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Patriot Financial Group Insurance Agency’s Energy Fuels UUUU Stock Holding History

Patriot Financial Group Insurance Agency’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
Q1 		– Sell
-11,350
Closed -$165K – 724
2025
Q4 		$165K Buy
+11,350
New +$193K 0.02% 486
2022
Q1 		– Sell
-5,000
Closed -$38K – 2245
2021
Q4 		$38K Hold
5,000
– – 0.01% 978
2021
Q3 		$35K Buy
+5,000
New +$28.5K 0.01% 1005
2020
Q1 		– Sell
-327
Closed -$1K – 1750
2019
Q4 		$1K Hold
327
– – ﹤0.01% 1268
2019
Q3 		$1K Buy
+327
New +$652 ﹤0.01% 1246

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VanEck Associates
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Patriot Financial Group Insurance Agency's UUUU Position: Q1 2026 in Review

Patriot Financial Group Insurance Agency sold out of Energy Fuels (UUUU) in Q1 2026, closing a stake of 11,350 shares — an estimated $165K sold.

Patriot Financial Group Insurance Agency first reported a position in UUUU in Q3 2019 and held it in 5 quarters. The position peaked at $165K in Q4 2025. 338 funds tracked by Wall St. Rank hold UUUU as of Q1 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Energy Fuels position as of Q1 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 11,350 Energy Fuels shares in Q1 2026, an estimated $165K.
  • Patriot Financial Group Insurance Agency first reported a position in Energy Fuels in Q3 2019 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Energy Fuels position peaked at $165K in Q4 2025.
  • 338 funds tracked by Wall St. Rank held Energy Fuels as of Q1 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2026, filed 22 Apr 2026.