Kestra Private Wealth Services’s Uranium Energy UEC Stock Holding History

Kestra Private Wealth Services’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
2025 Q3	–	Sell	-17,950	Closed	-$122K	–	1753
2025 Q2	$122K	Buy	+17,950	New	+$101K	﹤0.01%	1546
2023 Q3	–	Sell	-11,000	Closed	-$37.4K	–	1213
2023 Q2	$37.4K	Hold	11,000	–	–	﹤0.01%	1057
2023 Q1	$31.7K	Hold	11,000	–	–	﹤0.01%	1027
2022 Q4	$42.7K	Buy	11,000 +1,000	+10%	+$3.8K	﹤0.01%	871
2022 Q3	$35K	Buy	+10,000	New	+$38.2K	﹤0.01%	874
2021 Q3	–	Sell	-10,000	Closed	-$27K	–	972
2021 Q2	$27K	Buy	+10,000	New	+$30.1K	﹤0.01%	880
2021 Q1	–	Sell	-11,000	Closed	-$20K	–	848
2020 Q4	$20K	Hold	11,000	–	–	﹤0.01%	732
2020 Q3	$11K	Buy	+11,000	New	+$11.3K	﹤0.01%	681

Other funds holding UEC

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

Kestra Private Wealth Services's UEC Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of Uranium Energy (UEC) in Q3 2025, closing a stake of 17,950 shares — an estimated $122K sold.

Kestra Private Wealth Services first reported a position in UEC in Q3 2020 and held it in 8 quarters. The position peaked at $122K in Q2 2025. 358 funds tracked by Wall St. Rank hold UEC as of Q3 2025.

Kestra Private Wealth Services reported no remaining Uranium Energy position as of Q3 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 17,950 Uranium Energy shares in Q3 2025, an estimated $122K.
Kestra Private Wealth Services first reported a position in Uranium Energy in Q3 2020 and held it in 8 quarters.
Kestra Private Wealth Services's Uranium Energy position peaked at $122K in Q2 2025.
358 funds tracked by Wall St. Rank held Uranium Energy as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.