UUUUNYSEMining & Quarrying of Nonmetallic Minerals (No Fuels)Fiscal year ends December 31
ENERGY FUELS INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$8.16−0.31 (-3.66%)
Close on Oct 19, 2026
- Market cap
- $2.03B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
72.4%
181M of 250M shares
Institutional holders
348
61 new, 45 sold out
Net institutional buying
15M
In Q2 2026
Insider trades, 12 months
2 buys · 24 sales
Net sold $7.32M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Van Eck Associates Corporation | 19,495,526 | 7.80% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Capital Management | 17,675,625 | 7.31% | 13G (passive) | Mar 31, 2026 |
| Global X Management CO LLC | 16,687,908 | 6.83% | 13G (passive) amendment | Mar 31, 2026 |
| Van Eck Associates Corp | 15,627,126 | 6.48% | 13G (passive) amendment | Mar 31, 2026 |
| BlackRock, Inc. | 15,327,577 | 7.80% | 13G (passive) amendment | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of UUUU | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 19,495,526 | 7.80% | $282.75M | +3,912,973 | 0.17% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 17,148,614 | 6.86% | $249.00M | +280,556 | 0.30% |
| BlackRock, Inc. | 15,665,570 | 6.27% | $227.15M | +1,267,610 | 0.00% |
| Vanguard Capital Management LLC | 14,884,021 | 5.95% | $216.00M | +415,079 | 0.00% |
| Alps Advisors Inc | 9,710,888 | 3.88% | $140.81M | +1,411,062 | 0.66% |
| Morgan Stanley | 8,830,755 | 3.53% | $128.05M | +2,559,086 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 8,736,940 | 3.50% | $126.69K | +3,126,579 | 0.01% |
| Ameriprise Financial Inc | 8,631,120 | 3.45% | $125.15M | +2,887,443 | 0.03% |
| Vanguard Portfolio Management LLC | 6,414,737 | 2.57% | $93.01M | +666,672 | 0.00% |
| American Century Companies Inc | 4,226,355 | 1.69% | $61.28M | +3,927,725 | 0.03% |
| State Street Corp | 4,142,952 | 1.66% | $60.07M | +312,331 | 0.00% |
| Geode Capital Management, LLC | 3,928,418 | 1.57% | $59.52M | +759,776 | 0.00% |
| Norges Bank | 3,256,725 | 1.30% | $47.25M | New | 0.00% |
| Barclays PLC | 2,957,772 | 1.18% | $42.89M | +978,666 | 0.01% |
| Vanguard Fiduciary Trust Co | 2,597,887 | 1.04% | $37.72M | +239,457 | 0.01% |
| Goldman Sachs Group Inc | 1,964,101 | 0.79% | $28.48M | −583,927 | 0.00% |
| Marex Group plc | 1,665,909 | 0.67% | $24.16M | +429,273 | 0.10% |
| Goehring & Rozencwajg Associates, LLC | 1,590,170 | 0.64% | $23.06M | +105,268 | 1.33% |
| Northern Trust Corp | 1,472,928 | 0.59% | $21.36M | +206,336 | 0.00% |
| Vident Advisory, LLC | 1,429,835 | 0.57% | $20.73M | +34,909 | 0.15% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 348 | 181M | 72.4% | 61 / 141 | 92 / 45 | 36M | 21M |
| Q1 2026 | 338 | 167M | 66.6% | 79 / 128 | 78 / 56 | 56M | 20M |
| Q4 2025 | 320 | 146M | 58.5% | 88 / 110 | 94 / 67 | 33M | 33M |
| Q3 2025 | 306 | 147M | 58.8% | 103 / 99 | 72 / 34 | 44M | 24M |
