Uranium Royalty 13D Filing Shows Uranium Energy Corp. Reports 7.7% Stake In Co As Of July 27, 2026

QUICK SPARK: Nuclear Stocks Are Up 16% In August, 3 Names Rallied By Over 30%

The VanEck Uranium and Nuclear ETF is up 16% in August, its best month since January, with Energy Fuels, Uranium Energy and Denison Mines up over 30%.

Shares of uranium and nuclear-related companies are trading higher, possibly in response to Ontario Premier Ford's recent statement that Canada should cut the U.S. off from high-grade nickel and refined uranium produced in Ontario. The commodity has reached a seven-month high.

Shares of uranium and nuclear-related companies are trading higher. The world's largest uranium producer KazAtomProm said in its H1 financial results that the era of cheap uranium is fading away in addition to disclosing new supply deals with Russia and China. Also, Centrus' CEO said in an interview that he expects the U.S. military to be a key buyer of its enriched uranium, which may help bolster demand for fuel and engineering services.

Insider Sheds Over 55,000 Shares of North American Uranium Stock

Scott Melbye, Executive Vice President of Uranium Energy Corp. (UEC), sold 55,656 shares worth $534,298 on July 31, 2026, to cover tax liabilities from vesting restricted stock units. This non-discretionary sale reduced his direct holdings by 4%, though he retains 1.2 million shares valued at $11.9 million. The article notes UEC's exceptional 5-year performance (406% return vs. S&P 500's 87%) but warns of extremely high valuations (802x P/E ratio), making it suitable only for growth-oriented investors betting on nuclear power's expansion.

8-K filing — Uranium Royalty Corp. (UROY)

Filed: 2026-08-07 AccNo: 0001493152-26-036666 Size: 237 KB Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits

Shares of energy companies are trading higher amid a rise in oil prices after President Trump said that the U.S. will hit Iran "hard" in response to a surprise ballistic missile strike targeting American forces in Jordan.