Carson Wealth (CWM LLC)
EU

Carson Wealth (CWM LLC)’s enCore Energy EU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EU Stock Details EU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$82.1K Buy
45,607
+41,093
+910% +$105K ﹤0.01% 3434
2025
Q4 		$11K Buy
4,514
+2,318
+106% +$6.63K ﹤0.01% 4492
2025
Q3 		$7K Sell
2,196
-1,484
-40% -$4K ﹤0.01% 4613
2025
Q2 		$11K Buy
3,680
+2,031
+123% +$3.65K ﹤0.01% 4232
2025
Q1 		$2K Buy
1,649
+1,023
+163% +$2.63K ﹤0.01% 4744
2024
Q4 		$2K Buy
626
+7
+1% +$26 ﹤0.01% 4530
2024
Q3 		$3K Buy
619
+41
+7% +$152 ﹤0.01% 4268
2024
Q2 		$2K Buy
578
+394
+214% +$1.74K ﹤0.01% 4196
2024
Q1 		$1K Buy
184
+3
+2% +$13 ﹤0.01% 4129
2023
Q4 		$1K Hold
181
– – ﹤0.01% 3948
2023
Q3 		$1K Hold
181
– – ﹤0.01% 3971
2023
Q2 		$0 Buy
+181
New +$404 ﹤0.01% 4243

Other funds holding EU

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.59% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its enCore Energy (EU) stake by 910% in Q1 2026, buying an estimated $105K and bringing the position to 45,607 shares worth $82.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3434.

Carson Wealth (CWM LLC) first reported a position in EU in Q2 2023 and has held it in 12 quarters since. 157 funds tracked by Wall St. Rank hold EU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 45,607 shares of enCore Energy worth $82.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 41,093 enCore Energy shares in Q1 2026, an estimated $105K.
  • enCore Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3434 holding.
  • Carson Wealth (CWM LLC) first reported a position in enCore Energy in Q2 2023 and has held it in 12 quarters since.
  • 157 funds tracked by Wall St. Rank held enCore Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.