SWM
EU

Shakespeare Wealth Management’s enCore Energy EU Stock Holding History

Shakespeare Wealth Management’s Portfolio EU Stock Details EU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,105
Closed -$43.2K – 104
2025
Q2 		$43.2K Hold
15,105
– – 0.01% 93
2025
Q1 		$20.7K Hold
15,105
– – 0.01% 96
2024
Q4 		$51.5K Buy
+15,105
New +$56.9K 0.01% 96

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Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shakespeare Wealth Management's EU Position: Q3 2025 in Review

Shakespeare Wealth Management sold out of enCore Energy (EU) in Q3 2025, closing a stake of 15,105 shares — an estimated $43.2K sold.

Shakespeare Wealth Management first reported a position in EU in Q4 2024 and held it in 3 quarters. The position peaked at $51.5K in Q4 2024. 131 funds tracked by Wall St. Rank hold EU as of Q3 2025.

  • Shakespeare Wealth Management reported no remaining enCore Energy position as of Q3 2025 after selling out during the quarter.
  • Shakespeare Wealth Management sold 15,105 enCore Energy shares in Q3 2025, an estimated $43.2K.
  • Shakespeare Wealth Management first reported a position in enCore Energy in Q4 2024 and held it in 3 quarters.
  • Shakespeare Wealth Management's enCore Energy position peaked at $51.5K in Q4 2024.
  • 131 funds tracked by Wall St. Rank held enCore Energy as of Q3 2025.

Based on Shakespeare Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.