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Summit Financial’s Uranium Energy UEC Stock Holding History

Summit Financial’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 		$8.28M Buy
613,415
+550
+0.1% +$8.48K 0.11% 193
2025
Q4 		$7.16M Sell
612,865
-7,131
-1% -$93.6K 0.11% 180
2025
Q3 		$8.27M Buy
619,996
+7,500
+1% +$75K 0.13% 144
2025
Q2 		$4.16M Hold
612,496
– – 0.09% 185
2025
Q1 		$2.93M Hold
612,496
– – 0.08% 210
2024
Q4 		$4.1M Buy
+612,496
New +$4.69M 0.14% 127

Other funds holding UEC

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
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

Summit Financial's UEC Position: Q1 2026 in Review

Summit Financial increased its Uranium Energy (UEC) stake by 0.09% in Q1 2026, buying an estimated $8.48K and bringing the position to 613,415 shares worth $8.28M. The position accounts for 0.11% of the portfolio, ranked #193.

Summit Financial first reported a position in UEC in Q4 2024 and has held it in 6 quarters since. 402 funds tracked by Wall St. Rank hold UEC as of Q1 2026.

  • Summit Financial held 613,415 shares of Uranium Energy worth $8.28M as of Q1 2026.
  • Summit Financial bought 550 Uranium Energy shares in Q1 2026, an estimated $8.48K.
  • Uranium Energy made up 0.11% of Summit Financial's portfolio in Q1 2026, its #193 holding.
  • Summit Financial first reported a position in Uranium Energy in Q4 2024 and has held it in 6 quarters since.
  • 402 funds tracked by Wall St. Rank held Uranium Energy as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.