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Strategic Financial Concepts’s Uranium Energy UEC Stock Holding History

Strategic Financial Concepts’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
Q2 		– Sell
-25,150
Closed -$175K – 320
2026
Q1 		$175K Buy
+25,150
New +$388K 0.04% 291
2025
Q4 		– Sell
-18,033
Closed -$241K – 289
2025
Q3 		$241K Buy
+18,033
New +$180K 0.04% 231
2024
Q3 		– Sell
-44,319
Closed -$7.79K – 703
2024
Q2 		$7.79K Buy
+44,319
New +$301K ﹤0.01% 435

Other funds holding UEC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Strategic Financial Concepts's UEC Position: Q2 2026 in Review

Strategic Financial Concepts sold out of Uranium Energy (UEC) in Q2 2026, closing a stake of 25,150 shares — an estimated $175K sold.

Strategic Financial Concepts first reported a position in UEC in Q2 2024 and held it in 3 quarters. The position peaked at $241K in Q3 2025. 402 funds tracked by Wall St. Rank hold UEC as of Q2 2026.

  • Strategic Financial Concepts reported no remaining Uranium Energy position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 25,150 Uranium Energy shares in Q2 2026, an estimated $175K.
  • Strategic Financial Concepts first reported a position in Uranium Energy in Q2 2024 and held it in 3 quarters.
  • Strategic Financial Concepts's Uranium Energy position peaked at $241K in Q3 2025.
  • 402 funds tracked by Wall St. Rank held Uranium Energy as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.