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 Q3	$482K	Sell	51,040 -700	-1%	-$7.45K	0.36%	93
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

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Acasta Partners UK London $223M AUM 3.13% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Vanguard Capital Wealth Advisors Denver, Colorado $145M AUM 65.64% 1-Year Est. Return

Total Wealth Planning & Management's UEC Position: Q3 2026 in Review

Total Wealth Planning & Management reduced its Uranium Energy (UEC) stake by 1.4% in Q3 2026, selling an estimated $7.45K and leaving 51,040 shares worth $482K. The position accounts for 0.36% of the portfolio, ranked #93.

Total Wealth Planning & Management first reported a position in UEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $700K in Q1 2026. 81 funds tracked by Wall St. Rank hold UEC as of Q3 2026.

Total Wealth Planning & Management held 51,040 shares of Uranium Energy worth $482K as of Q3 2026.
Total Wealth Planning & Management sold 700 Uranium Energy shares in Q3 2026, an estimated $7.45K.
Uranium Energy made up 0.36% of Total Wealth Planning & Management's portfolio in Q3 2026, its #93 holding.
Total Wealth Planning & Management first reported a position in Uranium Energy in Q4 2024 and has held it in 7 quarters since.
Total Wealth Planning & Management's Uranium Energy position peaked at $700K in Q1 2026.
81 funds tracked by Wall St. Rank held Uranium Energy as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.