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Stephens Inc’s NuScale Power SMR Stock Holding History

Stephens Inc’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 		$118K Buy
11,773
+300
+3% +$3.38K ﹤0.01% 1268
2026
Q1 		$124K Buy
+11,473
New +$175K ﹤0.01% 1241
2025
Q4 		– Sell
-12,184
Closed -$439K – 1372
2025
Q3 		$439K Buy
+12,184
New +$486K 0.01% 897

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

Stephens Inc's SMR Position: Q2 2026 in Review

Stephens Inc increased its NuScale Power (SMR) stake by 2.6% in Q2 2026, buying an estimated $3.38K and bringing the position to 11,773 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Stephens Inc first reported a position in SMR in Q3 2025 and has held it in 3 quarters since. The position peaked at $439K in Q3 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Stephens Inc held 11,773 shares of NuScale Power worth $118K as of Q2 2026.
  • Stephens Inc bought 300 NuScale Power shares in Q2 2026, an estimated $3.38K.
  • NuScale Power made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1268 holding.
  • Stephens Inc first reported a position in NuScale Power in Q3 2025 and has held it in 3 quarters since.
  • Stephens Inc's NuScale Power position peaked at $439K in Q3 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.