Rockefeller Capital Management
SMR icon

Rockefeller Capital Management’s NuScale Power SMR Stock Holding History

Rockefeller Capital 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 		$483K Sell
48,156
-85,600
-64% -$966K ﹤0.01% 2104
2026
Q1 		$1.45M Buy
133,756
+102,619
+330% +$1.56M ﹤0.01% 1439
2025
Q4 		$441K Sell
31,137
-21,293
-41% -$609K ﹤0.01% 1977
2025
Q3 		$1.89M Sell
52,430
-13,671
-21% -$545K ﹤0.01% 1180
2025
Q2 		$2.61M Buy
+66,101
New +$1.66M 0.01% 1015
2025
Q1 		– Sell
-58,900
Closed -$1.06M – 1731
2024
Q4 		$1.06M Buy
58,900
+30,217
+105% +$623K ﹤0.01% 1229
2024
Q3 		$332K Buy
28,683
+6,350
+28% +$64.8K ﹤0.01% 1531
2024
Q2 		$261K Buy
+22,333
New +$159K ﹤0.01% 1584
2023
Q3 		– Sell
-95,570
Closed -$650K – 1787
2023
Q2 		$650K Sell
95,570
-68,719
-42% -$558K ﹤0.01% 1245
2023
Q1 		$1.49M Buy
164,289
+100,908
+159% +$1.01M 0.01% 924
2022
Q4 		$650K Buy
+63,381
New +$702K ﹤0.01% 1176

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

Rockefeller Capital Management's SMR Position: Q2 2026 in Review

Rockefeller Capital Management reduced its NuScale Power (SMR) stake by 64% in Q2 2026, selling an estimated $966K and leaving 48,156 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #2104.

Rockefeller Capital Management first reported a position in SMR in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.61M in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Rockefeller Capital Management held 48,156 shares of NuScale Power worth $483K as of Q2 2026.
  • Rockefeller Capital Management sold 85,600 NuScale Power shares in Q2 2026, an estimated $966K.
  • NuScale Power made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2104 holding.
  • Rockefeller Capital Management first reported a position in NuScale Power in Q4 2022 and has held it in 11 quarters since.
  • Rockefeller Capital Management's NuScale Power position peaked at $2.61M in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.