RWM
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RMG Wealth Management’s NuScale Power SMR Stock Holding History

RMG Wealth Management’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 		$192 Hold
20
– – ﹤0.01% 546
2026
Q1 		$266 Buy
+20
New +$304 ﹤0.01% 572

Other funds holding SMR

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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

RMG Wealth Management's SMR Position: Q2 2026 in Review

RMG Wealth Management held its NuScale Power (SMR) position steady in Q2 2026 at 20 shares worth $192. The position accounts for ﹤0.01% of the portfolio, ranked #546.

RMG Wealth Management first reported a position in SMR in Q1 2026 and has held it in 2 quarters since. The position peaked at $266 in Q1 2026. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • RMG Wealth Management held 20 shares of NuScale Power worth $192 as of Q2 2026.
  • RMG Wealth Management left its NuScale Power share count unchanged in Q2 2026.
  • NuScale Power made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #546 holding.
  • RMG Wealth Management first reported a position in NuScale Power in Q1 2026 and has held it in 2 quarters since.
  • RMG Wealth Management's NuScale Power position peaked at $266 in Q1 2026.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.