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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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Ascent Wealth Partners's UEC Position: Q1 2026 in Review

Ascent Wealth Partners increased its Uranium Energy (UEC) stake by 18% in Q1 2026, buying an estimated $57.6K and bringing the position to 24,512 shares worth $331K. The position accounts for 0.04% of the portfolio, ranked #156.

Ascent Wealth Partners first reported a position in UEC in Q2 2025 and has held it in 4 quarters since. 402 funds tracked by Wall St. Rank hold UEC as of Q1 2026.

  • Ascent Wealth Partners held 24,512 shares of Uranium Energy worth $331K as of Q1 2026.
  • Ascent Wealth Partners bought 3,734 Uranium Energy shares in Q1 2026, an estimated $57.6K.
  • Uranium Energy made up 0.04% of Ascent Wealth Partners's portfolio in Q1 2026, its #156 holding.
  • Ascent Wealth Partners first reported a position in Uranium Energy in Q2 2025 and has held it in 4 quarters since.
  • 402 funds tracked by Wall St. Rank held Uranium Energy as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.