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United Capital Financial Advisors’s NuScale Power SMR Stock Holding History

United Capital Financial Advisors’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 		$128K Sell
12,737
-2,128
-14% -$24K ﹤0.01% 1581
2026
Q1 		$161K Buy
14,865
+2,974
+25% +$45.3K ﹤0.01% 1571
2025
Q4 		$168K Buy
11,891
+4,518
+61% +$129K ﹤0.01% 1335
2025
Q3 		$265K Buy
7,373
+2,145
+41% +$85.5K ﹤0.01% 1057
2025
Q2 		$207K Buy
+5,228
New +$131K ﹤0.01% 1039

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

United Capital Financial Advisors's SMR Position: Q2 2026 in Review

United Capital Financial Advisors reduced its NuScale Power (SMR) stake by 14% in Q2 2026, selling an estimated $24K and leaving 12,737 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

United Capital Financial Advisors first reported a position in SMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $265K in Q3 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • United Capital Financial Advisors held 12,737 shares of NuScale Power worth $128K as of Q2 2026.
  • United Capital Financial Advisors sold 2,128 NuScale Power shares in Q2 2026, an estimated $24K.
  • NuScale Power made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1581 holding.
  • United Capital Financial Advisors first reported a position in NuScale Power in Q2 2025 and has held it in 5 quarters since.
  • United Capital Financial Advisors's NuScale Power position peaked at $265K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.