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John Overdeck’s Energy Fuels UUUU Stock Holding History

John Overdeck’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 		$197K Sell
13,600
-107,800
-89% -$1.98M ﹤0.01% 4791
2026
Q1 		$2.22M Buy
121,400
+92,400
+319% +$1.91M ﹤0.01% 2681
2025
Q4 		$422K Buy
29,000
+15,000
+107% +$255K ﹤0.01% 3404
2025
Q3 		$215K Buy
+14,000
New +$149K ﹤0.01% 3352

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

John Overdeck's UUUU Position: Q2 2026 in Review

John Overdeck reduced its Energy Fuels (UUUU) stake by 87% in Q2 2026, selling an estimated $32.2M and leaving 272,280 shares worth $3.95M. The position accounts for ﹤0.01% of the portfolio, ranked #2373.

John Overdeck first reported a position in UUUU in Q2 2020 and has held it in 6 quarters since. The position peaked at $36.9M in Q1 2026. 346 funds tracked by Wall St. Rank hold UUUU as of Q2 2026.

  • John Overdeck held 272,280 shares of Energy Fuels worth $3.95M as of Q2 2026.
  • John Overdeck sold 1,751,065 Energy Fuels shares in Q2 2026, an estimated $32.2M.
  • Energy Fuels made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2373 holding.
  • John Overdeck first reported a position in Energy Fuels in Q2 2020 and has held it in 6 quarters since.
  • John Overdeck's Energy Fuels position peaked at $36.9M in Q1 2026.
  • 346 funds tracked by Wall St. Rank held Energy Fuels as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.