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Provenance Wealth Advisors’s Uranium Energy UEC Stock Holding History

Provenance Wealth 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
2023
Q4 		– Sell
-1,500
Closed -$7.72K – 613
2023
Q3 		$7.72K Buy
+1,500
New +$6.11K ﹤0.01% 257

Other funds holding UEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Provenance Wealth Advisors's UEC Position: Q4 2023 in Review

Provenance Wealth Advisors sold out of Uranium Energy (UEC) in Q4 2023, closing a stake of 1,500 shares — an estimated $7.72K sold.

Provenance Wealth Advisors first reported a position in UEC in Q3 2023 and held it in 1 quarter. The position peaked at $7.72K in Q3 2023. 250 funds tracked by Wall St. Rank hold UEC as of Q4 2023.

  • Provenance Wealth Advisors reported no remaining Uranium Energy position as of Q4 2023 after selling out during the quarter.
  • Provenance Wealth Advisors sold 1,500 Uranium Energy shares in Q4 2023, an estimated $7.72K.
  • Provenance Wealth Advisors first reported a position in Uranium Energy in Q3 2023 and held it in 1 quarter.
  • Provenance Wealth Advisors's Uranium Energy position peaked at $7.72K in Q3 2023.
  • 250 funds tracked by Wall St. Rank held Uranium Energy as of Q4 2023.

Based on Provenance Wealth Advisors's 13F filing for Q4 2023, filed 15 Aug 2025.