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 ($1.1m this quarter). Holder counts are more reliable. Shares outstanding: 230.7m as of 2025-08-01, 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 ≈ $5.75. Options: 15 managers hold calls ($38.6m notional), 16 hold puts ($51.3m).
Trends to Q2 2025
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 |
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 2023 | 100 | 44 |
| Q4 2023 | 97 | 73 |
| Q1 2024 | 86 | 93 |
| Q2 2024 | 100 | 70 |
| Q3 2024 | 121 | 58 |
| Q4 2024 | 131 | 64 |
| Q1 2025 | 122 | 90 |
| Q2 2025 | 154 | 82 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $10.2m | $6.6m | 0.64 |
| Q4 2024 | $18.2m | $21.2m | 1.16 |
| Q1 2025 | $11.5m | $15.4m | 1.34 |
| Q2 2025 | $38.6m | $51.3m | 1.33 |
Biggest buyers
| RENAISSANCE TECHNOLOGIES LLC | Added | +2.6m |
| BANK OF AMERICA CORP /DE/ | Added | +2.1m |
| BNP PARIBAS FINANCIAL MARKETS | Added | +1.7m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +1.3m |
| ROYAL BANK OF CANADA | Added | +1.3m |
| Balyasny Asset Management L.P. | New | +1.2m |
| CenterBook Partners LP | New | +1.0m |
| CITADEL ADVISORS LLC | Added | +945.4k |
| BlackRock, Inc. | Added | +878.5k |
| Baird Financial Group, Inc. | New | +698.9k |
Biggest sellers
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Reduced | -1.7m |
| MMCAP International Inc. SPC | Reduced | -706.6k |
| Bridgewater Associates, LP | Reduced | -509.9k |
| Cubist Systematic Strategies, LLC | Sold out | -467.7k |
| OMERS ADMINISTRATION Corp | Sold out | -327.6k |
| IMC-Chicago, LLC | Reduced | -318.3k |
| MIRABELLA FINANCIAL SERVICES LLP | Sold out | -250.0k |
| JANE STREET GROUP, LLC | Reduced | -205.1k |
| TD Asset Management Inc | Reduced | -189.9k |
| GROUP ONE TRADING LLC | Sold out | -160.3k |
Biggest calls
| PEAK6 LLC | Added | $15.4m2.7m shares |
| GROUP ONE TRADING LLC | Added | $6.8m1.2m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.5m957.0k shares |
| SIMPLEX TRADING, LLC | Added | $2.9m507.7k shares |
| IMC-Chicago, LLC | Added | $1.7m298.6k shares |
| WOLVERINE TRADING, LLC | Added | $1.4m255.0k shares |
| Caption Management, LLC | Added | $1.3m230.0k shares |
| CITADEL ADVISORS LLC | Added | $1.2m202.4k shares |
| D. E. Shaw & Co., Inc. | New | $792.4k137.8k shares |
| SIG North Trading, ULC | Added | $552.6k96.1k shares |
Biggest puts
| PEAK6 LLC | Added | $12.8m2.2m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $8.4m1.5m shares |
| ROYAL BANK OF CANADA | New | $7.6m1.3m shares |
| GROUP ONE TRADING LLC | Added | $5.0m872.6k shares |
| SIMPLEX TRADING, LLC | Added | $4.6m799.8k shares |
| JANE STREET GROUP, LLC | Added | $4.5m787.0k shares |
| CITADEL ADVISORS LLC | Added | $3.5m606.9k shares |
| IMC-Chicago, LLC | Reduced | $1.6m280.7k shares |
| WOLVERINE TRADING, LLC | Added | $1.2m224.5k shares |
| Caption Management, LLC | Reduced | $966.0k168.0k 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 in Q2 2025
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 |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 1 | $69.0k | — |
| Q1 2024 | 0 | — | 1 | $41.8k | — |
| Q2 2024 | 15 | $422.6k | 1 | $92.8k | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 1 | $8.1k | 2 | $234.7k | — |
| Q1 2025 | 3 | $71.3k | 3 | $146.5k | — |
| Q2 2025 | 0 | — | 3 | $1.2m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-10 | CARSTENS TIMOTHY JAMES Executive VP, Heavy Mineral | Sold | $1.1m210.6k shares |
| 2025-06-03 | NAZARENUS DEE ANN VP Human Resources and | Sold | $20.3k3.6k shares |
| 2025-05-28 | ESTABROOKE IVY Director | Sold | $24.0k4.4k 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 2025
| Manager | Shares | Change |
|---|---|---|
| ALPS ADVISORS INC 0.53% of their portfolio | 15.9m $91.6m | Reduced -3.8k |
| BlackRock, Inc. 0.00% of their portfolio | 12.1m $69.4m | Added +878.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.12% of their portfolio | 11.0m $63.3m | Reduced -1.7m |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 9.2m $52.9m | Added +410.9k |
