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #574.

Regal Investment Advisors first reported a position in SMR in Q3 2023 and has held it in 8 quarters since. The position peaked at $483K in Q3 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Regal Investment Advisors held 29,031 shares of NuScale Power worth $291K as of Q2 2026.
  • Regal Investment Advisors bought 9,509 NuScale Power shares in Q2 2026, an estimated $107K.
  • NuScale Power made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #574 holding.
  • Regal Investment Advisors first reported a position in NuScale Power in Q3 2023 and has held it in 8 quarters since.
  • Regal Investment Advisors's NuScale Power position peaked at $483K in Q3 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.