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Goehring & Rozencwajg Associates’s Energy Fuels UUUU Stock Holding History

Goehring & Rozencwajg Associates’s Portfolio UUUU Stock Details UUUU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.1M Buy
1,590,170
+105,268
+7% +$1.93M 1.33% 23
2026
Q1 		$27.1M Buy
1,484,902
+255,494
+21% +$5.29M 1.46% 22
2025
Q4 		$17.9M Buy
1,229,408
+62,067
+5% +$1.05M 1.77% 19
2025
Q3 		$17.9M Sell
1,167,341
-1,175
-0.1% -$12.5K 2.16% 17
2025
Q2 		$6.72M Sell
1,168,516
-2,706
-0.2% -$13K 1.03% 32
2025
Q1 		$5.09M Buy
1,171,222
+25,829
+2% +$124K 0.92% 34
2024
Q4 		$6.13M Sell
1,145,393
-33,839
-3% -$209K 1.26% 32
2024
Q3 		$6.47M Buy
1,179,232
+84,188
+8% +$438K 1.32% 30
2024
Q2 		$6.64M Buy
1,095,044
+179,900
+20% +$1.1M 1.32% 32
2024
Q1 		$5.76M Buy
915,144
+63,700
+7% +$429K 1.25% 30
2023
Q4 		$6.12M Buy
851,444
+27,610
+3% +$214K 1.48% 27
2023
Q3 		$6.77M Buy
823,834
+26,055
+3% +$179K 1.66% 24
2023
Q2 		$4.98M Buy
797,779
+79,450
+11% +$467K 1.43% 26
2023
Q1 		$4.01M Buy
718,329
+35,514
+5% +$230K 1.37% 28
2022
Q4 		$4.23M Buy
+682,815
New +$4.52M 1.5% 24

Other funds holding UUUU

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goehring & Rozencwajg Associates's UUUU Position: Q2 2026 in Review

Goehring & Rozencwajg Associates increased its Energy Fuels (UUUU) stake by 7.1% in Q2 2026, buying an estimated $1.93M and bringing the position to 1,590,170 shares worth $23.1M. The position accounts for 1.33% of the portfolio, ranked #23.

Goehring & Rozencwajg Associates first reported a position in UUUU in Q4 2022 and has held it in 15 quarters since. The position peaked at $27.1M in Q1 2026. 349 funds tracked by Wall St. Rank hold UUUU as of Q2 2026.

  • Goehring & Rozencwajg Associates held 1,590,170 shares of Energy Fuels worth $23.1M as of Q2 2026.
  • Goehring & Rozencwajg Associates bought 105,268 Energy Fuels shares in Q2 2026, an estimated $1.93M.
  • Energy Fuels made up 1.33% of Goehring & Rozencwajg Associates's portfolio in Q2 2026, its #23 holding.
  • Goehring & Rozencwajg Associates first reported a position in Energy Fuels in Q4 2022 and has held it in 15 quarters since.
  • Goehring & Rozencwajg Associates's Energy Fuels position peaked at $27.1M in Q1 2026.
  • 349 funds tracked by Wall St. Rank held Energy Fuels as of Q2 2026.

Based on Goehring & Rozencwajg Associates's 13F filing for Q2 2026, filed 5 Aug 2026.