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Mount Yale Investment Advisors’s Uranium Energy UEC Stock Holding History

Mount Yale Investment Advisors’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
-920
Closed -$6.25K – 1537
2025
Q2 		$6.25K Buy
+920
New +$5.16K ﹤0.01% 1201

Other funds holding UEC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Mount Yale Investment Advisors's UEC Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Uranium Energy (UEC) in Q3 2025, closing a stake of 920 shares — an estimated $6.25K sold.

Mount Yale Investment Advisors first reported a position in UEC in Q2 2025 and held it in 1 quarter. The position peaked at $6.25K in Q2 2025. 357 funds tracked by Wall St. Rank hold UEC as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Uranium Energy position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 920 Uranium Energy shares in Q3 2025, an estimated $6.25K.
  • Mount Yale Investment Advisors first reported a position in Uranium Energy in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Uranium Energy position peaked at $6.25K in Q2 2025.
  • 357 funds tracked by Wall St. Rank held Uranium Energy as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.