undamentalytics Newsletter

Energy Fuels Inc: which funds bought and sold

Institutions that bought and sold Energy Fuels shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 195 institutions that filed 13F reports for both quarters added to or opened positions in Energy Fuels, and 137 cut or closed them. Together they added a net 11.3M shares, +6.8% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.6M shares (−6.9%); index fund managers were net buyers of 4.0M shares (+8.6%). 55 opened a new position and 45 sold out entirely.

Bought, Q2 2026 195 institutions, 55 of them new holders Sold, Q2 2026 137 institutions, 45 of them sold out
Net change, all compared +11.3M shares (+6.8%)
Net change, active managers −1.6M shares (−6.9%), 23 bought, 20 sold

Buyers versus sellers

institutions compared, 386
Active managers and hedge funds 23 bought · 20 sold · −1.6M
Index fund managers 10 bought · 1 sold · +4.0M
Other institutions 162 bought · 116 sold · +8.9M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
American Century Companies Inc Active manager +3.9M +1315.2% 4.2M $61.3M
Van Eck Associates Corp +3.9M +25.1% 19.5M $283M
Price T Rowe Associates Inc Active manager +3.1M +55.7% 8.7M $127M
Ameriprise Financial Inc +2.9M +50.3% 8.6M $125M
Morgan Stanley +2.6M +40.8% 8.8M $128M
Alps Advisors Inc +1.4M +17.0% 9.7M $141M
Blackrock, Inc. Index funds +1.3M +8.8% 15.7M $227M
Barclays PLC +979K +49.4% 3.0M $42.9M
Geode Capital Management, LLC Index funds +760K +24.0% 3.9M $59.5M
Mindset Wealth Management, LLC +725K +241.5% 1.0M $14.9M
Balyasny Asset Management L.P. Hedge fund +714K New position 714K $10.4M
Vanguard Portfolio Management LLC Index funds +667K +11.6% 6.4M $93M
Marex Group Ltd +429K +34.7% 1.7M $24.2M
Vanguard Capital Management LLC Index funds +415K +2.9% 14.9M $216M
Tidal Investments LLC +361K +79.5% 814K $11.8M
Imc-Chicago, LLC +353K New position 353K $5.1M
Millennium Management LLC Hedge fund +346K New position 346K $5M
Citadel Advisors LLC Hedge fund +314K +110.7% 598K $8.7M
State Street Corp Index funds +312K +8.2% 4.1M $60.1M
Arrowmark Colorado Holdings LLC +310K New position 310K $4.5M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Capital Research Global Investors Active manager −3.1M Sold out 0 —
Two Sigma Investments, LP Hedge fund −1.8M −86.5% 272K $3.9M
Connor, Clark & Lunn Investment Management Ltd. −1.6M Sold out 0 —
D. E. Shaw & Co., Inc. Hedge fund −1.6M −65.2% 832K $12.1M
Driehaus Capital Management LLC Active manager −1.1M Sold out 0 —
Bank Of America Corp −964K −48.6% 1.0M $14.8M
Man Group PLC Hedge fund −876K −49.1% 907K $13.1M
BNP Paribas Financial Markets −701K −49.6% 713K $10.3M
Brevan Howard Capital Management LP Hedge fund −669K Sold out 0 —
SG Americas Securities, LLC −653K −64.7% 357K $5.2M
Renaissance Technologies LLC Hedge fund −638K Sold out 0 —
Goldman Sachs Group Inc −584K −22.9% 2.0M $28.5M
TD Asset Management Inc −548K −52.9% 489K $7.1M
Empowered Funds, LLC −511K Sold out 0 —
Shannon River Fund Management LLC Hedge fund −508K Sold out 0 —
Centerbook Partners LP Hedge fund −351K Sold out 0 —
Louisbourg Investments Inc. −340K Sold out 0 —
Sapient Capital LLC −323K −90.8% 33K $472,250
Jpmorgan Chase & Co −323K −41.3% 458K $6.7M
Sanctuary Advisors, LLC −283K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Balyasny Asset Management L.P.Hedge fund 714K $10.4M
Imc-Chicago, LLC 353K $5.1M
Millennium Management LLCHedge fund 346K $5M
Arrowmark Colorado Holdings LLC 310K $4.5M
Marshall Wace, LLPHedge fund 284K $4.1M
Oxbow Advisors, LLC 239K $3.5M
Voleon Capital Management LPHedge fund 220K $3.2M
Neo Ivy Capital Management 173K $2.5M
Bridgewater Associates, LPHedge fund 161K $2.3M
Gentrust, LLC 113K $1.6M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Capital Research Global InvestorsActive manager 3.1M $56.1M
Connor, Clark & Lunn Investment Management Ltd. 1.6M $30M
Driehaus Capital Management LLCActive manager 1.1M $20.8M
Brevan Howard Capital Management LPHedge fund 669K $12.2M
Renaissance Technologies LLCHedge fund 638K $11.6M
Empowered Funds, LLC 511K $9.3M
Shannon River Fund Management LLCHedge fund 508K $9.3M
Centerbook Partners LPHedge fund 351K $6.4M
Louisbourg Investments Inc. 340K $6.2M
Sanctuary Advisors, LLC 283K $5.2M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
347
Ten largest holders
62.9%
of 13F-reported shares
Index fund managers
27.7%
of 13F-reported shares
Active managers and hedge funds
11.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 23 20 11 9 −1.6M −6.9%
Index fund managers 10 1 0 0 +4.0M +8.6%
Other institutions 162 116 44 36 +8.9M +9.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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