Position in URG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$74,211
+$12,242 QoQ
Shares Held
54,567
+31.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#81
of 163 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in URG Over Time
Shares Held
Position Value (USD)
Position in Uranium
Energy · as of Jun 30, 2026AE Wealth Management LLC holds $1,684,322 across 5 Uranium names. URG ranks #4 (4.4% of the industry book) .
All Filings in URG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,211 | 54,567 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $61,969 | 41,590 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $55,811 | 40,152 | Shares | Sole | 2026-01-26 | |
| 2023-12-31 | $20,058 | 13,025 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $19,442 | 12,625 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $13,440 | 12,800 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $13,568 | 12,800 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $14,720 | 12,800 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $13,952 | 12,800 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $13,568 | 12,800 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $20,480 | 12,800 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $15,616 | 12,800 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $21,500 | 12,500 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $17,802 | 12,716 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||