| VANGUARD GROUP INC 0.00% of their portfolio | 7.9m $45.4m | Added +435.8k |
| VAN ECK ASSOCIATES CORP 0.05% of their portfolio | 7.5m $43.3m | Added +183.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 5.4m $31.1m | Added +2.6m |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 4.4m $25.1m | Added +2.1m |
| STATE STREET CORP 0.00% of their portfolio | 3.4m $19.7m | Added +142.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 2.8m $15.8m | Added +1.3m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.7m $15.3m | Added +272.7k |
| Vident Advisory, LLC 0.15% of their portfolio | 2.4m $13.7m | Added +322.2k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 2.1m $12.0m | Added +945.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 2.1m $11.9m | Added +1.7m |
| Robertson Stephens Wealth Management, LLC 0.40% of their portfolio | 2.0m $11.5m | Added +261.6k |
| MORGAN STANLEY 0.00% of their portfolio | 1.8m $10.5m | Added +215.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.5m $8.9m | Added +556.7k |
| MMCAP International Inc. SPC 1.05% of their portfolio | 1.5m $8.7m | Reduced -706.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.4m $8.0m | Added +1.3m |
| UBS Group AG 0.00% of their portfolio | 1.3m $7.3m | Added +273.4k |
| Focus Partners Wealth 0.02% of their portfolio | 1.2m $7.1m | Added +5.4k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 1.2m $7.0m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.2m $6.9m | Added +73.5k |
| Goehring & Rozencwajg Associates, LLC 1.03% of their portfolio | 1.2m $6.7m | Reduced -2.7k |
| CenterBook Partners LP 0.34% of their portfolio | 1.0m $6.0m | New |
| Summit Financial, LLC 0.13% of their portfolio | 1.0m $5.9m | Added +63.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 906.6k $5.2m | Added +22.8k |
| Azarias Capital Management, L.P. 2.24% of their portfolio | 857.9k $4.9m | Reduced -53.8k |
| Bridgewater Associates, LP 0.02% of their portfolio | 849.4k $4.9m | Reduced -509.9k |
| SHELL ASSET MANAGEMENT CO 0.15% of their portfolio | 753.7k $4.3m | Added +451.2k |
| Stanley-Laman Group, Ltd. 0.61% of their portfolio | 714.3k $4.1m | Added +11.4k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 698.9k $4.0m | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 682.2k $3.9m | Added +619.3k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 638.0k $3.7m | Added +336.1k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 613.8k $3.5m | Added +61.2k |
| PEAK6 LLC 0.06% of their portfolio | 588.1k $3.4m | Added +47.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 544.2k $3.1m | Added +51.9k |
| Nuveen, LLC 0.00% of their portfolio | 541.6k $3.1m | Reduced -58.3k |
| BARCLAYS PLC 0.00% of their portfolio | 537.2k $3.1m | Added +184.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 524.5k $3.0m | Added +65.2k |
| SIMPLEX TRADING, LLC 0.07% of their portfolio | 477.6k $2.7m | Added +90.3k |
| SIR Capital Management, L.P. 0.22% of their portfolio | 432.4k $2.5m | New |
| Swiss National Bank 0.00% of their portfolio | 384.4k $2.2m | Added +19.6k |
| TD Asset Management Inc 0.00% of their portfolio | 371.7k $2.1m | Reduced -189.9k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 347.8k $2.0m | Added +57.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 345.0k $2.0m | Added +75.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 341.8k $2.0m | Reduced -37.3k |
| Bulltick Wealth Management, LLC 0.47% of their portfolio | 332.0k $1.9m | Added +96.4k |
| Federation des caisses Desjardins du Quebec 0.01% of their portfolio | 299.1k $1.7m | Reduced -520 |
| INTEGRITY WEALTH ADVISORS, INC. 1.15% of their portfolio | 286.5k $1.6m | Added +90.9k |
| Legal & General Group Plc 0.00% of their portfolio | 274.1k $1.6m | Added +49.5k |
| GHP Investment Advisors, Inc. 0.07% of their portfolio | 272.8k $1.6m | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 242.8k $1.4m | Added +9.2k |
