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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
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 $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stephens Inc's SMR Position: Q1 2026 in Review

Stephens Inc opened a new position in NuScale Power (SMR) in Q1 2026: 11,473 shares worth $124K. The stake represents ﹤0.01% of the portfolio and ranks #1241 among its holdings. This is a return to the name: Stephens Inc previously reported a position in SMR as recently as Q3 2025.

Stephens Inc first reported a position in SMR in Q3 2025 and has held it in 2 quarters since. The position peaked at $439K in Q3 2025. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Stephens Inc held 11,473 shares of NuScale Power worth $124K as of Q1 2026.
  • NuScale Power was a new Stephens Inc position in Q1 2026.
  • NuScale Power made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #1241 holding.
  • Stephens Inc first reported a position in NuScale Power in Q3 2025 and has held it in 2 quarters since.
  • Stephens Inc's NuScale Power position peaked at $439K in Q3 2025.
  • 493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.