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Independent Wealth Network’s Uranium Energy UEC Stock Holding History

Independent Wealth Network’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
Q3 		$178K Sell
18,826
-5,609
-23% -$59.7K 0.04% 321
2026
Q2 		$260K Sell
24,435
-1,654
-6% -$22.2K 0.07% 267
2026
Q1 		$352K Sell
26,089
-4,425
-15% -$68.3K 0.1% 203
2025
Q4 		$356K Buy
30,514
+597
+2% +$7.84K 0.11% 191
2025
Q3 		$399K Sell
29,917
-1,592
-5% -$15.9K 0.13% 178
2025
Q2 		$214K Buy
31,509
+16
+0.1% +$90 0.08% 238
2025
Q1 		$151K Sell
31,493
-2,060
-6% -$12.9K 0.06% 237
2024
Q4 		$224K Hold
33,553
– – 0.09% 207
2024
Q3 		$208K Buy
+33,553
New +$182K 0.09% 208

Other funds holding UEC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Caxton Associates (UK)
Caxton Associates (UK) London $4.84B AUM 42.87% 1-Year Est. Return

Independent Wealth Network's UEC Position: Q3 2026 in Review

Independent Wealth Network reduced its Uranium Energy (UEC) stake by 23% in Q3 2026, selling an estimated $59.7K and leaving 18,826 shares worth $178K. The position accounts for 0.04% of the portfolio, ranked #321.

Independent Wealth Network first reported a position in UEC in Q3 2024 and has held it in 9 quarters since. The position peaked at $399K in Q3 2025. 330 funds tracked by Wall St. Rank hold UEC as of Q3 2026.

  • Independent Wealth Network held 18,826 shares of Uranium Energy worth $178K as of Q3 2026.
  • Independent Wealth Network sold 5,609 Uranium Energy shares in Q3 2026, an estimated $59.7K.
  • Uranium Energy made up 0.04% of Independent Wealth Network's portfolio in Q3 2026, its #321 holding.
  • Independent Wealth Network first reported a position in Uranium Energy in Q3 2024 and has held it in 9 quarters since.
  • Independent Wealth Network's Uranium Energy position peaked at $399K in Q3 2025.
  • 330 funds tracked by Wall St. Rank held Uranium Energy as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.