Uranium Energy Corp. (UEC) Soared After Sweetwater Uranium Complex Update
Voya Investment Management, an investment management company, released its third-quarter 2025 investor letter for its “Voya MI Dynamic Small Cap Fund.” A copy of the letter can be downloaded here. It is an actively managed US Small Cap core equity strategy. Equity markets showed a strong recovery during the quarter, bouncing back from the volatility caused by tariffs in April and finishing significantly higher than mid-year levels. Growth outperformed value in the quarter, with strong results from technology and communication services, while consumer staples lagged. Against this backdrop, the fund underperformed the index in the quarter, on a NAV basis, driven by the negative impact from stock selection. Additionally, you can check the fund’s top 5 holdings to determine its best picks for 2025.
In its third-quarter 2025 investor letter, Voya MI Dynamic Small Cap Fund highlighted stocks such as Uranium Energy Corp. (AMEX:UEC). Uranium Energy Corp. (AMEX:UEC) engages in the exploration and processing of uranium and titanium concentrates properties. The one-month return for Uranium Energy Corp. (AMEX:UEC) was 10.08%, and its shares gained 68.31% over the last 52 weeks. On December 08, 2025, Uranium Energy Corp. (AMEX:UEC) stock closed at $13.65 per share, with a market capitalization of $6.596 billion.
Voya MI Dynamic Small Cap Fund stated the following regarding Uranium Energy Corp. (AMEX:UEC) in its third quarter 2025 investor letter:
"The main individual contributors to performance were Primoris Services Corp., Uranium Energy Corp. (AMEX:UEC), and Cleveland-Cliffs Inc. The overweight position in Uranium Energy Corp. (UEC), which was held to balance risk exposures in the fund, contributed to performance. During the quarter the stock rose after it was announced that its Sweetwater Uranium Complex would be expedited as part of Trump’s executive order to increase mineral production."
Uranium Energy Corp. (AMEX:UEC) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 41 hedge fund portfolios held Uranium Energy Corp. (AMEX:UEC) at the end of the third quarter, which was 32 in the previous quarter. While we acknowledge the potential of Uranium Energy Corp. (AMEX:UEC) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on thebest short-term AI stock.
In another article, we covered Uranium Energy Corp. (AMEX:UEC) and shared the list of stocks Jim Cramer discussed. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.
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