Position in UEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,720,378
-$1,060,337 QoQ
Shares Held
255,195
-8.9% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#78
of 402 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UEC Over Time
Shares Held
Position Value (USD)
Position in Uranium
Energy · as of Jun 30, 2026Creative Planning holds $14,490,795 across 6 Uranium names. UEC ranks #2 (18.8% of the industry book) .
All Filings in UEC
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,720,378 | 255,195 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,780,715 | 280,053 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,192,260 | 273,310 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,057,033 | 229,163 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $952,917 | 140,135 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $499,615 | 104,522 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $722,633 | 108,017 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $525,240 | 84,580 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $301,441 | 50,157 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $298,930 | 44,286 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $277,267 | 43,323 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $177,304 | 34,428 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $108,874 | 32,022 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $65,419 | 22,715 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $78,069 | 20,121 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $66,339 | 18,954 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $90,207 | 29,288 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $122,034 | 26,587 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $72,986 | 21,787 | Shares | Sole | 2022-02-11 | |
| 2021-03-31 | $38,272 | 13,382 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $19,919 | 11,318 | Shares | Sole | 2021-01-29 | |
| 2020-06-30 | $9,721 | 11,047 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $11,335 | 20,242 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||