LPL Financial’s Uranium Energy UEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.33M | Sell |
405,956
-116,109
| -22% | -$1.56M | ﹤0.01% | 2931 |
|
|
2026
Q1 | $7.05M | Buy |
522,065
+53,198
| +11% | +$821K | ﹤0.01% | 2321 |
|
|
2025
Q4 | $5.48M | Buy |
468,867
+23,169
| +5% | +$304K | ﹤0.01% | 2455 |
|
|
2025
Q3 | $5.95M | Buy |
445,698
+121,411
| +37% | +$1.21M | ﹤0.01% | 2316 |
|
|
2025
Q2 | $2.21M | Buy |
324,287
+172,132
| +113% | +$965K | ﹤0.01% | 3031 |
|
|
2025
Q1 | $727K | Sell |
152,155
-30,183
| -17% | -$189K | ﹤0.01% | 3812 |
|
|
2024
Q4 | $1.22M | Buy |
182,338
+80,063
| +78% | +$613K | ﹤0.01% | 3326 |
|
|
2024
Q3 | $635K | Buy |
102,275
+2,165
| +2% | +$11.7K | ﹤0.01% | 3797 |
|
|
2024
Q2 | $602K | Buy |
100,110
+54,995
| +122% | +$374K | ﹤0.01% | 3706 |
|
|
2024
Q1 | $305K | Sell |
45,115
-1,301
| -3% | -$9.19K | ﹤0.01% | 4181 |
|
|
2023
Q4 | $297K | Sell |
46,416
-2,102
| -4% | -$12.5K | ﹤0.01% | 4094 |
|
|
2023
Q3 | $250K | Buy |
48,518
+2,359
| +5% | +$9.61K | ﹤0.01% | 4079 |
|
|
2023
Q2 | $157K | Buy |
46,159
+8,812
| +24% | +$25.1K | ﹤0.01% | 4223 |
|
|
2023
Q1 | $108K | Sell |
37,347
-3,310
| -8% | -$12K | ﹤0.01% | 4193 |
|
|
2022
Q4 | $158K | Buy |
40,657
+4,284
| +12% | +$16.3K | ﹤0.01% | 4056 |
|
|
2022
Q3 | $127K | Buy |
36,373
+3,747
| +11% | +$14.3K | ﹤0.01% | 4059 |
|
|
2022
Q2 | $100K | Sell |
32,626
-5,300
| -14% | -$22K | ﹤0.01% | 4130 |
|
|
2022
Q1 | $174K | Sell |
37,926
-30,115
| -44% | -$111K | ﹤0.01% | 3860 |
|
|
2021
Q4 | $228K | Sell |
68,041
-3,828
| -5% | -$14.7K | ﹤0.01% | 3898 |
|
|
2021
Q3 | $219K | Buy |
71,869
+51,094
| +246% | +$128K | ﹤0.01% | 3901 |
|
|
2021
Q2 | $55K | Buy |
20,775
+8,100
| +64% | +$24.4K | ﹤0.01% | 4130 |
|
|
2021
Q1 | $36K | Buy |
+12,675
| New | +$27.7K | ﹤0.01% | 4018 |
|
|
2020
Q4 | – | Sell |
-17,377
| Closed | -$17K | – | 3871 |
|
|
2020
Q3 | $17K | Buy |
17,377
+1,477
| +9% | +$1.52K | ﹤0.01% | 3513 |
|
|
2020
Q2 | $14K | Buy |
15,900
+1,400
| +10% | +$1.35K | ﹤0.01% | 3436 |
|
|
2020
Q1 | $8K | Hold |
14,500
| – | – | ﹤0.01% | 3185 |
|
|
2019
Q4 | $13K | Hold |
14,500
| – | – | ﹤0.01% | 3326 |
|
|
2019
Q3 | $14K | Hold |
14,500
| – | – | ﹤0.01% | 3269 |
|
|
2019
Q2 | $20K | Hold |
14,500
| – | – | ﹤0.01% | 3249 |
|
|
2019
Q1 | $20K | Sell |
14,500
-11,500
| -44% | -$15.2K | ﹤0.01% | 3152 |
|
|
2018
Q4 | $33K | Buy |
26,000
+11,500
| +79% | +$15.3K | ﹤0.01% | 3022 |
|
|
2018
Q3 | $25K | Buy |
14,500
+1,200
| +9% | +$2K | ﹤0.01% | 3194 |
|
|
2018
Q2 | $21K | Buy |
13,300
+3,000
| +29% | +$4.76K | ﹤0.01% | 3179 |
|
|
2018
Q1 | $13K | Buy |
+10,300
| New | +$15.3K | ﹤0.01% | 3156 |
|
|
2016
Q4 | – | Sell |
-11,100
| Closed | -$10K | – | 2783 |
|
|
2016
Q3 | $10K | Sell |
11,100
-8,140
| -42% | -$8.23K | ﹤0.01% | 2617 |
|
|
2016
Q2 | $18K | Sell |
19,240
-19,240
| -50% | -$16K | ﹤0.01% | 2595 |
|
|
2016
Q1 | $27K | Buy |
38,480
+26,280
| +215% | +$22.6K | ﹤0.01% | 3044 |
|
|
2015
Q4 | $13K | Buy |
+12,200
| New | +$13.2K | ﹤0.01% | 3126 |
|
|
2015
Q2 | – | Sell |
-13,100
| Closed | -$20K | – | 2947 |
|
|
2015
Q1 | $20K | Sell |
13,100
-2,600
| -17% | -$3.69K | ﹤0.01% | 2755 |
|
|
2014
Q4 | $27K | Buy |
15,700
+5,700
| +57% | +$8.56K | ﹤0.01% | 2684 |
|
|
2014
Q3 | $12K | Hold |
10,000
| – | – | ﹤0.01% | 2680 |
|
|
2014
Q2 | $16K | Hold |
10,000
| – | – | ﹤0.01% | 2664 |
|
|
2014
Q1 | $13K | Hold |
10,000
| – | – | ﹤0.01% | 2628 |
|
|
2013
Q4 | $20K | Buy |
+10,000
| New | +$18.8K | ﹤0.01% | 2627 |
|
Other funds holding UEC
AA
LPL Financial's UEC Position: Q2 2026 in Review
LPL Financial reduced its Uranium Energy (UEC) stake by 22% in Q2 2026, selling an estimated $1.56M and leaving 405,956 shares worth $4.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2931.
LPL Financial first reported a position in UEC in Q4 2013 and has held it in 43 quarters since. The position peaked at $7.05M in Q1 2026. 402 funds tracked by Wall St. Rank hold UEC as of Q2 2026.
- LPL Financial held 405,956 shares of Uranium Energy worth $4.33M as of Q2 2026.
- LPL Financial sold 116,109 Uranium Energy shares in Q2 2026, an estimated $1.56M.
- Uranium Energy made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2931 holding.
- LPL Financial first reported a position in Uranium Energy in Q4 2013 and has held it in 43 quarters since.
- LPL Financial's Uranium Energy position peaked at $7.05M in Q1 2026.
- 402 funds tracked by Wall St. Rank held Uranium Energy as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.