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Whalen Wealth Management’s Energy Fuels UUUU Stock Holding History

Whalen Wealth Management’s Portfolio UUUU Stock Details UUUU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-10,258
Closed -$149K – 250
2026
Q2 		$149K Buy
+10,258
New +$188K 0.07% 193

Other funds holding UUUU

RBC
Rye Brook Capital Greenwich, Connecticut $154M AUM 17.54% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Whalen Wealth Management's UUUU Position: Q3 2026 in Review

Whalen Wealth Management sold out of Energy Fuels (UUUU) in Q3 2026, closing a stake of 10,258 shares — an estimated $149K sold.

Whalen Wealth Management first reported a position in UUUU in Q2 2026 and held it in 1 quarter. The position peaked at $149K in Q2 2026. 11 funds tracked by Wall St. Rank hold UUUU as of Q3 2026.

  • Whalen Wealth Management reported no remaining Energy Fuels position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 10,258 Energy Fuels shares in Q3 2026, an estimated $149K.
  • Whalen Wealth Management first reported a position in Energy Fuels in Q2 2026 and held it in 1 quarter.
  • Whalen Wealth Management's Energy Fuels position peaked at $149K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Energy Fuels as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.