Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Uranium Energy UEC Stock Holding History

Carson Wealth (CWM LLC)’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 		$440K Buy
32,609
+11,524
+55% +$178K ﹤0.01% 2104
2025
Q4 		$246K Sell
21,085
-2,425
-10% -$31.8K ﹤0.01% 2398
2025
Q3 		$314K Sell
23,510
-946
-4% -$9.47K ﹤0.01% 2093
2025
Q2 		$166K Sell
24,456
-4,365
-15% -$24.5K ﹤0.01% 2339
2025
Q1 		$138K Buy
28,821
+16,779
+139% +$105K ﹤0.01% 2164
2024
Q4 		$81K Buy
12,042
+1,869
+18% +$14.3K ﹤0.01% 2437
2024
Q3 		$63K Sell
10,173
-1,198
-11% -$6.5K ﹤0.01% 2529
2024
Q2 		$68K Buy
11,371
+1,320
+13% +$8.97K ﹤0.01% 2250
2024
Q1 		$68K Buy
10,051
+267
+3% +$1.89K ﹤0.01% 2107
2023
Q4 		$63K Buy
9,784
+1,776
+22% +$10.6K ﹤0.01% 2034
2023
Q3 		$41K Sell
8,008
-7,666
-49% -$31.2K ﹤0.01% 2189
2023
Q2 		$53K Buy
15,674
+964
+7% +$2.75K ﹤0.01% 1946
2023
Q1 		$42K Buy
14,710
+3,576
+32% +$12.9K ﹤0.01% 1995
2022
Q4 		$43K Hold
11,134
– – ﹤0.01% 1830
2022
Q3 		$39K Sell
11,134
-1,000
-8% -$3.82K ﹤0.01% 1791
2022
Q2 		$37K Buy
12,134
+134
+1% +$557 ﹤0.01% 1769
2022
Q1 		$55K Hold
12,000
– – ﹤0.01% 1566
2021
Q4 		$40K Buy
+12,000
New +$46.2K ﹤0.01% 1667
2021
Q2 		$29K Hold
11,000
– – ﹤0.01% 1633
2021
Q1 		$29K Hold
11,000
– – ﹤0.01% 1633
2020
Q4 		$29K Hold
11,000
– – ﹤0.01% 1633
2020
Q3 		$29K Hold
11,000
– – ﹤0.01% 1632
2020
Q2 		$29K Hold
11,000
– – ﹤0.01% 1632
2020
Q1 		$29K Hold
11,000
– – ﹤0.01% 1632
2019
Q4 		$29K Hold
11,000
– – ﹤0.01% 1632
2019
Q3 		$29K Hold
11,000
– – ﹤0.01% 1632
2019
Q2 		$29K Hold
11,000
– – ﹤0.01% 1632
2019
Q1 		$29K Buy
+11,000
New +$14.5K ﹤0.01% 1632

Other funds holding UEC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Uranium Energy (UEC) stake by 55% in Q1 2026, buying an estimated $178K and bringing the position to 32,609 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #2104.

Carson Wealth (CWM LLC) first reported a position in UEC in Q1 2019 and has held it in 28 quarters since. 406 funds tracked by Wall St. Rank hold UEC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 32,609 shares of Uranium Energy worth $440K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11,524 Uranium Energy shares in Q1 2026, an estimated $178K.
  • Uranium Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2104 holding.
  • Carson Wealth (CWM LLC) first reported a position in Uranium Energy in Q1 2019 and has held it in 28 quarters since.
  • 406 funds tracked by Wall St. Rank held Uranium Energy as of Q1 2026.

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