EverSource Wealth Advisors’s Ur-Energy URG Stock Holding History

EverSource Wealth Advisors’s Portfolio URG Stock Details URG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.08K	Buy	+1,924	New	+$2.51K	﹤0.01%	3734
2025 Q4	–	Sell	-51	Closed	-$91	–	4458
2025 Q3	$91	Sell	51 -1,717	-97%	-$2.33K	﹤0.01%	4209
2025 Q2	$1.86K	Buy	1,768 +974	+123%	+$778	﹤0.01%	3531
2025 Q1	$535	Buy	794 +695	+702%	+$681	﹤0.01%	3437
2024 Q4	$114	Buy	+99	New	+$122	﹤0.01%	3522
2023 Q3	–	Sell	-450	Closed	-$473	–	2665
2023 Q2	$473	Hold	450	–	–	﹤0.01%	2368
2023 Q1	$477	Hold	450	–	–	﹤0.01%	2234
2022 Q4	$518	Buy	+450	New	+$548	﹤0.01%	2200

Other funds holding URG

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Azarias Capital Management Berwyn, Pennsylvania $168M AUM 10.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

EverSource Wealth Advisors's URG Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in Ur-Energy (URG) in Q3 2026: 1,924 shares worth $2.08K. The stake represents ﹤0.01% of the portfolio and ranks #3734 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in URG as recently as Q3 2025.

EverSource Wealth Advisors first reported a position in URG in Q4 2022 and has held it in 8 quarters since. 93 funds tracked by Wall St. Rank hold URG as of Q3 2026.

EverSource Wealth Advisors held 1,924 shares of Ur-Energy worth $2.08K as of Q3 2026.
Ur-Energy was a new EverSource Wealth Advisors position in Q3 2026.
Ur-Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #3734 holding.
EverSource Wealth Advisors first reported a position in Ur-Energy in Q4 2022 and has held it in 8 quarters since.
93 funds tracked by Wall St. Rank held Ur-Energy as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.