Mindset Wealth Management
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Mindset Wealth Management’s Energy Fuels UUUU Stock Holding History

Mindset Wealth Management’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
Q3 		$11.3M Hold
1,025,050
– – 2.01% 3
2026
Q2 		$14.9M Buy
1,025,050
+724,850
+241% +$13.3M 2.86% 3
2026
Q1 		$5.48M Buy
300,200
+290,100
+2,872% +$6.01M 1.47% 5
2025
Q4 		$147K Buy
+10,100
New +$171K 0.04% 178

Other funds holding UUUU

Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Azarias Capital Management
Azarias Capital Management Berwyn, Pennsylvania $168M AUM 10.75% 1-Year Est. Return
Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Rye Brook Capital
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
Accel Wealth Management
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Mindset Wealth Management's UUUU Position: Q3 2026 in Review

Mindset Wealth Management held its Energy Fuels (UUUU) position steady in Q3 2026 at 1,025,050 shares worth $11.3M. The position accounts for 2.01% of the portfolio, ranked #3.

Mindset Wealth Management first reported a position in UUUU in Q4 2025 and has held it in 4 quarters since. The position peaked at $14.9M in Q2 2026. 41 funds tracked by Wall St. Rank hold UUUU as of Q3 2026.

  • Mindset Wealth Management held 1,025,050 shares of Energy Fuels worth $11.3M as of Q3 2026.
  • Mindset Wealth Management left its Energy Fuels share count unchanged in Q3 2026.
  • Energy Fuels made up 2.01% of Mindset Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Mindset Wealth Management first reported a position in Energy Fuels in Q4 2025 and has held it in 4 quarters since.
  • Mindset Wealth Management's Energy Fuels position peaked at $14.9M in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Energy Fuels as of Q3 2026.

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