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Tradewinds Capital Management’s NuScale Power SMR Stock Holding History

Tradewinds Capital Management’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 		$602 Hold
60
– – ﹤0.01% 638
2026
Q1 		$651 Hold
60
– – ﹤0.01% 635
2025
Q4 		$851 Buy
60
+2
+3% +$57 ﹤0.01% 591
2025
Q3 		$2.09K Buy
58
+4
+7% +$159 ﹤0.01% 515
2025
Q2 		$2.14K Sell
54
-8
-13% -$201 ﹤0.01% 466
2025
Q1 		$878 Buy
62
+10
+19% +$202 ﹤0.01% 547
2024
Q4 		$933 Buy
52
+2
+4% +$41 ﹤0.01% 559
2024
Q3 		$579 Hold
50
– – ﹤0.01% 540
2024
Q2 		$585 Hold
50
– – ﹤0.01% 517
2024
Q1 		$266 Buy
+50
New +$179 ﹤0.01% 516

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

Tradewinds Capital Management's SMR Position: Q2 2026 in Review

Tradewinds Capital Management held its NuScale Power (SMR) position steady in Q2 2026 at 60 shares worth $602. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Tradewinds Capital Management first reported a position in SMR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.14K in Q2 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Tradewinds Capital Management held 60 shares of NuScale Power worth $602 as of Q2 2026.
  • Tradewinds Capital Management left its NuScale Power share count unchanged in Q2 2026.
  • NuScale Power made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #638 holding.
  • Tradewinds Capital Management first reported a position in NuScale Power in Q1 2024 and has held it in 10 quarters since.
  • Tradewinds Capital Management's NuScale Power position peaked at $2.14K in Q2 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.