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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
Q1 		$47.3K Hold
3,500
– – 0.03% 197
2025
Q4 		$40.9K Buy
+3,500
New +$45.9K 0.03% 209
2025
Q2 		$91.8K Buy
13,500
+5,000
+59% +$28K 0.07% 204
2025
Q1 		$40.6K Buy
8,500
+5,000
+143% +$31.4K 0.04% 191
2024
Q4 		$23.4K Buy
+3,500
New +$26.8K 0.02% 198

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

Total Wealth Planning & Management's UEC Position: Q1 2026 in Review

Total Wealth Planning & Management held its Uranium Energy (UEC) position steady in Q1 2026 at 51,840 shares worth $700K. The position accounts for 0.52% of the portfolio, ranked #67.

Total Wealth Planning & Management first reported a position in UEC in Q4 2024 and has held it in 5 quarters since. 402 funds tracked by Wall St. Rank hold UEC as of Q1 2026.

  • Total Wealth Planning & Management held 51,840 shares of Uranium Energy worth $700K as of Q1 2026.
  • Total Wealth Planning & Management left its Uranium Energy share count unchanged in Q1 2026.
  • Uranium Energy made up 0.52% of Total Wealth Planning & Management's portfolio in Q1 2026, its #67 holding.
  • Total Wealth Planning & Management first reported a position in Uranium Energy in Q4 2024 and has held it in 5 quarters since.
  • 402 funds tracked by Wall St. Rank held Uranium Energy as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.