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Wedbush Securities’s NuScale Power SMR Stock Holding History

Wedbush Securities’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 		$166K Buy
16,535
+5,530
+50% +$62.4K ﹤0.01% 1238
2026
Q1 		$119K Buy
+11,005
New +$167K ﹤0.01% 1187
2025
Q4 		– Sell
-5,675
Closed -$204K – 1250
2025
Q3 		$204K Sell
5,675
-43,352
-88% -$1.73M 0.01% 1071
2025
Q2 		$1.94M Sell
49,027
-339,039
-87% -$8.51M 0.07% 219
2025
Q1 		$5.5M Buy
388,066
+70,235
+22% +$1.42M 0.2% 78
2024
Q4 		$5.7M Sell
317,831
-2,769
-0.9% -$57.1K 0.2% 71
2024
Q3 		$3.71M Buy
320,600
+132,000
+70% +$1.35M 0.14% 112
2024
Q2 		$2.21M Buy
188,600
+86,600
+85% +$617K 0.08% 182
2024
Q1 		$542K Buy
+102,000
New +$366K 0.02% 610

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

Wedbush Securities's SMR Position: Q2 2026 in Review

Wedbush Securities increased its NuScale Power (SMR) stake by 50% in Q2 2026, buying an estimated $62.4K and bringing the position to 16,535 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Wedbush Securities first reported a position in SMR in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.7M in Q4 2024. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Wedbush Securities held 16,535 shares of NuScale Power worth $166K as of Q2 2026.
  • Wedbush Securities bought 5,530 NuScale Power shares in Q2 2026, an estimated $62.4K.
  • NuScale Power made up ﹤0.01% of Wedbush Securities's portfolio in Q2 2026, its #1238 holding.
  • Wedbush Securities first reported a position in NuScale Power in Q1 2024 and has held it in 9 quarters since.
  • Wedbush Securities's NuScale Power position peaked at $5.7M in Q4 2024.
  • 520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.