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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
Q2 		$268K Buy
26,725
+16,225
+155% +$183K 0.07% 204
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 $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

Wealth Effects's SMR Position: Q2 2026 in Review

Wealth Effects increased its NuScale Power (SMR) stake by 155% in Q2 2026, buying an estimated $183K and bringing the position to 26,725 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #204.

Wealth Effects first reported a position in SMR in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.84M in Q2 2025. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Wealth Effects held 26,725 shares of NuScale Power worth $268K as of Q2 2026.
  • Wealth Effects bought 16,225 NuScale Power shares in Q2 2026, an estimated $183K.
  • NuScale Power made up 0.07% of Wealth Effects's portfolio in Q2 2026, its #204 holding.
  • Wealth Effects first reported a position in NuScale Power in Q1 2025 and has held it in 5 quarters since.
  • Wealth Effects's NuScale Power position peaked at $1.84M in Q2 2025.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.