Essential Partners
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Essential Partners’s Uranium Energy UEC Stock Holding History

Essential Partners’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
Q3 		$369 Sell
39
-4
-9% -$43 ﹤0.01% 2479
2026
Q2 		$458 Hold
43
– – ﹤0.01% 2495
2026
Q1 		$581 Hold
43
– – ﹤0.01% 2391
2025
Q4 		$502 Buy
43
+4
+10% +$52 ﹤0.01% 2230
2025
Q3 		$520 Hold
39
– – ﹤0.01% 2196
2025
Q2 		$265 Buy
+39
New +$219 ﹤0.01% 1874

Other funds holding UEC

Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Segra Capital Management
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Acasta Partners UK
Acasta Partners UK London $223M AUM 3.13% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Kaizen Financial Strategies
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors Denver, Colorado $145M AUM 65.64% 1-Year Est. Return
October Effect
October Effect Virginia Beach, Virginia $98.3M AUM 66.25% 1-Year Est. Return

Essential Partners's UEC Position: Q3 2026 in Review

Essential Partners reduced its Uranium Energy (UEC) stake by 9.3% in Q3 2026, selling an estimated $43 and leaving 39 shares worth $369. The position accounts for ﹤0.01% of the portfolio, ranked #2479.

Essential Partners first reported a position in UEC in Q2 2025 and has held it in 6 quarters since. The position peaked at $581 in Q1 2026. 71 funds tracked by Wall St. Rank hold UEC as of Q3 2026.

  • Essential Partners held 39 shares of Uranium Energy worth $369 as of Q3 2026.
  • Essential Partners sold 4 Uranium Energy shares in Q3 2026, an estimated $43.
  • Uranium Energy made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2479 holding.
  • Essential Partners first reported a position in Uranium Energy in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Uranium Energy position peaked at $581 in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Uranium Energy as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.