WE
SMR icon

Wealth Effects’s NuScale Power SMR Stock Holding History

Wealth Effects’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 		$114K Buy
+10,500
New +$160K 0.04% 229
2025
Q4 		– Sell
-28,500
Closed -$1.03M – 229
2025
Q3 		$1.03M Sell
28,500
-18,100
-39% -$721K 0.33% 59
2025
Q2 		$1.84M Sell
46,600
-1,600
-3% -$40.1K 0.69% 30
2025
Q1 		$683K Buy
+48,200
New +$974K 0.29% 72

Other funds holding SMR

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Effects's SMR Position: Q1 2026 in Review

Wealth Effects opened a new position in NuScale Power (SMR) in Q1 2026: 10,500 shares worth $114K. The stake represents 0.04% of the portfolio and ranks #229 among its holdings. This is a return to the name: Wealth Effects previously reported a position in SMR as recently as Q3 2025.

Wealth Effects first reported a position in SMR in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.84M in Q2 2025. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Wealth Effects held 10,500 shares of NuScale Power worth $114K as of Q1 2026.
  • NuScale Power was a new Wealth Effects position in Q1 2026.
  • NuScale Power made up 0.04% of Wealth Effects's portfolio in Q1 2026, its #229 holding.
  • Wealth Effects first reported a position in NuScale Power in Q1 2025 and has held it in 4 quarters since.
  • Wealth Effects's NuScale Power position peaked at $1.84M in Q2 2025.
  • 493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.