Clearstead Advisors
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Clearstead Advisors’s Ur-Energy URG Stock Holding History

Clearstead Advisors’s Portfolio URG Stock Details URG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7 Buy
+6
New +$8 ﹤0.01% 3493

Other funds holding URG

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Azarias Capital Management
Azarias Capital Management Berwyn, Pennsylvania $168M AUM 10.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Clearstead Advisors's URG Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Ur-Energy (URG) in Q3 2026: 6 shares worth $7. The stake represents ﹤0.01% of the portfolio and ranks #3493 among its holdings.

70 funds tracked by Wall St. Rank hold URG as of Q3 2026.

  • Clearstead Advisors held 6 shares of Ur-Energy worth $7 as of Q3 2026.
  • Ur-Energy was a new Clearstead Advisors position in Q3 2026.
  • Ur-Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #3493 holding.
  • 70 funds tracked by Wall St. Rank held Ur-Energy as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.