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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Uranium Energy UEC Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$16.7K Sell
1,564
-144
-8% -$1.93K ﹤0.01% 1334
2026
Q1 		$23.1K Sell
1,708
-11,318
-87% -$175K ﹤0.01% 1257
2025
Q4 		$152K Buy
13,026
+9,962
+325% +$131K 0.02% 625
2025
Q3 		$40.9K Buy
+3,064
New +$30.7K 0.01% 1000

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Geode Capital Management
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ALPS Advisors
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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s UEC Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Uranium Energy (UEC) stake by 8.4% in Q2 2026, selling an estimated $1.93K and leaving 1,564 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in UEC in Q3 2025 and has held it in 4 quarters since. The position peaked at $152K in Q4 2025. 408 funds tracked by Wall St. Rank hold UEC as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 1,564 shares of Uranium Energy worth $16.7K as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 144 Uranium Energy shares in Q2 2026, an estimated $1.93K.
  • Uranium Energy made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #1334 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Uranium Energy in Q3 2025 and has held it in 4 quarters since.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Uranium Energy position peaked at $152K in Q4 2025.
  • 408 funds tracked by Wall St. Rank held Uranium Energy as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.