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Heritage Family Offices’s Uranium Energy UEC Stock Holding History

Heritage Family Offices’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
Q2 		$168K Hold
15,785
– – 0.07% 226
2026
Q1 		$213K Hold
15,785
– – 0.09% 182
2025
Q4 		$184K Buy
15,785
+785
+5% +$10.3K 0.08% 199
2025
Q3 		$200K Buy
+15,000
New +$150K 0.09% 192

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
Norges Bank
Norges Bank Oslo, Norway $1T 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

Heritage Family Offices's UEC Position: Q2 2026 in Review

Heritage Family Offices held its Uranium Energy (UEC) position steady in Q2 2026 at 15,785 shares worth $168K. The position accounts for 0.07% of the portfolio, ranked #226.

Heritage Family Offices first reported a position in UEC in Q3 2025 and has held it in 4 quarters since. The position peaked at $213K in Q1 2026. 402 funds tracked by Wall St. Rank hold UEC as of Q2 2026.

  • Heritage Family Offices held 15,785 shares of Uranium Energy worth $168K as of Q2 2026.
  • Heritage Family Offices left its Uranium Energy share count unchanged in Q2 2026.
  • Uranium Energy made up 0.07% of Heritage Family Offices's portfolio in Q2 2026, its #226 holding.
  • Heritage Family Offices first reported a position in Uranium Energy in Q3 2025 and has held it in 4 quarters since.
  • Heritage Family Offices's Uranium Energy position peaked at $213K in Q1 2026.
  • 402 funds tracked by Wall St. Rank held Uranium Energy as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.