ENERGY FUELS INC UUUU
COM NEW · Common Stock · CUSIP 292671708 · ISIN CA2926717083
- SectorMaterials
- IndustryMining & Quarrying of Nonmetallic Minerals (No Fuels)
- HeadquartersLakewood, CO
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.8m this quarter). Holder counts are more reliable. Shares outstanding: 250.0m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $14.54. Options: 29 managers hold calls ($522.7m notional), 9 hold puts ($143.8m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 157 |
| Q4 2022 | 167 |
| Q1 2023 | 166 |
| Q2 2023 | 157 |
| Q3 2023 | 170 |
| Q4 2023 | 189 |
| Q1 2024 | 185 |
| Q2 2024 | 179 |
| Q3 2024 | 201 |
| Q4 2024 | 229 |
| Q1 2025 | 237 |
| Q2 2025 | 243 |
| Q3 2025 | 306 |
| Q4 2025 | 319 |
| Q1 2026 | 338 |
| Q2 2026 | 348 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 121 | 58 |
| Q4 2024 | 131 | 64 |
| Q1 2025 | 122 | 90 |
| Q2 2025 | 154 | 82 |
| Q3 2025 | 199 | 106 |
| Q4 2025 | 177 | 160 |
| Q1 2026 | 200 | 134 |
| Q2 2026 | 195 | 138 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $285.8m | $193.0m | 0.68 |
| Q4 2025 | $645.8m | $268.8m | 0.42 |
| Q1 2026 | $696.4m | $199.6m | 0.29 |
| Q2 2026 | $522.7m | $143.8m | 0.28 |
Biggest buyers
| AMERICAN CENTURY COMPANIES INC | Added | +3.9m |
| VAN ECK ASSOCIATES CORP | Added | +3.9m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +3.1m |
| AMERIPRISE FINANCIAL INC | Added | +2.9m |
| MORGAN STANLEY | Added | +2.6m |
| ALPS ADVISORS INC | Added | +1.4m |
| BlackRock, Inc. | Added | +1.3m |
| BARCLAYS PLC | Added | +978.7k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +759.8k |
| MINDSET WEALTH MANAGEMENT, LLC | Added | +724.9k |
Biggest sellers
| Capital Research Global Investors | Sold out | -3.1m |
| TWO SIGMA INVESTMENTS, LP | Reduced | -1.8m |
| Connor, Clark & Lunn Investment Management Ltd. | Sold out | -1.6m |
| D. E. Shaw & Co., Inc. | Reduced | -1.6m |
| Driehaus Capital Management LLC | Sold out | -1.1m |
| BANK OF AMERICA CORP /DE/ | Reduced | -963.6k |
| Man Group plc | Reduced | -876.4k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -701.3k |
| Brevan Howard Capital Management LP | Sold out | -668.8k |
| SG Americas Securities, LLC | Reduced | -653.2k |
Biggest calls
| D. E. Shaw & Co., Inc. | Reduced | $124.5m8.6m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $95.6m6.6m shares |
| WELLS FARGO & COMPANY/MN | Unchanged | $72.6m5.0m shares |
| CITIGROUP INC | Unchanged | $50.8m3.5m shares |
| JANE STREET GROUP, LLC | Added | $49.5m3.4m shares |
| CITADEL ADVISORS LLC | Reduced | $32.6m2.2m shares |
| GROUP ONE TRADING LLC | Reduced | $22.2m1.5m shares |
| SIMPLEX TRADING, LLC | Added | $15.5m1.1m shares |
| IMC-Chicago, LLC | Reduced | $15.1m1.0m shares |
| Walleye Trading LLC | Added | $11.7m806.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $47.2m3.3m shares |
| JANE STREET GROUP, LLC | Reduced | $45.2m3.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $44.5m3.1m shares |
| Walleye Trading LLC | Reduced | $4.4m301.0k shares |
| SIG North Trading, ULC | Added | $1.7m119.3k shares |
| Walleye Capital LLC | Reduced | $381.4k26.3k shares |
| Tidal Investments LLC | Added | $339.3k23.4k shares |
| BANK OF MONTREAL /CAN/ | New | $145.1k10.0k shares |
| Parallax Volatility Advisers, L.P. | New | $2.9k200 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VAN ECK ASSOCIATES CORP 13G · institution +1.3 pts · filed 2026-08-14 | 7.8% |
| BlackRock, Inc. 13G · institution filed 2025-02-05 | 7.8% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.3% |
| Global X Management CO LLC 13G · institution +1.1 pts · filed 2026-05-15 | 6.8% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 1 | $8.1k | 2 | $234.7k | — |
| Q1 2025 | 3 | $71.3k | 3 | $146.5k | — |
| Q2 2025 | 0 | — | 3 | $1.2m | — |
| Q3 2025 | 0 | — | 6 | $8.9m | — |
| Q4 2025 | 0 | — | 6 | $7.0m | — |
| Q1 2026 | 0 | — | 4 | $1.1m | — |
| Q2 2026 | 0 | — | 1 | $280.6k | — |
| Q3 2026 | 2 | $1.0m | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-07-08 | HANSEN BRUCE D Director | Bought | $50.8k4.0k shares |
| 2026-07-07 | Bhappu Ross R. President and CEO | Bought | $967.9k74.0k shares |