| Q2 2025 | 242 | 127M | 50.8% | 42 / 115 | 48 / 33 | 22M | 6M |
| Q1 2025 | 235 | 111M | 44.4% | 38 / 88 | 64 / 27 | 19M | 4M |
| Q4 2024 | 228 | 97M | 38.6% | 53 / 90 | 44 / 20 | 14M | 5M |
| Q3 2024 | 200 | 88M | 35.3% | 44 / 81 | 38 / 20 | 20M | 4M |
| Q2 2024 | 178 | 83M | 33.2% | 28 / 75 | 39 / 31 | 21M | 17M |
| Q1 2024 | 184 | 79M | 31.7% | 29 / 60 | 60 / 33 | 10M | 7M |
| Q4 2023 | 188 | 76M | 30.6% | 39 / 64 | 55 / 18 | 10M | 4M |
| Q3 2023 | 169 | 70M | 28.1% | 29 / 73 | 30 / 14 | 9M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of UUUU | Value | % of fund | As of |
|---|---|---|---|---|---|
| Global X Uranium ETF | 14,385,240 | 5.75% | $117.39M | 3.03% | Jul 31, 2026 |
| VanEck Uranium and Nuclear ETF | 13,582,815 | 5.43% | $196.95M | 4.67% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 7,524,871 | 3.01% | $109.11M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 6,543,658 | 2.62% | $94.88M | 0.11% | Jun 30, 2026 |
| Sprott Uranium Miners ETF | 6,390,332 | 2.56% | $92.66M | 4.88% | Jun 30, 2026 |
| Vanguard Total International Stock Index Fund | 3,590,346 | 1.44% | $57.66M | 0.01% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 2,752,504 | 1.10% | $31.49M | 0.09% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 2,717,505 | 1.09% | $39.40M | 0.02% | Jun 30, 2026 |
| Columbia Overseas Value Fund | 2,610,160 | 1.04% | $47.56M | 0.70% | May 31, 2026 |
| Sprott Junior Uranium Miners ETF | 2,540,950 | 1.02% | $36.84M | 11.27% | Jun 30, 2026 |
| Vanguard Developed Markets Index Fund | 2,397,153 | 0.96% | $49.38M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 2,316,922 | 0.93% | $33.60M | 0.22% | Jun 30, 2026 |
| Columbia Variable Portfolio - Overseas Core Fund | 2,187,774 | 0.88% | $31.72M | 0.84% | Jun 30, 2026 |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | 1,971,900 | 0.79% | $28.59M | 0.29% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,575,280 | 0.63% | $22.84M | 0.05% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Ross R. Bhappu | President and CEO, Director | 242,208 | 0.10% | Aug 7, 2026 |
| Werner Duvenhage | EVP Heavy Mineral Sands | 10,796 | 0.00% | Aug 12, 2026 |
| Akkooi Michiel Van | EVP, Metals, Alloys & Magnets | 26,910 | 0.01% | Aug 7, 2026 |
| Oscar Armando German | EVP & CHRO | 16,184 | 0.01% | Aug 7, 2026 |
| Nathan Longenecker | CLO & EVP, Global Gov Relation | 83,955 | 0.03% | Aug 7, 2026 |
| Daniel Kapostasy | SVP & Chief Technical Officer | 34,107 | 0.01% | Aug 7, 2026 |
| Scott Edward Sullivan | SVP Integrity and Compliance | 8,176 | 0.00% | Jul 7, 2026 |
| Curtis Moore | SVP, Marketing & Corp. Develop | 120,703 | 0.05% | May 5, 2026 |
| Mark Chalmers | CEO | 909,321 | 0.36% | Apr 16, 2026 |
| Misael Cabrera | SVP Regulatory, Environmental | 10,443 | 0.00% | Feb 5, 2026 |
| Logan Shumway | VP, Processing Operations | 122,497 | 0.05% | Jan 30, 2026 |
| Debra Bennethum | VP Critical Minerals/Strategic | 25,280 | 0.01% | Jan 30, 2026 |
