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Vermillion & White Wealth Management Group’s NuScale Power SMR Stock Holding History

Vermillion & White Wealth Management Group’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
Q1 		– Sell
-1,783
Closed -$1.53K – 440
2025
Q4 		$1.53K Buy
1,783
+1,675
+1,551% +$47.9K ﹤0.01% 518
2025
Q3 		$3.89K Hold
108
– – ﹤0.01% 460
2025
Q2 		$4.27K Buy
+108
New +$2.71K ﹤0.01% 401
2024
Q3 		– Sell
-38
Closed -$444 – 378
2024
Q2 		$444 Hold
38
– – ﹤0.01% 355
2024
Q1 		$202 Hold
38
– – ﹤0.01% 337
2023
Q4 		$125 Buy
+38
New +$135 ﹤0.01% 293

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vermillion & White Wealth Management Group's SMR Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of NuScale Power (SMR) in Q1 2026, closing a stake of 1,783 shares — an estimated $1.53K sold.

Vermillion & White Wealth Management Group first reported a position in SMR in Q4 2023 and held it in 6 quarters. The position peaked at $4.27K in Q2 2025. 496 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining NuScale Power position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 1,783 NuScale Power shares in Q1 2026, an estimated $1.53K.
  • Vermillion & White Wealth Management Group first reported a position in NuScale Power in Q4 2023 and held it in 6 quarters.
  • Vermillion & White Wealth Management Group's NuScale Power position peaked at $4.27K in Q2 2025.
  • 496 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.