| 2026-04-10 | KAPOSTASY DANIEL VP, Technical Services | Sold | $280.6k15.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| VAN ECK ASSOCIATES CORP 0.17% of their portfolio | 19.5m $282.8m | Added +3.9m |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.30% of their portfolio | 17.1m $249.0m | Added +280.6k |
| BlackRock, Inc. 0.00% of their portfolio | 15.7m $227.2m | Added +1.3m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 14.9m $216.0m | Added +415.1k |
| ALPS ADVISORS INC 0.66% of their portfolio | 9.7m $140.8m | Added +1.4m |
| MORGAN STANLEY 0.01% of their portfolio | 8.8m $128.0m | Added +2.6m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 8.7m $126.7m | Added +3.1m |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 8.6m $125.1m | Added +2.9m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 6.4m $93.0m | Added +666.7k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 4.2m $61.3m | Added +3.9m |
| STATE STREET CORP 0.00% of their portfolio | 4.1m $60.1m | Added +312.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.9m $59.5m | Added +759.8k |
| NORGES BANK 0.00% of their portfolio | 3.3m $47.3m | Not comparable |
| BARCLAYS PLC 0.01% of their portfolio | 3.0m $42.9m | Added +978.7k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 2.6m $37.7m | Added +239.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.0m $28.5m | Reduced -583.9k |
| Marex Group Ltd 0.18% of their portfolio | 1.7m $24.2m | Added +429.3k |
| Goehring & Rozencwajg Associates, LLC 1.33% of their portfolio | 1.6m $23.1m | Added +105.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.5m $21.4m | Added +206.3k |
| Vident Advisory, LLC 0.15% of their portfolio | 1.4m $20.7m | Added +34.9k |
| UBS Group AG 0.00% of their portfolio | 1.3m $18.5m | Added +116.1k |
| CITIGROUP INC 0.01% of their portfolio | 1.2m $17.9m | Added +159.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 1.2m $16.7m | Reduced -83.3k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 1.1m $16.1m | Reduced -18.4k |
| Summit Financial, LLC 0.17% of their portfolio | 1.0m $15.2m | Added +17.3k |
| MINDSET WEALTH MANAGEMENT, LLC 2.86% of their portfolio | 1.0m $14.9m | Added +724.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.0m $14.8m | Reduced -963.6k |
| Robertson Stephens Wealth Management, LLC 0.34% of their portfolio | 950.5k $13.8m | Added +7.9k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 924.5k $13.4m | Added +90.6k |
| Man Group plc 0.02% of their portfolio | 906.7k $13.1m | Reduced -876.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 871.8k $12.6m | Reduced -2.3k |
| Focus Partners Wealth 0.01% of their portfolio | 868.3k $12.6m | Added +72.5k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 831.8k $12.1m | Reduced -1.6m |
| Vanguard Global Advisers, LLC 0.01% of their portfolio | 825.2k $12.0m | Added +80.7k |
| Tidal Investments LLC 0.03% of their portfolio | 814.1k $11.8m | Added +360.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 799.8k $11.6m | Added +10.2k |
| Temasek Holdings (Private) Ltd 0.03% of their portfolio | 781.3k $11.3m | Added +223.3k |
| Nuveen, LLC 0.00% of their portfolio | 751.0k $10.9m | Added +21.0k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 714.4k $10.4m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 713.2k $10.3m | Reduced -701.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 663.0k $9.6m | Added +131.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 643.5k $9.3m | Added +29.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 604.5k $8.8m | Added +89.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 597.6k $8.7m | Added +313.9k |
| WCM INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 582.4k $8.5m | Reduced -430 |
| Empire Life Investments Inc. 0.45% of their portfolio | 551.0k $8.1m | Added +104.5k |
| TD Asset Management Inc 0.01% of their portfolio | 489.0k $7.1m | Reduced -548.2k |
| Swiss National Bank 0.00% of their portfolio | 487.3k $7.1m | Added +14.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 458.2k $6.7m | Reduced -322.7k |
