Creative Planning’s Ur-Energy URG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $68.9K | Sell |
46,263
-2,066
| -4% | -$3.37K | ﹤0.01% | 3960 |
|
|
2025
Q4 | $67.2K | Sell |
48,329
-18,257
| -27% | -$27K | ﹤0.01% | 3768 |
|
|
2025
Q3 | $119K | Buy |
66,586
+21,954
| +49% | +$29.8K | ﹤0.01% | 3646 |
|
|
2025
Q2 | $46.9K | Buy |
+44,632
| New | +$35.6K | ﹤0.01% | 3526 |
|
|
2025
Q1 | – | Sell |
-136,571
| Closed | -$157K | – | 3733 |
|
|
2024
Q4 | $157K | Buy |
136,571
+103,868
| +318% | +$128K | ﹤0.01% | 3050 |
|
|
2024
Q3 | $38.9K | Buy |
32,703
+1,731
| +6% | +$2.07K | ﹤0.01% | 3115 |
|
|
2024
Q2 | $43.4K | Sell |
30,972
-10,628
| -26% | -$17.6K | ﹤0.01% | 2935 |
|
|
2024
Q1 | $66.6K | Buy |
41,600
+6,993
| +20% | +$11.6K | ﹤0.01% | 2758 |
|
|
2023
Q4 | $53.3K | Buy |
34,607
+18,379
| +113% | +$28.5K | ﹤0.01% | 2640 |
|
|
2023
Q3 | $25K | Buy |
16,228
+5,189
| +47% | +$6.33K | ﹤0.01% | 2569 |
|
|
2023
Q2 | $11.6K | Buy |
+11,039
| New | +$10.6K | ﹤0.01% | 2537 |
|
|
2023
Q1 | – | Sell |
-24,035
| Closed | -$27.6K | – | 2784 |
|
|
2022
Q4 | $27.6K | Sell |
24,035
-100
| -0.4% | -$122 | ﹤0.01% | 2296 |
|
|
2022
Q3 | $26K | Hold |
24,135
| – | – | ﹤0.01% | 2171 |
|
|
2022
Q2 | $26K | Buy |
24,135
+100
| +0.4% | +$134 | ﹤0.01% | 2114 |
|
|
2022
Q1 | $38K | Hold |
24,035
| – | – | ﹤0.01% | 2086 |
|
|
2021
Q4 | $29K | Sell |
24,035
-1
| -0% | -$2 | ﹤0.01% | 2029 |
|
|
2021
Q3 | $41K | Sell |
24,036
-2,000
| -8% | -$2.68K | ﹤0.01% | 2012 |
|
|
2021
Q2 | $36K | Sell |
26,036
-8,660
| -25% | -$11.8K | ﹤0.01% | 1963 |
|
|
2021
Q1 | $38K | Buy |
34,696
+23,334
| +205% | +$25K | ﹤0.01% | 2387 |
|
|
2020
Q4 | $9K | Buy |
+11,362
| New | +$6.2K | ﹤0.01% | 2236 |
|
|
2020
Q2 | – | Sell |
-15,550
| Closed | -$6K | – | 2139 |
|
|
2020
Q1 | $6K | Hold |
15,550
| – | – | ﹤0.01% | 1792 |
|
|
2019
Q4 | $9K | Hold |
15,550
| – | – | ﹤0.01% | 1916 |
|
|
2019
Q3 | $9K | Sell |
15,550
-10,000
| -39% | -$6.31K | ﹤0.01% | 1909 |
|
|
2019
Q2 | $24K | Buy |
25,550
+8,500
| +50% | +$7.4K | ﹤0.01% | 1877 |
|
|
2019
Q1 | $14K | Buy |
17,050
+1,000
| +6% | +$727 | ﹤0.01% | 1864 |
|
|
2018
Q4 | $10K | Hold |
16,050
| – | – | ﹤0.01% | 1833 |
|
|
2018
Q3 | $13K | Buy |
+16,050
| New | +$12.2K | ﹤0.01% | 1975 |
|
|
2017
Q3 | – | Sell |
-5,050
| Closed | -$3K | – | 3618 |
|
|
2017
Q2 | $3K | Buy |
5,050
+300
| +6% | +$176 | ﹤0.01% | 4210 |
|
|
2017
Q1 | $3K | Sell |
4,750
-7,350
| -61% | -$5.44K | ﹤0.01% | 4190 |
|
|
2016
Q4 | $6K | Buy |
12,100
+2,000
| +20% | +$963 | ﹤0.01% | 3876 |
|
|
2016
Q3 | $5K | Hold |
10,100
| – | – | ﹤0.01% | 3902 |
|
|
2016
Q2 | $6K | Buy |
10,100
+7,750
| +330% | +$4.11K | ﹤0.01% | 3562 |
|
|
2016
Q1 | $1K | Sell |
2,350
-21,300
| -90% | -$11.5K | ﹤0.01% | 4183 |
|
|
2015
Q4 | $15K | Buy |
+23,650
| New | +$13.5K | ﹤0.01% | 3047 |
|
|
2015
Q1 | – | Sell |
-5,000
| Closed | -$4K | – | 4414 |
|
|
2014
Q4 | $4K | Hold |
5,000
| – | – | ﹤0.01% | 3621 |
|
|
2014
Q3 | $5K | Hold |
5,000
| – | – | ﹤0.01% | 3316 |
|
|
2014
Q2 | $6K | Hold |
5,000
| – | – | ﹤0.01% | 3138 |
|
|
2014
Q1 | $8K | Hold |
5,000
| – | – | ﹤0.01% | 2873 |
|
|
2013
Q4 | $7K | Hold |
5,000
| – | – | ﹤0.01% | 2727 |
|
|
2013
Q3 | $6K | Hold |
5,000
| – | – | ﹤0.01% | 2678 |
|
|
2013
Q2 | $7K | Buy |
+5,000
| New | +$4.8K | ﹤0.01% | 2425 |
|
Other funds holding URG
AA
VCM
ACM
VA
Creative Planning's URG Position: Q1 2026 in Review
Creative Planning reduced its Ur-Energy (URG) stake by 4.3% in Q1 2026, selling an estimated $3.37K and leaving 46,263 shares worth $68.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3960.
Creative Planning first reported a position in URG in Q2 2013 and has held it in 41 quarters since. The position peaked at $157K in Q4 2024. 156 funds tracked by Wall St. Rank hold URG as of Q1 2026.
- Creative Planning held 46,263 shares of Ur-Energy worth $68.9K as of Q1 2026.
- Creative Planning sold 2,066 Ur-Energy shares in Q1 2026, an estimated $3.37K.
- Ur-Energy made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3960 holding.
- Creative Planning first reported a position in Ur-Energy in Q2 2013 and has held it in 41 quarters since.
- Creative Planning's Ur-Energy position peaked at $157K in Q4 2024.
- 156 funds tracked by Wall St. Rank held Ur-Energy as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.