Creative Planning’s Uranium Energy UEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.72M | Sell |
255,195
-24,858
| -9% | -$334K | ﹤0.01% | 1857 |
|
|
2026
Q1 | $3.78M | Buy |
280,053
+6,743
| +2% | +$104K | ﹤0.01% | 1405 |
|
|
2025
Q4 | $3.19M | Buy |
273,310
+44,147
| +19% | +$579K | ﹤0.01% | 1345 |
|
|
2025
Q3 | $3.06M | Buy |
229,163
+89,028
| +64% | +$891K | ﹤0.01% | 1205 |
|
|
2025
Q2 | $953K | Buy |
140,135
+35,613
| +34% | +$200K | ﹤0.01% | 1900 |
|
|
2025
Q1 | $500K | Sell |
104,522
-3,495
| -3% | -$21.9K | ﹤0.01% | 2294 |
|
|
2024
Q4 | $723K | Buy |
108,017
+23,437
| +28% | +$179K | ﹤0.01% | 1902 |
|
|
2024
Q3 | $525K | Buy |
84,580
+34,423
| +69% | +$187K | ﹤0.01% | 2065 |
|
|
2024
Q2 | $301K | Buy |
50,157
+5,871
| +13% | +$39.9K | ﹤0.01% | 2344 |
|
|
2024
Q1 | $299K | Buy |
44,286
+963
| +2% | +$6.8K | ﹤0.01% | 2256 |
|
|
2023
Q4 | $277K | Buy |
43,323
+8,895
| +26% | +$53K | ﹤0.01% | 2147 |
|
|
2023
Q3 | $177K | Buy |
34,428
+2,406
| +8% | +$9.8K | ﹤0.01% | 2277 |
|
|
2023
Q2 | $109K | Buy |
32,022
+9,307
| +41% | +$26.6K | ﹤0.01% | 2332 |
|
|
2023
Q1 | $65.4K | Buy |
22,715
+2,594
| +13% | +$9.39K | ﹤0.01% | 2303 |
|
|
2022
Q4 | $78.1K | Buy |
20,121
+1,167
| +6% | +$4.43K | ﹤0.01% | 2182 |
|
|
2022
Q3 | $66K | Sell |
18,954
-10,334
| -35% | -$39.5K | ﹤0.01% | 2092 |
|
|
2022
Q2 | $90K | Buy |
29,288
+2,701
| +10% | +$11.2K | ﹤0.01% | 1983 |
|
|
2022
Q1 | $122K | Buy |
26,587
+4,800
| +22% | +$17.7K | ﹤0.01% | 1971 |
|
|
2021
Q4 | $73K | Buy |
+21,787
| New | +$83.9K | ﹤0.01% | 1975 |
|
|
2021
Q2 | – | Sell |
-13,382
| Closed | -$38K | – | 2572 |
|
|
2021
Q1 | $38K | Buy |
13,382
+2,064
| +18% | +$4.51K | ﹤0.01% | 2386 |
|
|
2020
Q4 | $20K | Buy |
+11,318
| New | +$13.4K | ﹤0.01% | 2186 |
|
|
2020
Q3 | – | Sell |
-11,047
| Closed | -$10K | – | 2271 |
|
|
2020
Q2 | $10K | Sell |
11,047
-9,195
| -45% | -$8.9K | ﹤0.01% | 1882 |
|
|
2020
Q1 | $11K | Sell |
20,242
-2,500
| -11% | -$1.86K | ﹤0.01% | 1761 |
|
|
2019
Q4 | $21K | Sell |
22,742
-5,000
| -18% | -$4.84K | ﹤0.01% | 1874 |
|
|
2019
Q3 | $27K | Sell |
27,742
-7,000
| -20% | -$7.09K | ﹤0.01% | 1840 |
|
|
2019
Q2 | $48K | Sell |
34,742
-19,500
| -36% | -$26.9K | ﹤0.01% | 1819 |
|
|
2019
Q1 | $76K | Sell |
54,242
-1,000
| -2% | -$1.32K | ﹤0.01% | 1743 |
|
|
2018
Q4 | $69K | Hold |
55,242
| – | – | ﹤0.01% | 1679 |
|
|
2018
Q3 | $95K | Sell |
55,242
-2,500
| -4% | -$4.16K | ﹤0.01% | 1802 |
|
|
2018
Q2 | $93K | Buy |
57,742
+5,995
| +12% | +$9.51K | ﹤0.01% | 1783 |
|
|
2018
Q1 | $68K | Buy |
51,747
