FFM
UEC icon

Forum Financial Management’s Uranium Energy UEC Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-14,557
Closed -$170K – 955
2025
Q4 		$170K Hold
14,557
– – ﹤0.01% 982
2025
Q3 		$194K Buy
14,557
+2,112
+17% +$21.1K ﹤0.01% 979
2025
Q2 		$84.6K Buy
12,445
+1,139
+10% +$6.38K ﹤0.01% 936
2025
Q1 		$54K Sell
11,306
-990
-8% -$6.21K ﹤0.01% 859
2024
Q4 		$82.3K Hold
12,296
– – ﹤0.01% 881
2024
Q3 		$76.4K Buy
12,296
+2
+0% +$11 ﹤0.01% 758
2024
Q2 		$73.9K Sell
12,294
-593
-5% -$4.03K ﹤0.01% 706
2024
Q1 		$87K Buy
+12,887
New +$91K ﹤0.01% 732

Other funds holding UEC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Forum Financial Management's UEC Position: Q1 2026 in Review

Forum Financial Management sold out of Uranium Energy (UEC) in Q1 2026, closing a stake of 14,557 shares — an estimated $170K sold.

Forum Financial Management first reported a position in UEC in Q1 2024 and held it in 8 quarters. The position peaked at $194K in Q3 2025. 407 funds tracked by Wall St. Rank hold UEC as of Q1 2026.

  • Forum Financial Management reported no remaining Uranium Energy position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 14,557 Uranium Energy shares in Q1 2026, an estimated $170K.
  • Forum Financial Management first reported a position in Uranium Energy in Q1 2024 and held it in 8 quarters.
  • Forum Financial Management's Uranium Energy position peaked at $194K in Q3 2025.
  • 407 funds tracked by Wall St. Rank held Uranium Energy as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.