SGK
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Steigerwald Gordon & Koch’s NuScale Power SMR Stock Holding History

Steigerwald Gordon & Koch’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 		$12.5K Hold
1,250
– – ﹤0.01% 504
2026
Q1 		$13.6K Hold
1,250
– – ﹤0.01% 482
2025
Q4 		$17.7K Buy
1,250
+100
+9% +$2.86K ﹤0.01% 474
2025
Q3 		$41.4K Buy
+1,150
New +$45.8K ﹤0.01% 331

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

Steigerwald Gordon & Koch's SMR Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its NuScale Power (SMR) position steady in Q2 2026 at 1,250 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Steigerwald Gordon & Koch first reported a position in SMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $41.4K in Q3 2025. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Steigerwald Gordon & Koch held 1,250 shares of NuScale Power worth $12.5K as of Q2 2026.
  • Steigerwald Gordon & Koch left its NuScale Power share count unchanged in Q2 2026.
  • NuScale Power made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #504 holding.
  • Steigerwald Gordon & Koch first reported a position in NuScale Power in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's NuScale Power position peaked at $41.4K in Q3 2025.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.