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Avantax Advisory Services’s Uranium Energy UEC Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$119K Buy
17,563
+1,600
+10% +$8.97K ﹤0.01% 2274
2025
Q1 		$76.3K Sell
15,963
-27,557
-63% -$173K ﹤0.01% 2180
2024
Q4 		$291K Buy
+43,520
New +$333K ﹤0.01% 1798

Other funds holding UEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Avantax Advisory Services's UEC Position: Q2 2025 in Review

Avantax Advisory Services increased its Uranium Energy (UEC) stake by 10% in Q2 2025, buying an estimated $8.97K and bringing the position to 17,563 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

Avantax Advisory Services first reported a position in UEC in Q4 2024 and has held it in 3 quarters since. The position peaked at $291K in Q4 2024. 340 funds tracked by Wall St. Rank hold UEC as of Q2 2025.

  • Avantax Advisory Services held 17,563 shares of Uranium Energy worth $119K as of Q2 2025.
  • Avantax Advisory Services bought 1,600 Uranium Energy shares in Q2 2025, an estimated $8.97K.
  • Uranium Energy made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2274 holding.
  • Avantax Advisory Services first reported a position in Uranium Energy in Q4 2024 and has held it in 3 quarters since.
  • Avantax Advisory Services's Uranium Energy position peaked at $291K in Q4 2024.
  • 340 funds tracked by Wall St. Rank held Uranium Energy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.