| Saleem Drera | VP Radioisotopes, Radiological | 25,196 | 0.01% | Jan 30, 2026 |
| Scott Bakken | VP, Regulatory Affairs | 113,679 | 0.05% | Jan 30, 2026 |
| Bernard Bonifas | VP, ISR Operations | 86,421 | 0.03% | Jan 30, 2026 |
| Nathan Reed Bennett | CFO | 53,450 | 0.02% | Jan 29, 2026 |
| David C. Frydenlund | EVP & Chief Legal Officer | 629,484 | 0.25% | Jan 29, 2026 |
| Timothy James Carstens | EVP, Heavy Minerals Sands Ops | 118,349 | 0.05% | Jan 5, 2026 |
| Kevin Martin Balloch | SVP, Project Finance | 51,074 | 0.02% | Jan 5, 2026 |
| Dee Ann Nazarenus | VP Human Resources and | 160,222 | 0.06% | Aug 5, 2025 |
| Bruce D. Hansen | Director | 313,844 | 0.13% | Jul 9, 2026 |
| Jaqueline Herrera | Director | 65,213 | 0.03% | Apr 2, 2026 |
| Dennis Lyle Higgs | Director | 155,113 | 0.06% | Mar 11, 2026 |
| Barbara Appelin Filas | Director | 160,261 | 0.06% | Mar 11, 2026 |
| Alex G. Morrison | Director | 116,232 | 0.05% | Jan 29, 2026 |
| Michael Stirzaker | Director | 38,992 | 0.02% | Jan 29, 2026 |
| J. Birks Bovaird | Director | 183,003 | 0.07% | Jan 29, 2026 |
| Benjamin Eshleman III | Director | 216,243 | 0.09% | Jan 29, 2026 |
| Ivy Estabrooke | Director | 55,160 | 0.02% | Oct 31, 2025 |
| Robert W. Kirkwood | Director | 690,956 | 0.28% | Oct 17, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Ross R. Bhappu President and CEO, Director | Aug 5, 2026 | Tax withholding | −14,375 | $12.44 | $178.83K | 242,208 |
| Werner Duvenhage EVP Heavy Mineral Sands | Aug 4, 2026 | Award | +10,796 | – | – | 10,796 |
| Bruce D. Hansen Director | Jul 8, 2026 | Buy | +4,000 | $12.70 | $50.80K | 313,844 |
| Ross R. Bhappu President and CEO | Jul 7, 2026 | Buy | +74,000 | $13.08 | $967.92K | 256,583 |
| Scott Edward Sullivan SVP Integrity & Compliance | Jun 29, 2026 | Award | +8,176 | – | – | 8,176 |
| Oscar Armando German EVP & CHRO | Jun 24, 2026 | Award | +6,630 | – | – | 16,184 |
| Akkooi Michiel Van EVP, Metals, Alloys & Magnets | Jun 24, 2026 | Award | +1,889 | – | – | 26,910 |
| Daniel Kapostasy SVP & Chief Technical Officer | Jun 24, 2026 | Award | +3,621 | – | – | 34,107 |
| Nathan Longenecker CLO & EVP, Global Gov Relation | Jun 24, 2026 | Award | +981 | – | – | 83,955 |
| Daniel Kapostasy VP, Technical Services | Apr 10, 2026 | Sale | −15,000 | $18.71 | $280.65K | 30,486 |
| Daniel Kapostasy VP Technical Services | Mar 18, 2026 | Sale | −25,000 | $18.84 | $471.00K | 38,286 |
| Daniel Kapostasy VP, Technical Services | Mar 13, 2026 | Option exercise | +7,200 | $19.82 | $142.70K | 70,486 |
| Dennis Lyle Higgs Director | Mar 10, 2026 | Sale | −2,000 | $20.27 | $40.54K | 155,113 |
| Dennis Lyle Higgs Director | Mar 10, 2026 | Sale | −2,000 | $20.64 | $41.28K | 153,113 |
| Dennis Lyle Higgs Director | Mar 10, 2026 | Sale | −2,000 | $21.01 | $42.02K | 151,113 |
| Barbara Appelin Filas Director | Mar 9, 2026 | Sale | −5,000 | $19.51 | $97.55K | 160,261 |
