VCA
SMR icon

Verdence Capital Advisors’s NuScale Power SMR Stock Holding History

Verdence Capital 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 		$156K Sell
15,535
-226
-1% -$2.55K 0.01% 638
2026
Q1 		$171K Buy
15,761
+5,023
+47% +$76.4K 0.01% 616
2025
Q4 		$152K Sell
10,738
-679
-6% -$19.4K 0.01% 629
2025
Q3 		$442K Sell
11,417
-905
-7% -$36.1K 0.03% 485
2025
Q2 		$487K Buy
+12,322
New +$309K 0.03% 433

Other funds holding SMR

RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
OCM
Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Verdence Capital Advisors's SMR Position: Q2 2026 in Review

Verdence Capital Advisors reduced its NuScale Power (SMR) stake by 1.4% in Q2 2026, selling an estimated $2.55K and leaving 15,535 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #638.

Verdence Capital Advisors first reported a position in SMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $487K in Q2 2025. 199 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Verdence Capital Advisors held 15,535 shares of NuScale Power worth $156K as of Q2 2026.
  • Verdence Capital Advisors sold 226 NuScale Power shares in Q2 2026, an estimated $2.55K.
  • NuScale Power made up 0.01% of Verdence Capital Advisors's portfolio in Q2 2026, its #638 holding.
  • Verdence Capital Advisors first reported a position in NuScale Power in Q2 2025 and has held it in 5 quarters since.
  • Verdence Capital Advisors's NuScale Power position peaked at $487K in Q2 2025.
  • 199 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.