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Symmetry Investments’s NuScale Power SMR Stock Holding History

Symmetry Investments’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 		$990K Buy
98,700
+14,100
+17% +$159K 0.07% 97
2026
Q1 		$917K Buy
+84,600
New +$1.29M 0.1% 97

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

Symmetry Investments's SMR Position: Q2 2026 in Review

Symmetry Investments increased its NuScale Power (SMR) stake by 17% in Q2 2026, buying an estimated $159K and bringing the position to 98,700 shares worth $990K. The position accounts for 0.07% of the portfolio, ranked #97.

Symmetry Investments first reported a position in SMR in Q1 2026 and has held it in 2 quarters since. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Symmetry Investments held 98,700 shares of NuScale Power worth $990K as of Q2 2026.
  • Symmetry Investments bought 14,100 NuScale Power shares in Q2 2026, an estimated $159K.
  • NuScale Power made up 0.07% of Symmetry Investments's portfolio in Q2 2026, its #97 holding.
  • Symmetry Investments first reported a position in NuScale Power in Q1 2026 and has held it in 2 quarters since.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Symmetry Investments's 13F filing for Q2 2026, filed 14 Aug 2026.