| Dennis Lyle Higgs Director | Mar 9, 2026 | Sale | −2,000 | $19.92 | $39.84K | 157,113 |
| Dennis Lyle Higgs Director | Mar 9, 2026 | Sale | −2,000 | $19.89 | $39.78K | 159,113 |
| Dennis Lyle Higgs Director | Mar 9, 2026 | Sale | −2,000 | $19.52 | $39.04K | 161,113 |
| Dennis Lyle Higgs Director | Mar 9, 2026 | Sale | −2,000 | $19.15 | $38.30K | 163,113 |
| Curtis Moore SVP, Marketing & Corp. Develop | Mar 2, 2026 | Option exercise | +8,288 | $21.32 | $176.70K | 120,703 |
| Curtis Moore SVP, Marketing & Corp. Develop | Mar 2, 2026 | Option exercise | +15,478 | $21.32 | $329.99K | 127,893 |
| Curtis Moore SVP, Marketing & Corp. Develop | Mar 2, 2026 | Returned to company | −15,478 | $21.32 | $329.99K | 112,415 |
| Curtis Moore SVP, Marketing & Corp. Develop | Mar 2, 2026 | Returned to company | −8,288 | $21.32 | $176.70K | 112,415 |
| Curtis Moore Senior VP, Marketing & | Mar 2, 2026 | Sale | −10,000 | $23.12 | $231.20K | 112,415 |
| Jaqueline Herrera Director | Jan 27, 2026 | Award | +5,039 | – | – | 65,213 |
| Misael Cabrera SVP Regulatory, Environmental | Jan 27, 2026 | Award | +10,443 | – | – | 10,443 |
| Debra Bennethum VP Critical Minerals/Strategic | Jan 27, 2026 | Award | +4,736 | – | – | 21,085 |
| Debra Bennethum VP Critical Minerals/Strategic | Jan 27, 2026 | Tax withholding | −2,278 | $24.16 | $55.04K | 18,807 |
| Saleem Drera VP Radioisotopes, Radiological | Jan 27, 2026 | Tax withholding | −5,287 | $24.16 | $127.73K | 25,196 |
| Saleem Drera VP Radioisotopes, Radiological | Jan 27, 2026 | Award | +4,389 | – | – | 30,483 |
| Scott Bakken VP, Regulatory Affairs | Jan 27, 2026 | Tax withholding | −5,646 | $24.16 | $136.41K | 113,679 |
| Scott Bakken VP, Regulatory Affairs | Jan 27, 2026 | Award | +5,260 | – | – | 119,325 |
| Bernard Bonifas VP, ISR Operations | Jan 27, 2026 | Tax withholding | −6,501 | $24.16 | $157.06K | 86,421 |
| Bernard Bonifas VP, ISR Operations | Jan 27, 2026 | Award | +4,871 | – | – | 92,922 |
| Logan Shumway VP, Processing Operations | Jan 27, 2026 | Tax withholding | −5,589 | $24.16 | $135.03K | 122,497 |
| Logan Shumway VP, Processing Operations | Jan 27, 2026 | Award | +4,971 | – | – | 128,086 |
| Barbara Appelin Filas Director | Jan 27, 2026 | Award | +5,039 | – | – | 165,261 |
| Jaqueline Herrera Director | Jan 27, 2026 | Award | +4,724 | – | – | 61,998 |
| Akkooi Michiel Van SVP, Global External Affairs | Jan 27, 2026 | Award | +13,422 | – | – | 25,482 |
| Akkooi Michiel Van SVP, Global External Affairs | Jan 27, 2026 | Tax withholding | −461 | $24.16 | $11.14K | 25,021 |
| David C. Frydenlund EVP & Chief Legal Officer | Jan 27, 2026 | Tax withholding | −35,490 | $24.16 | $857.44K | 629,484 |
| David C. Frydenlund EVP & Chief Legal Officer | Jan 27, 2026 | Award | +22,903 | – | – | 642,071 |
| Nathan Reed Bennett CFO | Jan 27, 2026 | Tax withholding | −5,657 | $24.16 | $136.67K | 53,450 |
| Nathan Reed Bennett CFO | Jan 27, 2026 | Award | +10,922 | – | – | 59,107 |
