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 ($3.5m this quarter). Holder counts are more reliable. Shares outstanding: 249.9m as of 2026-05-01, 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 ≈ $18.25. Options: 28 managers hold calls ($696.4m notional), 14 hold puts ($199.6m).
Trends to Q1 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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 100 | 70 |
| 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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $38.6m | $51.3m | 1.33 |
| Q3 2025 | $285.8m | $193.0m | 0.68 |
| Q4 2025 | $645.8m | $268.8m | 0.42 |
| Q1 2026 | $696.4m | $199.6m | 0.29 |
Biggest buyers
| VAN ECK ASSOCIATES CORP | Added | +3.5m |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Added | +3.1m |
| Capital Research Global Investors | New | +3.1m |
| MORGAN STANLEY | Added | +2.3m |
| AMERIPRISE FINANCIAL INC | Added | +1.4m |
| GOLDMAN SACHS GROUP INC | Added | +1.3m |
| Marex Group Ltd | New | +1.2m |
| TWO SIGMA INVESTMENTS, LP | Added | +1.1m |
| Man Group plc | Added | +844.3k |
| Brevan Howard Capital Management LP | Added | +652.2k |
Biggest sellers
| JANE STREET GROUP, LLC | Reduced | -3.5m |
| WELLS FARGO & COMPANY/MN | Reduced | -2.3m |
| BANK OF AMERICA CORP /DE/ | Reduced | -2.2m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -1.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -994.0k |
| TUDOR INVESTMENT CORP ET AL | Sold out | -764.5k |
| Robertson Stephens Wealth Management, LLC | Reduced | -735.6k |
| TD Asset Management Inc | Reduced | -696.1k |
| Focus Partners Wealth | Reduced | -532.1k |
| Connor, Clark & Lunn Investment Management Ltd. | Reduced | -455.2k |
Biggest calls
| D. E. Shaw & Co., Inc. | Added | $165.0m9.0m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $144.1m7.9m shares |
| WELLS FARGO & COMPANY/MN | Reduced | $91.4m5.0m shares |
| CITIGROUP INC | Unchanged | $64.0m3.5m shares |
| CITADEL ADVISORS LLC | Reduced | $53.1m2.9m shares |
| GROUP ONE TRADING LLC | Reduced | $39.0m2.1m shares |
| PEAK6 LLC | Reduced | $24.0m1.3m shares |
| IMC-Chicago, LLC | Reduced | $23.3m1.3m shares |
| JANE STREET GROUP, LLC | Added | $19.4m1.1m shares |
| SIMPLEX TRADING, LLC | Reduced | $19.3m1.1m shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $68.5m3.8m shares |
| CITADEL ADVISORS LLC | Reduced | $58.5m3.2m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $48.9m2.7m shares |
| Walleye Trading LLC | Added | $6.3m347.8k shares |
| CITIGROUP INC | New | $5.5m300.0k shares |
| TWO SIGMA INVESTMENTS, LP | Added | $2.2m121.9k shares |
| Point72 Asset Management, L.P. | Unchanged | $2.2m119.3k shares |
| SIG North Trading, ULC | Added | $1.9m102.9k shares |
| Walleye Capital LLC | Reduced | $1.8m98.2k shares |
| Caption Management, LLC | Reduced | $1.4m75.0k 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 Q1 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 0 | — | 6 | $8.9m | — |
| Q4 2025 | 0 | — | 6 | $7.0m | — |
| Q1 2026 | 0 | — | 4 | $1.1m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-18 | KAPOSTASY DANIEL VP Technical Services | Sold | $471.0k25.0k shares |
| 2026-03-10 | HIGGS DENNIS LYLE Director | Sold | $123.8k6.0k shares |
| 2026-03-09 | HIGGS DENNIS LYLE Director | Sold | $157.0k8.0k shares |
| 2026-03-09 | Filas Barbara Appelin Director | Sold | $97.6k5.0k shares |
| 2026-03-02 | Moore Curtis Senior VP, Marketing & | Sold | $231.2k10.0k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.42% of their portfolio | 16.9m $308.3m | Added +3.1m |
| VAN ECK ASSOCIATES CORP 0.21% of their portfolio | 15.6m $284.4m | Added +3.5m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 14.5m $264.6m | First filing |
| BlackRock, Inc. 0.00% of their portfolio | 14.4m $262.8m | Added +315.7k |
| ALPS ADVISORS INC 0.71% of their portfolio | 8.3m $151.5m | Reduced -81.2k |
