EverSource Wealth Advisors’s Uranium Energy UEC Stock Holding History

EverSource Wealth Advisors’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 Q2	$15.2K	Sell	1,424 -262	-16%	-$3.52K	﹤0.01%	2643
2026 Q1	$22.8K	Buy	1,686 +268	+19%	+$4.13K	﹤0.01%	2425
2025 Q4	$16.6K	Buy	1,418 +41	+3%	+$538	﹤0.01%	2510
2025 Q3	$18.4K	Buy	1,377 +547	+66%	+$5.47K	﹤0.01%	2420
2025 Q2	$5.64K	Buy	830 +378	+84%	+$2.12K	﹤0.01%	3111
2025 Q1	$2.16K	Buy	452 +103	+30%	+$646	﹤0.01%	2894
2024 Q4	$2.33K	Buy	349 +47	+16%	+$360	﹤0.01%	2653
2024 Q3	$1.88K	Hold	302	–	–	﹤0.01%	2568
2024 Q2	$1.79K	Hold	302	–	–	﹤0.01%	2584
2024 Q1	$2.04K	Hold	302	–	–	﹤0.01%	2379
2023 Q4	$1.93K	Hold	302	–	–	﹤0.01%	2178
2023 Q3	$1.55K	Buy	+302	New	+$1.23K	﹤0.01%	2085

Other funds holding UEC

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

EverSource Wealth Advisors's UEC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Uranium Energy (UEC) stake by 16% in Q2 2026, selling an estimated $3.52K and leaving 1,424 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2643.

EverSource Wealth Advisors first reported a position in UEC in Q3 2023 and has held it in 12 quarters since. The position peaked at $22.8K in Q1 2026. 402 funds tracked by Wall St. Rank hold UEC as of Q2 2026.

EverSource Wealth Advisors held 1,424 shares of Uranium Energy worth $15.2K as of Q2 2026.
EverSource Wealth Advisors sold 262 Uranium Energy shares in Q2 2026, an estimated $3.52K.
Uranium Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2643 holding.
EverSource Wealth Advisors first reported a position in Uranium Energy in Q3 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's Uranium Energy position peaked at $22.8K in Q1 2026.
402 funds tracked by Wall St. Rank held Uranium Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.