SEI Investments’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
$330K Sell
32,858
-8,201
-20% -$92.5K ﹤0.01% 2821
2026
Q1
$445K Buy
41,059
+30,303
+282% +$461K ﹤0.01% 2695
2025
Q4
$152K Sell
10,756
-13,142
-55% -$376K ﹤0.01% 2964
2025
Q3
$860K Sell
23,898
-447
-2% -$17.8K ﹤0.01% 2020
2025
Q2
$963K Buy
+24,345
New +$611K ﹤0.01% 1942
2025
Q1
Sell
-30,770
Closed -$552K 2829
2024
Q4
$552K Buy
+30,770
New +$635K ﹤0.01% 2158
2024
Q3
Sell
-44,486
Closed -$520K 2755
2024
Q2
$520K Buy
+44,486
New +$317K ﹤0.01% 2142
2024
Q1
Sell
-14,683
Closed -$48.3K 2698
2023
Q4
$48.3K Buy
+14,683
New +$52.2K ﹤0.01% 2560

Other funds holding SMR

SEI Investments's SMR Position: Q2 2026 in Review

SEI Investments reduced its NuScale Power (SMR) stake by 20% in Q2 2026, selling an estimated $92.5K and leaving 32,858 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #2821.

SEI Investments first reported a position in SMR in Q4 2023 and has held it in 8 quarters since. The position peaked at $963K in Q2 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • SEI Investments held 32,858 shares of NuScale Power worth $330K as of Q2 2026.
  • SEI Investments sold 8,201 NuScale Power shares in Q2 2026, an estimated $92.5K.
  • NuScale Power made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2821 holding.
  • SEI Investments first reported a position in NuScale Power in Q4 2023 and has held it in 8 quarters since.
  • SEI Investments's NuScale Power position peaked at $963K in Q2 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.