| MORGAN STANLEY 0.01% of their portfolio | 6.3m $114.5m | Added +2.3m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 5.7m $104.9m | First filing |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 5.7m $104.8m | Added +1.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 5.6m $102.4m | Reduced -994.0k |
| STATE STREET CORP 0.00% of their portfolio | 3.8m $69.9m | Added +142.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.2m $58.8m | Added +169.8k |
| Capital Research Global Investors 0.01% of their portfolio | 3.1m $56.1m | New |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.5m $46.5m | Added +1.3m |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 2.4m $43.6m | Reduced -42.7k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 2.4m $43.2m | First filing |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 2.0m $36.9m | Added +1.1m |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 2.0m $36.2m | Reduced -2.2m |
| BARCLAYS PLC 0.01% of their portfolio | 2.0m $36.1m | Added +365.6k |
| Man Group plc 0.07% of their portfolio | 1.8m $32.5m | Added +844.3k |
| Connor, Clark & Lunn Investment Management Ltd. 0.07% of their portfolio | 1.6m $30.0m | Reduced -455.2k |
| Goehring & Rozencwajg Associates, LLC 1.46% of their portfolio | 1.5m $27.1m | Added +255.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 1.4m $25.8m | Reduced -203.3k |
| Vident Advisory, LLC 0.22% of their portfolio | 1.4m $25.5m | Added +88.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.3m $23.1m | Added +573.5k |
| Marex Group Ltd 0.23% of their portfolio | 1.2m $22.6m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 1.2m $22.5m | Reduced -25.8k |
| UBS Group AG 0.00% of their portfolio | 1.2m $21.2m | Reduced -284.8k |
| Driehaus Capital Management LLC 0.15% of their portfolio | 1.1m $20.8m | Reduced -175.5k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 1.1m $20.6m | Added +231.8k |
| CITIGROUP INC 0.01% of their portfolio | 1.1m $19.7m | Added +423.5k |
| TD Asset Management Inc 0.02% of their portfolio | 1.0m $19.0m | Reduced -696.1k |
| Summit Financial, LLC 0.24% of their portfolio | 1.0m $18.8m | Added +8.1k |
| SG Americas Securities, LLC 0.02% of their portfolio | 1.0m $18.4m | Added +270.8k |
| Robertson Stephens Wealth Management, LLC 0.48% of their portfolio | 942.6k $17.2m | Reduced -735.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 874.1k $16.0m | Added +329.8k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 833.9k $15.3m | Added +59.1k |
| Focus Partners Wealth 0.02% of their portfolio | 795.8k $14.5m | Reduced -532.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 789.6k $14.4m | Added +3.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 780.9k $12.9m | Added +57.6k |
| Vanguard Global Advisers, LLC 0.01% of their portfolio | 744.5k $13.7m | First filing |
| Nuveen, LLC 0.00% of their portfolio | 730.0k $13.3m | Added +40.0k |
| Brevan Howard Capital Management LP 0.12% of their portfolio | 668.8k $12.2m | Added +652.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 637.8k $11.6m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 613.8k $11.2m | Added +750 |
| WCM INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 582.8k $9.6m | Added +259.8k |
| Temasek Holdings (Private) Ltd 0.03% of their portfolio | 558.0k $10.2m | New |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 537.0k $9.8m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 531.7k $9.7m | Reduced -2.3m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 515.0k $9.4m | Reduced -53.2k |
| Empowered Funds, LLC 0.06% of their portfolio | 511.5k $9.3m | New |
| Shannon River Fund Management LLC 1.77% of their portfolio | 507.6k $9.3m | New |
| Swiss National Bank 0.00% of their portfolio | 472.6k $8.7m | Added +15.7k |
| Tidal Investments LLC 0.03% of their portfolio | 453.5k $8.3m | Added +438.9k |
