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Talon Private Wealth’s NuScale Power SMR Stock Holding History

Talon Private Wealth’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
2025
Q2 		$204K Buy
+5,165
New +$130K 0.03% 165

Other funds holding SMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCTC
Samsung C&T Corporation Seoul, South Korea $17.2M AUM 23.45% 1-Year Est. Return

Talon Private Wealth's SMR Position: Q2 2025 in Review

Talon Private Wealth opened a new position in NuScale Power (SMR) in Q2 2025: 5,165 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #165 among its holdings.

441 funds tracked by Wall St. Rank hold SMR as of Q2 2025.

  • Talon Private Wealth held 5,165 shares of NuScale Power worth $204K as of Q2 2025.
  • NuScale Power was a new Talon Private Wealth position in Q2 2025.
  • NuScale Power made up 0.03% of Talon Private Wealth's portfolio in Q2 2025, its #165 holding.
  • 441 funds tracked by Wall St. Rank held NuScale Power as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.