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Tidal Investments’s NuScale Power SMR Stock Holding History

Tidal 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 		$5.8M Sell
578,747
-1,654,519
-74% -$18.7M 0.01% 883
2026
Q1 		$24.2M Buy
2,233,266
+117,545
+6% +$1.79M 0.05% 320
2025
Q4 		$30M Sell
2,115,721
-1,949,255
-48% -$55.8M 0.07% 227
2025
Q3 		$146M Buy
4,064,976
+3,515,129
+639% +$140M 0.29% 54
2025
Q2 		$21.8M Buy
549,847
+91,097
+20% +$2.29M 0.13% 206
2025
Q1 		$6.5M Buy
+458,750
New +$9.27M 0.05% 349
2024
Q4 		– Sell
-10,176
Closed -$118K – 1977
2024
Q3 		$118K Buy
+10,176
New +$104K ﹤0.01% 1781

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

Tidal Investments's SMR Position: Q2 2026 in Review

Tidal Investments reduced its NuScale Power (SMR) stake by 74% in Q2 2026, selling an estimated $18.7M and leaving 578,747 shares worth $5.8M. The position accounts for 0.01% of the portfolio, ranked #883.

Tidal Investments first reported a position in SMR in Q3 2024 and has held it in 7 quarters since. The position peaked at $146M in Q3 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Tidal Investments held 578,747 shares of NuScale Power worth $5.8M as of Q2 2026.
  • Tidal Investments sold 1,654,519 NuScale Power shares in Q2 2026, an estimated $18.7M.
  • NuScale Power made up 0.01% of Tidal Investments's portfolio in Q2 2026, its #883 holding.
  • Tidal Investments first reported a position in NuScale Power in Q3 2024 and has held it in 7 quarters since.
  • Tidal Investments's NuScale Power position peaked at $146M in Q3 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

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