Summit Financial’s Uranium Energy UEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.54M Buy
613,558
+143
+0% +$1.92K 0.07% 277
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

Summit Financial's UEC Position: Q2 2026 in Review

Summit Financial increased its Uranium Energy (UEC) stake by 0.02% in Q2 2026, buying an estimated $1.92K and bringing the position to 613,558 shares worth $6.54M. The position accounts for 0.07% of the portfolio, ranked #277.

Summit Financial first reported a position in UEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.28M in Q1 2026. 405 funds tracked by Wall St. Rank hold UEC as of Q2 2026.

  • Summit Financial held 613,558 shares of Uranium Energy worth $6.54M as of Q2 2026.
  • Summit Financial bought 143 Uranium Energy shares in Q2 2026, an estimated $1.92K.
  • Uranium Energy made up 0.07% of Summit Financial's portfolio in Q2 2026, its #277 holding.
  • Summit Financial first reported a position in Uranium Energy in Q4 2024 and has held it in 7 quarters since.
  • Summit Financial's Uranium Energy position peaked at $8.28M in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Uranium Energy as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.