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Sunbelt Securities’s NuScale Power SMR Stock Holding History

Sunbelt Securities’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 		$434 Sell
40
-200
-83% -$3.04K ﹤0.01% 2329
2025
Q4 		$3.4K Buy
240
+200
+500% +$5.72K ﹤0.01% 1730
2025
Q3 		$1.44K Hold
40
– – ﹤0.01% 1961
2025
Q2 		$717 Hold
40
– – ﹤0.01% 1686
2025
Q1 		$566 Hold
40
– – ﹤0.01% 1693
2024
Q4 		$728 Buy
+40
New +$825 ﹤0.01% 1688

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sunbelt Securities's SMR Position: Q1 2026 in Review

Sunbelt Securities reduced its NuScale Power (SMR) stake by 83% in Q1 2026, selling an estimated $3.04K and leaving 40 shares worth $434. The position accounts for ﹤0.01% of the portfolio, ranked #2329.

Sunbelt Securities first reported a position in SMR in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.4K in Q4 2025. 496 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Sunbelt Securities held 40 shares of NuScale Power worth $434 as of Q1 2026.
  • Sunbelt Securities sold 200 NuScale Power shares in Q1 2026, an estimated $3.04K.
  • NuScale Power made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2329 holding.
  • Sunbelt Securities first reported a position in NuScale Power in Q4 2024 and has held it in 6 quarters since.
  • Sunbelt Securities's NuScale Power position peaked at $3.4K in Q4 2025.
  • 496 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.