Ascent Wealth Partners’s Uranium Energy UEC Stock Holding History

Ascent Wealth Partners’s Portfolio UEC Stock Details UEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$286K	Buy	30,243 +3,428	+13%	+$36.5K	0.03%	186
2026 Q2	$286K	Buy	26,815 +2,303	+9%	+$30.9K	0.03%	173
2026 Q1	$331K	Buy	24,512 +3,734	+18%	+$57.6K	0.04%	156
2025 Q4	$243K	Buy	20,778 +3,442	+20%	+$45.2K	0.03%	168
2025 Q3	$231K	Buy	17,336 +1,334	+8%	+$13.3K	0.03%	170
2025 Q2	$109K	Buy	+16,002	New	+$89.7K	0.01%	170

Other funds holding UEC

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $822M AUM 57.18% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Acasta Partners UK London $223M AUM 3.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Ascent Wealth Partners's UEC Position: Q3 2026 in Review

Ascent Wealth Partners increased its Uranium Energy (UEC) stake by 13% in Q3 2026, buying an estimated $36.5K and bringing the position to 30,243 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #186.

Ascent Wealth Partners first reported a position in UEC in Q2 2025 and has held it in 6 quarters since. The position peaked at $331K in Q1 2026. 104 funds tracked by Wall St. Rank hold UEC as of Q3 2026.

Ascent Wealth Partners held 30,243 shares of Uranium Energy worth $286K as of Q3 2026.
Ascent Wealth Partners bought 3,428 Uranium Energy shares in Q3 2026, an estimated $36.5K.
Uranium Energy made up 0.03% of Ascent Wealth Partners's portfolio in Q3 2026, its #186 holding.
Ascent Wealth Partners first reported a position in Uranium Energy in Q2 2025 and has held it in 6 quarters since.
Ascent Wealth Partners's Uranium Energy position peaked at $331K in Q1 2026.
104 funds tracked by Wall St. Rank held Uranium Energy as of Q3 2026.

Based on Ascent Wealth Partners's 13F filing for Q3 2026, filed 23 Oct 2026.