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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
Q2 		$37.3K Hold
3,500
– – 0.03% 213
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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AA
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.