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Steward Partners Investment Advisory’s NuScale Power SMR Stock Holding History

Steward Partners Investment Advisory’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 		$615K Buy
61,334
+4,697
+8% +$53K ﹤0.01% 1583
2026
Q1 		$614K Buy
56,637
+35,944
+174% +$547K ﹤0.01% 1409
2025
Q4 		$293K Sell
20,693
-1,038
-5% -$29.7K ﹤0.01% 1722
2025
Q3 		$782K Buy
21,731
+1,301
+6% +$51.8K ﹤0.01% 1165
2025
Q2 		$808K Buy
20,430
+7,435
+57% +$187K 0.01% 1072
2025
Q1 		$184K Buy
12,995
+7,578
+140% +$153K ﹤0.01% 1689
2024
Q4 		$97.1K Buy
+5,417
New +$112K ﹤0.01% 2002

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

Steward Partners Investment Advisory's SMR Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its NuScale Power (SMR) stake by 8.3% in Q2 2026, buying an estimated $53K and bringing the position to 61,334 shares worth $615K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Steward Partners Investment Advisory first reported a position in SMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $808K in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Steward Partners Investment Advisory held 61,334 shares of NuScale Power worth $615K as of Q2 2026.
  • Steward Partners Investment Advisory bought 4,697 NuScale Power shares in Q2 2026, an estimated $53K.
  • NuScale Power made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1583 holding.
  • Steward Partners Investment Advisory first reported a position in NuScale Power in Q4 2024 and has held it in 7 quarters since.
  • Steward Partners Investment Advisory's NuScale Power position peaked at $808K in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.