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Swan Capital’s NuScale Power SMR Stock Holding History

Swan Capital’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 		$552 Sell
55
-80
-59% -$902 ﹤0.01% 509
2026
Q1 		$1.46K Hold
135
– – ﹤0.01% 400
2025
Q4 		$1.91K Buy
135
+100
+286% +$2.86K ﹤0.01% 335
2025
Q3 		$1.26K Sell
35
-230
-87% -$9.16K ﹤0.01% 360
2025
Q2 		$10.5K Buy
265
+115
+77% +$2.89K ﹤0.01% 154
2025
Q1 		$2.12K Hold
150
– – ﹤0.01% 241
2024
Q4 		$2.69K Sell
150
-50
-25% -$1.03K ﹤0.01% 212
2024
Q3 		$2.32K Buy
+200
New +$2.04K ﹤0.01% 211

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

Swan Capital's SMR Position: Q2 2026 in Review

Swan Capital reduced its NuScale Power (SMR) stake by 59% in Q2 2026, selling an estimated $902 and leaving 55 shares worth $552. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Swan Capital first reported a position in SMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.5K in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Swan Capital held 55 shares of NuScale Power worth $552 as of Q2 2026.
  • Swan Capital sold 80 NuScale Power shares in Q2 2026, an estimated $902.
  • NuScale Power made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #509 holding.
  • Swan Capital first reported a position in NuScale Power in Q3 2024 and has held it in 8 quarters since.
  • Swan Capital's NuScale Power position peaked at $10.5K in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.