+5,683
| +12% | +$8.43K | ﹤0.01% | 1797 |
|
|
2017
Q4 | $82K | Buy |
46,064
+300
| +0.7% | +$422 | ﹤0.01% | 1750 |
|
|
2017
Q3 | $63K | Buy |
45,764
+300
| +0.7% | +$438 | ﹤0.01% | 1758 |
|
|
2017
Q2 | $72K | Buy |
45,464
+5,900
| +15% | +$8.24K | ﹤0.01% | 2229 |
|
|
2017
Q1 | $56K | Buy |
39,564
+300
| +0.8% | +$452 | ﹤0.01% | 2402 |
|
|
2016
Q4 | $44K | Sell |
39,264
-10,000
| -20% | -$9.35K | ﹤0.01% | 2496 |
|
|
2016
Q3 | $49K | Buy |
49,264
+2,064
| +4% | +$2.09K | ﹤0.01% | 2382 |
|
|
2016
Q2 | $41K | Buy |
47,200
+21,200
| +82% | +$17.6K | ﹤0.01% | 2290 |
|
|
2016
Q1 | $19K | Sell |
26,000
-34,500
| -57% | -$29.7K | ﹤0.01% | 2802 |
|
|
2015
Q4 | $64K | Buy |
60,500
+37,000
| +157% | +$40K | ﹤0.01% | 1919 |
|
|
2015
Q3 | $24K | Sell |
23,500
-2,000
| -8% | -$2.46K | ﹤0.01% | 2594 |
|
|
2015
Q2 | $41K | Buy |
25,500
+3,500
| +16% | +$7.98K | ﹤0.01% | 1043 |
|
|
2015
Q1 | $33K | Sell |
22,000
-7,653
| -26% | -$10.9K | ﹤0.01% | 2310 |
|
|
2014
Q4 | $52K | Buy |
29,653
+18,620
| +169% | +$28K | ﹤0.01% | 1986 |
|
|
2014
Q3 | $14K | Buy |
11,033
+200
| +2% | +$302 | ﹤0.01% | 2756 |
|
|
2014
Q2 | $17K | Buy |
10,833
+5,833
| +117% | +$8.26K | ﹤0.01% | 2590 |
|
|
2014
Q1 | $7K | Sell |
5,000
-103,515
| -95% | -$179K | ﹤0.01% | 2947 |
|
|
2013
Q4 | $217K | Sell |
108,515
-16,985
| -14% | -$32K | ﹤0.01% | 830 |
|
|
2013
Q3 | $282K | Buy |
125,500
+123,500
| +6,175% | +$283K | 0.01% | 630 |
|
|
2013
Q2 | $4K | Buy |
+2,000
| New | +$3.69K | ﹤0.01% | 2635 |
|
Other funds holding UEC
AA
Creative Planning's UEC Position: Q2 2026 in Review
Creative Planning reduced its Uranium Energy (UEC) stake by 8.9% in Q2 2026, selling an estimated $334K and leaving 255,195 shares worth $2.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1857.
Creative Planning first reported a position in UEC in Q2 2013 and has held it in 50 quarters since. The position peaked at $3.78M in Q1 2026. 402 funds tracked by Wall St. Rank hold UEC as of Q2 2026.
- Creative Planning held 255,195 shares of Uranium Energy worth $2.72M as of Q2 2026.
- Creative Planning sold 24,858 Uranium Energy shares in Q2 2026, an estimated $334K.
- Uranium Energy made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1857 holding.
- Creative Planning first reported a position in Uranium Energy in Q2 2013 and has held it in 50 quarters since.
- Creative Planning's Uranium Energy position peaked at $3.78M in Q1 2026.
- 402 funds tracked by Wall St. Rank held Uranium Energy as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.