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Summit Securities Group’s NuScale Power SMR Stock Holding History

Summit Securities Group’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 		– Sell
-3,000
Closed -$42.5K – 1343
2025
Q4 		$42.5K Sell
3,000
-97,000
-97% -$2.77M 0.01% 649
2025
Q3 		$3.6M Hold
100,000
– – 0.74% 28
2025
Q2 		$3.96M Hold
100,000
– – 0.76% 23
2025
Q1 		$1.42M Sell
100,000
-40,000
-29% -$809K 0.22% 47
2024
Q4 		$2.51M Buy
140,000
+40,000
+40% +$825K 0.52% 41
2024
Q3 		$1.16M Buy
+100,000
New +$1.02M 0.31% 52

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

Summit Securities Group's SMR Position: Q2 2026 in Review

Summit Securities Group increased its NuScale Power (SMR) stake by 854% in Q2 2026, buying an estimated $183K and bringing the position to 18,117 shares worth $182K. The position accounts for 0.02% of the portfolio, ranked #288.

Summit Securities Group first reported a position in SMR in Q3 2024 and has held it in 6 quarters since. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Summit Securities Group held 18,117 shares of NuScale Power worth $182K as of Q2 2026.
  • Summit Securities Group bought 16,217 NuScale Power shares in Q2 2026, an estimated $183K.
  • NuScale Power made up 0.02% of Summit Securities Group's portfolio in Q2 2026, its #288 holding.
  • Summit Securities Group first reported a position in NuScale Power in Q3 2024 and has held it in 6 quarters since.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.