| Jupiter Topco LLC 0.00% of their portfolio | 457.8k $6.6m | First filing |
| Aquatic Capital Management LLC 0.22% of their portfolio | 443.6k $6.4m | Added +218.4k |
| Azarias Capital Management, L.P. 2.40% of their portfolio | 380.5k $5.5m | Unchanged |
| Baird Financial Group, Inc. 0.01% of their portfolio | 357.0k $5.2m | Reduced -32.6k |
| SG Americas Securities, LLC 0.00% of their portfolio | 357.0k $5.2m | Reduced -653.2k |
| IMC-Chicago, LLC 0.05% of their portfolio | 353.1k $5.1m | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 345.6k $5.0m | New |
| LPL Financial LLC 0.00% of their portfolio | 344.1k $5.0m | Added +19.4k |
| Defiance ETFs, LLC 0.07% of their portfolio | 341.7k $4.9m | Added +235.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 339.3k $4.9m | Added +20.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 326.2k $6.0m | Added +44.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 320.3k $4.6m | Added +47.7k |
| Stanley-Laman Group, Ltd. 0.46% of their portfolio | 313.5k $4.5m | Reduced -1.6k |
| ArrowMark Colorado Holdings LLC 0.19% of their portfolio | 310.0k $4.5m | New |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.03% of their portfolio | 307.9k $4.5m | Added +105.0k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 307.8k $4.4m | Added +89.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 290.9k $4.2m | Reduced -25 |
| GHP Investment Advisors, Inc. 0.15% of their portfolio | 288.9k $4.2m | Unchanged |
| MARSHALL WACE, LLP 0.00% of their portfolio | 283.6k $4.1m | New |
| Legal & General Group Plc 0.00% of their portfolio | 281.5k $4.1m | Reduced -2.4k |
| Clear Street Group Inc. 0.01% of their portfolio | 275.3k $4.0m | Added +47.5k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 272.3k $3.9m | Reduced -1.8m |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 263.0k $3.8m | Added +54.3k |
| CIBC Asset Management Inc 0.01% of their portfolio | 257.3k $3.7m | Added +28.4k |
| FMR LLC 0.00% of their portfolio | 250.6k $3.6m | Added +11.1k |
| Oxbow Advisors, LLC 0.28% of their portfolio | 239.1k $3.5m | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 232.7k $3.4m | Reduced -25.4k |
| Deltroit Asset Management (UK) LLP 0.54% of their portfolio | 228.0k $3.3m | Unchanged |
| Voleon Capital Management LP 0.06% of their portfolio | 219.8k $3.2m | New |
| TORONTO DOMINION BANK 0.00% of their portfolio | 202.2k $2.9m | Added +23.7k |
| Deuterium Capital Management, LLC 3.14% of their portfolio | 200.0k $2.9m | Added +150.0k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 197.2k $2.9m | Added +18.7k |
| Federation des caisses Desjardins du Quebec 0.01% of their portfolio | 197.0k $2.8m | Reduced -16.3k |
| Cetera Investment Advisers 0.00% of their portfolio | 194.6k $2.8m | Added +37.8k |
| CIBC Bancorp USA Inc. 0.00% of their portfolio | 194.3k $2.8m | Added +2.1k |
| WINTON GROUP Ltd 0.09% of their portfolio | 193.5k $2.8m | Added +9.4k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 183.7k $2.7m | Added +89.7k |
| SIMPLEX TRADING, LLC 0.07% of their portfolio | 177.6k $2.6m | Reduced -129.9k |
| Neo Ivy Capital Management 0.58% of their portfolio | 173.1k $2.5m | New |
| Walleye Trading LLC 0.03% of their portfolio | 165.8k $2.4m | Added +26.0k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 162.0k $2.3m | Added +96.2k |
| Bridgewater Associates, LP 0.01% of their portfolio | 160.9k $2.3m | New |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 158.7k $3.3m | Added +85.3k |
| Banque Cantonale Vaudoise 0.09% of their portfolio | 154.8k $2.2m | Added +29.0k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 146.6k $2.1m | Added +19.1k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 139.9k $2.0m | Added +9.6k |
| Invesco Ltd. 0.00% of their portfolio | 139.4k $2.0m | Reduced -12.1k |
| Centiva Capital, LP 0.07% of their portfolio | 136.0k $2.0m | Added +73.7k |
| Private Advisor Group, LLC 0.01% of their portfolio | 134.5k $1.9m | Reduced -10.1k |
| Caption Management, LLC 0.07% of their portfolio | 133.1k $1.9m | Added +17.3k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.04% of their portfolio | 129.0k $1.9m | Added +39.2k |