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Sowell Financial Services’s NuScale Power SMR Stock Holding History

Sowell Financial Services’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 		$424K Buy
42,235
+883
+2% +$9.96K 0.01% 712
2026
Q1 		$448K Buy
41,352
+3,910
+10% +$59.5K 0.02% 676
2025
Q4 		$531K Buy
37,442
+5,746
+18% +$164K 0.02% 626
2025
Q3 		$1.14M Buy
31,696
+6,051
+24% +$241K 0.04% 393
2025
Q2 		$1.01M Buy
25,645
+12,246
+91% +$307K 0.04% 407
2025
Q1 		$190K Sell
13,399
-184
-1% -$3.72K 0.01% 937
2024
Q4 		$244K Buy
+13,583
New +$280K 0.01% 489

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 $3.38T AUM 44.17% 1-Year Est. Return

Sowell Financial Services's SMR Position: Q2 2026 in Review

Sowell Financial Services increased its NuScale Power (SMR) stake by 2.1% in Q2 2026, buying an estimated $9.96K and bringing the position to 42,235 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #712.

Sowell Financial Services first reported a position in SMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q3 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Sowell Financial Services held 42,235 shares of NuScale Power worth $424K as of Q2 2026.
  • Sowell Financial Services bought 883 NuScale Power shares in Q2 2026, an estimated $9.96K.
  • NuScale Power made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #712 holding.
  • Sowell Financial Services first reported a position in NuScale Power in Q4 2024 and has held it in 7 quarters since.
  • Sowell Financial Services's NuScale Power position peaked at $1.14M in Q3 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.