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BerganKDV Wealth Management’s Uranium Energy UEC Stock Holding History

BerganKDV Wealth Management’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
2023
Q2 		$3.4K Hold
1,000
– – ﹤0.01% 643
2023
Q1 		$2.88K Hold
1,000
– – ﹤0.01% 772
2022
Q4 		$3.88K Hold
1,000
– – ﹤0.01% 707
2022
Q3 		$4K Hold
1,000
– – ﹤0.01% 730
2022
Q2 		$3K Buy
+1,000
New +$4.16K ﹤0.01% 790

Other funds holding UEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $496M AUM 19.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

BerganKDV Wealth Management's UEC Position: Q2 2023 in Review

BerganKDV Wealth Management held its Uranium Energy (UEC) position steady in Q2 2023 at 1,000 shares worth $3.4K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

BerganKDV Wealth Management first reported a position in UEC in Q2 2022 and has held it in 5 quarters since. The position peaked at $4K in Q3 2022. 216 funds tracked by Wall St. Rank hold UEC as of Q2 2023.

  • BerganKDV Wealth Management held 1,000 shares of Uranium Energy worth $3.4K as of Q2 2023.
  • BerganKDV Wealth Management left its Uranium Energy share count unchanged in Q2 2023.
  • Uranium Energy made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #643 holding.
  • BerganKDV Wealth Management first reported a position in Uranium Energy in Q2 2022 and has held it in 5 quarters since.
  • BerganKDV Wealth Management's Uranium Energy position peaked at $4K in Q3 2022.
  • 216 funds tracked by Wall St. Rank held Uranium Energy as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.