| Fielder Capital Group LLC 0.36% of their portfolio | 235.1k $1.4m | Reduced -2.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 230.8k $1.3m | Added +47.4k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 193.7k $1.1m | Added +122.1k |
| CITIGROUP INC 0.00% of their portfolio | 191.0k $1.1m | Added +25.7k |
| CIBC Private Wealth Group LLC 0.00% of their portfolio | 180.2k $1.0m | Added +14.2k |
| WINTON GROUP Ltd 0.05% of their portfolio | 165.3k $950.6k | New |
| CIBC Asset Management Inc 0.00% of their portfolio | 164.5k $950.6k | Reduced -52.9k |
| Orion Resource Partners LP 0.16% of their portfolio | 152.7k $878.0k | Added +126.6k |
| SIG North Trading, ULC 0.19% of their portfolio | 148.4k $853.2k | Reduced -30.6k |
| Fort Point Capital Partners LLC 0.08% of their portfolio | 141.9k $815.7k | New |
| Cetera Investment Advisers 0.00% of their portfolio | 141.1k $817.7k | Added +8.5k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 138.3k $795.0k | Added +13.9k |
| HighTower Advisors, LLC 0.00% of their portfolio | 136.6k $785.6k | Added +7.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 133.8k $769.3k | Reduced -25.5k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.00% of their portfolio | 131.5k $760.3k | Added +20.4k |
| Polymer Capital Management (HK) LTD 0.12% of their portfolio | 130.0k $747.3k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 125.0k $718.7k | Added +29.2k |
| Invesco Ltd. 0.00% of their portfolio | 118.0k $678.4k | Added +47.6k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 116.8k $671.7k | Added +18.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 116.2k $668.1k | Reduced -47.6k |
| LPL Financial LLC 0.00% of their portfolio | 114.4k $657.9k | Reduced -6.4k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 114.2k $662.0k | Added +14.6k |
| SPROTT INC. 0.03% of their portfolio | 113.6k $653.3k | Added +7.8k |
| WHITE PINE CAPITAL LLC 0.20% of their portfolio | 109.1k $627.6k | Added +70.2k |
| NATIXIS 0.00% of their portfolio | 105.9k $608.7k | Added +6.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 104.5k $602.0k | Added +23.6k |
| WOLVERINE TRADING, LLC 0.01% of their portfolio | 103.7k $575.4k | Added +66.4k |
| CloudAlpha Capital Management Limited/Hong Kong 0.07% of their portfolio | 103.4k $594.7k | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 103.0k $594.1k | Reduced -767 |
| CLOUGH CAPITAL PARTNERS L P 0.06% of their portfolio | 102.9k $592.0k | Reduced -29.3k |
| IMC-Chicago, LLC 0.01% of their portfolio | 100.0k $575.3k | Reduced -318.3k |
| Caption Management, LLC 0.05% of their portfolio | 97.9k $563.2k | Reduced -112.1k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 97.6k $562.9k | Added +57.4k |
| INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 97.4k $559.8k | Reduced -16.5k |
| Texas Yale Capital Corp. 0.02% of their portfolio | 90.0k $517.5k | Unchanged |
| FMR LLC 0.00% of their portfolio | 83.5k $482.5k | Added +890 |
| Jump Financial, LLC 0.01% of their portfolio | 82.5k $474.1k | New |
| Private Advisor Group, LLC 0.00% of their portfolio | 80.7k $464.1k | Reduced -900 |
| Corient Private Wealth LP 0.00% of their portfolio | 78.1k $448.8k | Added +20.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 74.2k $426.8k | Added +34.5k |
| Banque Cantonale Vaudoise 0.02% of their portfolio | 74.1k $430.0k | Added +69.4k |
| Rathbones Group PLC 0.00% of their portfolio | 73.0k $419.7k | Added +25.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 65.9k $378.6k | Added +18.9k |
| Vontobel Holding Ltd. 0.00% of their portfolio | 64.4k $372.3k | Reduced -881 |
| Verition Fund Management LLC 0.00% of their portfolio | 64.1k $368.7k | New |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 62.5k $359.1k | Added +15.0k |
| Alberta Investment Management Corp 0.00% of their portfolio | 61.9k $358.0k | Unchanged |