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Worthington Financial Partners’s NuScale Power SMR Stock Holding History

Worthington Financial Partners’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 		$548K Buy
54,641
+710
+1% +$8.01K 0.45% 79
2026
Q1 		$585K Buy
+53,931
New +$821K 0.5% 68

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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

Worthington Financial Partners's SMR Position: Q2 2026 in Review

Worthington Financial Partners increased its NuScale Power (SMR) stake by 1.3% in Q2 2026, buying an estimated $8.01K and bringing the position to 54,641 shares worth $548K. The position accounts for 0.45% of the portfolio, ranked #79.

Worthington Financial Partners first reported a position in SMR in Q1 2026 and has held it in 2 quarters since. The position peaked at $585K in Q1 2026. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Worthington Financial Partners held 54,641 shares of NuScale Power worth $548K as of Q2 2026.
  • Worthington Financial Partners bought 710 NuScale Power shares in Q2 2026, an estimated $8.01K.
  • NuScale Power made up 0.45% of Worthington Financial Partners's portfolio in Q2 2026, its #79 holding.
  • Worthington Financial Partners first reported a position in NuScale Power in Q1 2026 and has held it in 2 quarters since.
  • Worthington Financial Partners's NuScale Power position peaked at $585K in Q1 2026.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Worthington Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.