Perigon Wealth Management’s Uranium Energy UEC Stock Holding History

Perigon Wealth Management’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 Q1	$181K	Sell	13,400 -6,000	-31%	-$92.5K	﹤0.01%	1231
2025 Q4	$227K	Buy	+19,400	New	+$255K	﹤0.01%	1169
2025 Q3	–	Sell	-42,000	Closed	-$286K	–	1247
2025 Q2	$286K	Sell	42,000 -4,454	-10%	-$25K	0.01%	855
2025 Q1	$222K	Buy	46,454 +32,204	+226%	+$202K	0.01%	928
2024 Q4	$97.6K	Buy	14,250 +1,000	+8%	+$7.65K	﹤0.01%	1023
2024 Q3	$82.3K	Buy	+13,250	New	+$71.9K	﹤0.01%	976
2023 Q2	–	Sell	-14,600	Closed	-$42K	–	807
2023 Q1	$42K	Buy	+14,600	New	+$52.8K	﹤0.01%	693
2020 Q1	–	Sell	-123,400	Closed	-$111K	–	342
2019 Q4	$111K	Buy	+123,400	New	+$120K	0.02%	262

Other funds holding UEC

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Perigon Wealth Management's UEC Position: Q1 2026 in Review

Perigon Wealth Management reduced its Uranium Energy (UEC) stake by 31% in Q1 2026, selling an estimated $92.5K and leaving 13,400 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Perigon Wealth Management first reported a position in UEC in Q4 2019 and has held it in 8 quarters since. The position peaked at $286K in Q2 2025. 402 funds tracked by Wall St. Rank hold UEC as of Q1 2026.

Perigon Wealth Management held 13,400 shares of Uranium Energy worth $181K as of Q1 2026.
Perigon Wealth Management sold 6,000 Uranium Energy shares in Q1 2026, an estimated $92.5K.
Uranium Energy made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1231 holding.
Perigon Wealth Management first reported a position in Uranium Energy in Q4 2019 and has held it in 8 quarters since.
Perigon Wealth Management's Uranium Energy position peaked at $286K in Q2 2025.
402 funds tracked by Wall St. Rank held Uranium Energy as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.