Total Wealth Planning & Management’s Uranium Energy UEC Stock Holding History

Total Wealth Planning & Management’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	$552K	Sell	51,740 -100	-0.2%	-$1.34K	0.37%	91
2026 Q1	$700K	Hold	51,840	–	–	0.52%	67
2025 Q4	$605K	Buy	+51,840	New	+$680K	0.45%	64
2025 Q2	$597K	Buy	87,730 +1,100	+1%	+$6.16K	0.48%	65
2025 Q1	$414K	Sell	86,630 -900	-1%	-$5.64K	0.39%	87
2024 Q4	$586K	Buy	+87,530	New	+$670K	0.53%	57

Other funds holding UEC

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Total Wealth Planning & Management's UEC Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its Uranium Energy (UEC) stake by 0.19% in Q2 2026, selling an estimated $1.34K and leaving 51,740 shares worth $552K. The position accounts for 0.37% of the portfolio, ranked #91.

Total Wealth Planning & Management first reported a position in UEC in Q4 2024 and has held it in 6 quarters since. The position peaked at $700K in Q1 2026. 405 funds tracked by Wall St. Rank hold UEC as of Q2 2026.

Total Wealth Planning & Management held 51,740 shares of Uranium Energy worth $552K as of Q2 2026.
Total Wealth Planning & Management sold 100 Uranium Energy shares in Q2 2026, an estimated $1.34K.
Uranium Energy made up 0.37% of Total Wealth Planning & Management's portfolio in Q2 2026, its #91 holding.
Total Wealth Planning & Management first reported a position in Uranium Energy in Q4 2024 and has held it in 6 quarters since.
Total Wealth Planning & Management's Uranium Energy position peaked at $700K in Q1 2026.
405 funds tracked by Wall St. Rank held Uranium Energy as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.