Back to UEC
Total Wealth Planning & Management, Inc. → UEC
Total Wealth Planning & Management, Inc. UEC Position History
Uranium Energy Corp. • Energy
Quarters held
8
Latest value
$482K
Q3 2026
Peak value
$700K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $41K |
| Q4 2025 | $605K |
| Q1 2026 | $47K |
| Q1 2026 | $700K |
| Q2 2026 | $552K |
| Q2 2026 | $37K |
| Q3 2026 | $33K |
| Q3 2026 | $482K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $482K | 51.0K | — | — |
| Q3 2026 | $33K | 3.5K | — | — |
| Q2 2026 | $37K | 3.5K | — | — |
| Q2 2026 | $552K | 51.7K | — | — |
| Q1 2026 | $700K | 51.8K | — | — |
| Q1 2026 | $47K | 3.5K | — | — |
| Q4 2025 | $605K | 51.8K | — | — |
| Q4 2025 | $41K | 3.5K | — | — |
Other funds holding UEC
$505.9M
$430.2M
$340.2M
$335.9M
$335.9M
$263.1M
$253.6M