| Mark Chalmers CEO, Director | Jan 27, 2026 | Tax withholding | −59,407 | $24.16 | $1.44M | 909,321 |
| Mark Chalmers CEO, Director | Jan 27, 2026 | Award | +38,289 | – | – | 968,728 |
| Alex G. Morrison Director | Jan 27, 2026 | Award | +5,354 | – | – | 116,232 |
| Benjamin Eshleman III Director | Jan 27, 2026 | Award | +5,039 | – | – | 212,243 |
| Dennis Lyle Higgs Director | Jan 27, 2026 | Tax withholding | −7,575 | $24.16 | $183.01K | 165,113 |
| Dennis Lyle Higgs Director | Jan 27, 2026 | Award | +4,724 | – | – | 172,688 |
| Ross R. Bhappu President | Jan 27, 2026 | – | +32,583 | – | – | 182,583 |
| J. Birks Bovaird Director | Jan 27, 2026 | Tax withholding | −17,023 | $24.16 | $411.28K | 183,003 |
| J. Birks Bovaird Director | Jan 27, 2026 | Award | +4,409 | – | – | 200,026 |
| Michael Stirzaker Director | Jan 27, 2026 | Award | +4,409 | – | – | 27,942 |
| Daniel Kapostasy VP, Technical Services | Jan 27, 2026 | Award | +5,554 | – | – | 70,519 |
| Daniel Kapostasy VP, Technical Services | Jan 27, 2026 | Tax withholding | −7,233 | $24.16 | $174.75K | 63,286 |
| Curtis Moore SVP Marketing/Corp Development | Jan 27, 2026 | Tax withholding | −16,919 | $24.16 | $408.76K | 122,415 |
| Curtis Moore SVP Marketing/Corp Development | Jan 27, 2026 | Award | +11,860 | – | – | 139,334 |
| Nathan Longenecker SVP and General Counsel | Jan 27, 2026 | Tax withholding | −17,104 | $24.16 | $413.23K | 82,974 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Mark Chalmers AFFILIATE | Jul 9, 2026 | 100,000 | $1.33M | Jul 9, 2026 | RSU VEST |
| Mark Chalmers AFFILIATE | Jul 2, 2026 | 100,000 | $1.37M | Jul 2, 2026 | RSU VEST |
| Mark Chalmers AFFILIATE | Jun 29, 2026 | 200,000 | $2.90M | Jun 29, 2026 | RSU VEST |
| Logan Shumway Officer | Mar 5, 2026 | 29,500 | $643.40K | Mar 5, 2026 | Open Market Purchase |
| Daniel Kapostasy Officer | Mar 5, 2026 | 40,000 | $838.00K | Mar 5, 2026 | Stock Grants RSU Vestings |
| Curtis Moore Officer | Mar 2, 2026 | 10,000 | $231.18K | Mar 2, 2026 | STOCK GRANT |
| Alex G. Morrison Director | Dec 15, 2025 | 38,869 | $554.27K | Dec 15, 2025 | Restricted Stock Award |
| J. Carstens Timothy Officer | Dec 9, 2025 | 60,000 | $929.40K | Dec 9, 2025 | Grant/RSUVest |
| Ivy Estabrooke Affiliate | Dec 2, 2025 | 28,883 | $434.04K | Dec 2, 2025 | Restricted Stock Grant |
| Ivy Estabrooke Former Director | Nov 20, 2025 | 24,537 | $381.30K | Nov 20, 2025 | Stock Award |
| J. Carstens Timothy Officer | Nov 20, 2025 | 160,000 | $2.41M | Nov 20, 2025 | Grant/RSUVest |
| Mark Chalmers Officer, Director, PRESIDENT & CEO | Nov 19, 2025 | 150,000 | $2.34M | Nov 19, 2025 | GRANT / RSU VEST |
| Ivy Estabrooke Affiliate | Nov 19, 2025 | 1,740 | $27.07K | Nov 19, 2025 | Open Market |
| Curtis Moore Officer | Nov 17, 2025 | 25,000 | $389.50K | Nov 17, 2025 | STOCK GRANT |
| Alex G. Morrison Director | Nov 17, 2025 | 38,739 | $591.54K | Nov 17, 2025 | Restricted Stock Award |