RFP
UUUU icon

Root Financial Partners’s Energy Fuels UUUU Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-30
Closed -$548 – 3055
2026
Q1 		$548 Buy
+30
New +$621 ﹤0.01% 2839

Other funds holding UUUU

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
OCM
Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Root Financial Partners's UUUU Position: Q2 2026 in Review

Root Financial Partners sold out of Energy Fuels (UUUU) in Q2 2026, closing a stake of 30 shares — an estimated $548 sold.

Root Financial Partners first reported a position in UUUU in Q1 2026 and held it in 1 quarter. The position peaked at $548 in Q1 2026. 96 funds tracked by Wall St. Rank hold UUUU as of Q2 2026.

  • Root Financial Partners reported no remaining Energy Fuels position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 30 Energy Fuels shares in Q2 2026, an estimated $548.
  • Root Financial Partners first reported a position in Energy Fuels in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Energy Fuels position peaked at $548 in Q1 2026.
  • 96 funds tracked by Wall St. Rank held Energy Fuels as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.