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Concord Wealth Partners’s Energy Fuels UUUU Stock Holding History

Concord Wealth Partners’s Portfolio UUUU Stock Details UUUU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.7K Buy
+1,150
New +$21.1K ﹤0.01% 503
2026
Q1 		– Sell
-1,150
Closed -$16.7K – 747
2025
Q4 		$16.7K Buy
1,150
+450
+64% +$7.64K ﹤0.01% 467
2025
Q3 		$10.7K Buy
+700
New +$7.43K ﹤0.01% 531

Other funds holding UUUU

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Concord Wealth Partners's UUUU Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Energy Fuels (UUUU) in Q2 2026: 1,150 shares worth $16.7K. The stake represents ﹤0.01% of the portfolio and ranks #503 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in UUUU as recently as Q4 2025.

Concord Wealth Partners first reported a position in UUUU in Q3 2025 and has held it in 3 quarters since. The position peaked at $16.7K in Q4 2025. 347 funds tracked by Wall St. Rank hold UUUU as of Q2 2026.

  • Concord Wealth Partners held 1,150 shares of Energy Fuels worth $16.7K as of Q2 2026.
  • Energy Fuels was a new Concord Wealth Partners position in Q2 2026.
  • Energy Fuels made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #503 holding.
  • Concord Wealth Partners first reported a position in Energy Fuels in Q3 2025 and has held it in 3 quarters since.
  • Concord Wealth Partners's Energy Fuels position peaked at $16.7K in Q4 2025.
  • 347 funds tracked by Wall St. Rank held Energy Fuels as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.