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Steve Schonfeld’s NuScale Power SMR Stock Holding History

Steve Schonfeld’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 		$940K Buy
+93,737
New +$1.06M ﹤0.01% 1509
2026
Q1 		– Sell
-61,294
Closed -$869K – 2632
2025
Q4 		$869K Buy
+61,294
New +$1.75M ﹤0.01% 1179
2025
Q3 		– Sell
-29,082
Closed -$1.15M – 2547
2025
Q2 		$1.15M Buy
+29,082
New +$730K 0.01% 1241

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

Steve Schonfeld's SMR Position: Q2 2026 in Review

Steve Schonfeld opened a new position in NuScale Power (SMR) in Q2 2026: 93,737 shares worth $940K. The stake represents ﹤0.01% of the portfolio and ranks #1509 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in SMR as recently as Q4 2025.

Steve Schonfeld first reported a position in SMR in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.15M in Q2 2025. 515 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Steve Schonfeld held 93,737 shares of NuScale Power worth $940K as of Q2 2026.
  • NuScale Power was a new Steve Schonfeld position in Q2 2026.
  • NuScale Power made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1509 holding.
  • Steve Schonfeld first reported a position in NuScale Power in Q2 2025 and has held it in 3 quarters since.
  • Steve Schonfeld's NuScale Power position peaked at $1.15M in Q2 2025.
  • 515 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.