EWA
URG

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
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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
LHCM
Lloyd Harbor Capital Management Cold Spring Harbor, New York $245M AUM 141.83% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

EverSource Wealth Advisors's URG Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Ur-Energy (URG) in Q4 2025, closing a stake of 51 shares — an estimated $91 sold.

EverSource Wealth Advisors first reported a position in URG in Q4 2022 and held it in 7 quarters. The position peaked at $1.86K in Q2 2025. 126 funds tracked by Wall St. Rank hold URG as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Ur-Energy position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 51 Ur-Energy shares in Q4 2025, an estimated $91.
  • EverSource Wealth Advisors first reported a position in Ur-Energy in Q4 2022 and held it in 7 quarters.
  • EverSource Wealth Advisors's Ur-Energy position peaked at $1.86K in Q2 2025.
  • 126 funds tracked by Wall St. Rank held Ur-Energy as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.