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Mark Sheptoff Financial Planning’s Uranium Energy UEC Stock Holding History

Mark Sheptoff Financial Planning’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 		$173K Sell
16,200
-1,200
-7% -$16.1K 0.09% 105
2026
Q1 		$252K Buy
17,400
+10,700
+160% +$165K 0.13% 90
2025
Q4 		$78.3K Buy
+6,700
New +$87.9K 0.04% 168

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

Mark Sheptoff Financial Planning's UEC Position: Q2 2026 in Review

Mark Sheptoff Financial Planning reduced its Uranium Energy (UEC) stake by 6.9% in Q2 2026, selling an estimated $16.1K and leaving 16,200 shares worth $173K. The position accounts for 0.09% of the portfolio, ranked #105.

Mark Sheptoff Financial Planning first reported a position in UEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $252K in Q1 2026. 404 funds tracked by Wall St. Rank hold UEC as of Q2 2026.

  • Mark Sheptoff Financial Planning held 16,200 shares of Uranium Energy worth $173K as of Q2 2026.
  • Mark Sheptoff Financial Planning sold 1,200 Uranium Energy shares in Q2 2026, an estimated $16.1K.
  • Uranium Energy made up 0.09% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #105 holding.
  • Mark Sheptoff Financial Planning first reported a position in Uranium Energy in Q4 2025 and has held it in 3 quarters since.
  • Mark Sheptoff Financial Planning's Uranium Energy position peaked at $252K in Q1 2026.
  • 404 funds tracked by Wall St. Rank held Uranium Energy as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.