Position in UEC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$199,054
-$38,856 QoQ
Shares Held
18,673
+6.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#232
of 402 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UEC Over Time
Shares Held
Position Value (USD)
Derivatives in UEC
reported options exposure · as of Dec 31, 2025CallValue
$1,475
CallShares
1,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Uranium
Energy · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $11,459,675 across 5 Uranium names. UEC ranks #3 (1.7% of the industry book) .
All Filings in UEC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,054 | 18,673 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $237,910 | 17,623 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,475 | 1,100 | Call | Sole | 2026-02-03 | |
| 2025-12-31 | $255,570 | 21,881 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $227,300 | 17,039 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $115,749 | 17,022 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $80,887 | 16,922 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $176,000 | 26,308 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $159,224 | 25,640 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $78,478 | 13,058 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $88,033 | 13,042 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||