| Empire Life Investments Inc. 0.49% of their portfolio | 446.5k $8.1m | New |
| Baird Financial Group, Inc. 0.01% of their portfolio | 389.7k $7.1m | Reduced -159.7k |
| Azarias Capital Management, L.P. 3.11% of their portfolio | 380.5k $6.9m | Reduced -38.5k |
| SAPIENT CAPITAL LLC 0.10% of their portfolio | 355.7k $6.5m | New |
| CenterBook Partners LP 0.34% of their portfolio | 351.2k $6.4m | Reduced -353.9k |
| LOUISBOURG INVESTMENTS INC. 1.17% of their portfolio | 339.5k $6.2m | Added +35.3k |
| LPL Financial LLC 0.00% of their portfolio | 324.8k $5.9m | Added +103.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 319.0k $5.8m | Added +10.5k |
| Stanley-Laman Group, Ltd. 0.71% of their portfolio | 315.1k $5.8m | Reduced -12.2k |
| SIMPLEX TRADING, LLC 0.17% of their portfolio | 307.5k $5.6m | Added +209.4k |
| MINDSET WEALTH MANAGEMENT, LLC 1.47% of their portfolio | 300.2k $5.5m | Added +290.1k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 298.6k $5.4m | New |
| Quadrature Capital Ltd 0.06% of their portfolio | 294.5k $5.4m | Added +179.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 291.0k $5.3m | Reduced -146.5k |
| GHP Investment Advisors, Inc. 0.22% of their portfolio | 288.9k $5.3m | Added +16.1k |
| Legal & General Group Plc 0.00% of their portfolio | 283.9k $5.2m | Added +7.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 283.7k $5.2m | Reduced -418.3k |
| Sanctuary Advisors, LLC 0.03% of their portfolio | 283.3k $5.2m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 282.2k $4.1m | Added +30.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 272.7k $5.0m | Added +45.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 258.0k $4.7m | Reduced -12.5k |
| Public Sector Pension Investment Board 0.01% of their portfolio | 244.4k $4.5m | New |
| FMR LLC 0.00% of their portfolio | 239.5k $4.4m | Added +17.5k |
| CIBC Asset Management Inc 0.01% of their portfolio | 228.9k $4.2m | Added +8.5k |
| Deltroit Asset Management (UK) LLP 0.72% of their portfolio | 228.0k $4.2m | Reduced -80.0k |
| Clear Street Group Inc. 0.02% of their portfolio | 227.8k $4.2m | New |
| Aquatic Capital Management LLC 0.12% of their portfolio | 225.2k $4.1m | New |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 223.0k $4.1m | Added +200.2k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 218.0k $4.0m | Reduced -46.2k |
| Federation des caisses Desjardins du Quebec 0.01% of their portfolio | 213.3k $3.9m | Added +45.4k |
| XTX Topco Ltd 0.07% of their portfolio | 212.1k $3.9m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 208.7k $3.8m | Added +28.0k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% of their portfolio | 202.9k $3.7m | Added +76.9k |
| CIBC Bancorp USA Inc. 0.00% of their portfolio | 192.2k $3.5m | First filing |
| Massar Capital Management, LP 0.70% of their portfolio | 192.0k $3.5m | Unchanged |
| HRT FINANCIAL LP 0.01% of their portfolio | 185.7k $3.4m | New |
| WINTON GROUP Ltd 0.12% of their portfolio | 184.1k $3.4m | Added +25.6k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 178.6k $3.3m | First filing |
| TORONTO DOMINION BANK 0.01% of their portfolio | 178.5k $3.3m | Added +113.6k |
| GROUP ONE TRADING LLC 0.11% of their portfolio | 177.9k $3.2m | New |
| ARP Global Capital Ltd 1.89% of their portfolio | 175.6k $3.2m | Added +106.8k |
| Jump Financial, LLC 0.04% of their portfolio | 164.7k $3.0m | Reduced -402.0k |
| Cetera Investment Advisers 0.00% of their portfolio | 156.8k $2.9m | Added +24.4k |
| Arosa Capital Management LP 1.84% of their portfolio | 155.0k $2.8m | New |
| Invesco Ltd. 0.00% of their portfolio | 151.5k $2.8m | Reduced -12.5k |
| Hood River Capital Management LLC 0.03% of their portfolio | 148.5k $2.7m | Added +92.5k |
| Private Advisor Group, LLC 0.01% of their portfolio | 144.5k $2.6m | Added +78.7k |