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Goehring & Rozencwajg Associates’s Uranium Energy UEC Stock Holding History

Goehring & Rozencwajg Associates’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 		$29.7M Buy
2,201,921
+380,827
+21% +$5.87M 1.6% 20
2025
Q4 		$21.3M Buy
1,821,094
+91,859
+5% +$1.21M 2.11% 16
2025
Q3 		$23.1M Sell
1,729,235
-3,576
-0.2% -$35.8K 2.78% 15
2025
Q2 		$11.8M Sell
1,732,811
-52,137
-3% -$292K 1.8% 20
2025
Q1 		$10M Buy
1,784,948
+38,302
+2% +$240K 1.82% 22
2024
Q4 		$12.5M Sell
1,746,646
-55,838
-3% -$427K 2.57% 13
2024
Q3 		$11.2M Buy
1,802,484
+89,454
+5% +$485K 2.28% 18
2024
Q2 		$10.3M Buy
1,713,030
+165,500
+11% +$1.12M 2.04% 18
2024
Q1 		$10.4M Buy
1,547,530
+72,720
+5% +$514K 2.26% 13
2023
Q4 		$9.44M Buy
1,474,810
+50,145
+4% +$299K 2.28% 13
2023
Q3 		$7.34M Buy
1,424,665
+44,750
+3% +$182K 1.8% 22
2023
Q2 		$4.69M Buy
1,379,915
+606,807
+78% +$1.73M 1.35% 30
2023
Q1 		$2.23M Buy
773,108
+42,035
+6% +$152K 0.76% 40
2022
Q4 		$2.83M Buy
+731,073
New +$2.78M 1.01% 33

Other funds holding UEC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Goehring & Rozencwajg Associates's UEC Position: Q1 2026 in Review

Goehring & Rozencwajg Associates increased its Uranium Energy (UEC) stake by 21% in Q1 2026, buying an estimated $5.87M and bringing the position to 2,201,921 shares worth $29.7M. The position accounts for 1.6% of the portfolio, ranked #20.

Goehring & Rozencwajg Associates first reported a position in UEC in Q4 2022 and has held it in 14 quarters since. 402 funds tracked by Wall St. Rank hold UEC as of Q1 2026.

  • Goehring & Rozencwajg Associates held 2,201,921 shares of Uranium Energy worth $29.7M as of Q1 2026.
  • Goehring & Rozencwajg Associates bought 380,827 Uranium Energy shares in Q1 2026, an estimated $5.87M.
  • Uranium Energy made up 1.6% of Goehring & Rozencwajg Associates's portfolio in Q1 2026, its #20 holding.
  • Goehring & Rozencwajg Associates first reported a position in Uranium Energy in Q4 2022 and has held it in 14 quarters since.
  • 402 funds tracked by Wall St. Rank held Uranium Energy as of Q1 2026.

Based on Goehring & Rozencwajg Associates's 13F filing for Q1 2026, filed 5 May 2026.