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Sittner & Nelson’s NuScale Power SMR Stock Holding History

Sittner & Nelson’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 		$7.02K Hold
700
– – ﹤0.01% 466
2026
Q1 		$7.59K Sell
700
-150
-18% -$2.28K ﹤0.01% 451
2025
Q4 		$14.9K Buy
850
+350
+70% +$10K 0.01% 374
2025
Q3 		$18K Hold
500
– – 0.01% 328
2025
Q2 		$19.8K Hold
500
– – 0.01% 324
2025
Q1 		$7.08K Buy
+500
New +$10.1K ﹤0.01% 389

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

Sittner & Nelson's SMR Position: Q2 2026 in Review

Sittner & Nelson held its NuScale Power (SMR) position steady in Q2 2026 at 700 shares worth $7.02K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Sittner & Nelson first reported a position in SMR in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.8K in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Sittner & Nelson held 700 shares of NuScale Power worth $7.02K as of Q2 2026.
  • Sittner & Nelson left its NuScale Power share count unchanged in Q2 2026.
  • NuScale Power made up ﹤0.01% of Sittner & Nelson's portfolio in Q2 2026, its #466 holding.
  • Sittner & Nelson first reported a position in NuScale Power in Q1 2025 and has held it in 6 quarters since.
  • Sittner & Nelson's NuScale Power position peaked at $19.8K in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.