Total Wealth Planning & Management, Inc.
Position in UEC — Uranium Energy Corp
CIK 2058383
Ponte Vedra Beach, FL
Position in UEC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$699,840
+$94,349 QoQ
Shares Held
51,840
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UEC Over Time
Shares Held
Position Value (USD)
Derivatives in UEC
reported options exposure · as of Mar 31, 2026CallValue
$47,250
CallShares
3,500
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 Mar 31, 2026Total Wealth Planning & Management, Inc. holds $884,347 across 3 Uranium names. UEC ranks #1 (79.1% of the industry book) .
All Filings in UEC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,250 | 3,500 | Call | Sole | 2026-05-05 | |
| 2026-03-31 | $699,840 | 51,840 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $40,880 | 3,500 | Call | Sole | 2026-02-11 | |
| 2025-12-31 | $605,491 | 51,840 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $596,564 | 87,730 | Shares | Sole | 2025-07-24 | |
| 2025-06-30 | $91,800 | 13,500 | Call | Sole | 2025-07-24 | |
| 2025-03-31 | $414,091 | 86,630 | Shares | Sole | 2025-04-24 | |
| 2025-03-31 | $40,630 | 8,500 | Call | Sole | 2025-04-24 | |
| 2024-12-31 | $23,415 | 3,500 | Call | Sole | 2025-02-28 | |
| 2024-12-31 | $585,575 | 87,530 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||