Energy Fuels Inc.
CA ˙ TSX ˙ CA2926717083
25,08 CA$ ↓ -1,91 (-7,08%)
2026-06-03
AKTIENPREIS
SecurityCA:EFR / Energy Fuels Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership6,271,669 shares
Latest Disclosed Value $ 114,457,974
Morgan Stanley reports 58.67% increase in ownership of EFR / Energy Fuels Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 6,271,669 shares of Energy Fuels Inc. (CA:EFR) valued at $159,990,276 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 3,952,694 shares of Energy Fuels Inc.. This represents a change in shares of 58.67% during the quarter. The current value of the position is $157,293,459 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ENERGY FUELS COM NEW 292671708 6,271,669 2,318,975 58.67 114,458 99.15 0.0069
2026-05-27 2025-12-31 13F/A-1 ENERGY FUELS COM NEW 292671708 3,952,694 2,058,920 108.72 57,472 97.71 0.0034
2026-02-13 2025-12-31 13F ENERGY FUELS COM NEW 292671708 3,952,694 2,058,920 57,472 0.0034
2026-05-27 2025-09-30 13F/A-1 ENERGY FUELS COM NEW 292671708 1,893,774 75,015 4.12 29,069 177.99 0.0018
2025-11-14 2025-09-30 13F ENERGY FUELS COM NEW 292671708 1,893,774 75,015 29,069 0.0018
2025-08-15 2025-06-30 13F ENERGY FUELS COM NEW 292671708 1,818,759 215,202 13.42 10,458 74.84 0.0007
2025-05-15 2025-03-31 13F ENERGY FUELS COM NEW 292671708 1,603,557 -237,717 -12.91 5,981 -36.68 0.0004
2025-05-15 2024-12-31 13F/A-1 ENERGY FUELS COM NEW 292671708 1,841,274 -7,828 -0.42 9,446 -6.95 0.0007
2025-02-14 2024-12-31 13F ENERGY FUELS COM NEW 292671708 1,841,274 -7,828 9,446 0.0007
2025-05-14 2024-09-30 13F/A-2 ENERGY FUELS COM NEW 292671708 1,849,102 27,806 1.53 10,152 -8.03 0.0007
2025-02-14 2024-09-30 13F/A-1 ENERGY FUELS COM NEW 292671708 1,849,102 27,806 10,152 0.0007
2024-11-14 2024-09-30 13F ENERGY FUELS COM NEW 292671708 1,849,102 27,806 10,152 0.0001
2025-05-14 2024-06-30 13F/A-2 ENERGY FUELS COM NEW 292671708 1,821,296 370,547 25.54 11,037 20.95 0.0009
2024-10-17 2024-06-30 13F/A-1 ENERGY FUELS COM NEW 292671708 1,821,296 370,547 11,037 0.0009
2024-08-14 2024-06-30 13F ENERGY FUELS COM NEW 292671708 1,821,296 370,547 11,037 0.0009
2024-10-17 2024-03-31 13F/A-2 ENERGY FUELS COM NEW 292671708 1,450,749 433,257 42.58 9,125 24.74 0.0007
2024-08-16 2024-03-31 13F/A-1 ENERGY FUELS COM NEW 292671708 1,450,749 433,257 9,125 0.0007
2024-05-15 2024-03-31 13F ENERGY FUELS COM NEW 292671708 1,450,749 433,257 9,125 0.0007
2024-08-16 2023-12-31 13F/A-1 ENERGY FUELS COM NEW 292671708 1,017,492 82,155 8.78 7,316 -4.85 0.0006
2024-02-13 2023-12-31 13F ENERGY FUELS COM NEW 292671708 1,017,492 82,155 7,316 0.0006
2023-11-15 2023-09-30 13F ENERGY FUELS COM NEW 292671708 935,337 103,191 12.40 7,688 48.07 0.0008
2023-08-14 2023-06-30 13F ENERGY FUELS COM NEW 292671708 832,146 -244,036 -22.68 5,193 -13.54 0.0005
2023-05-15 2023-03-31 13F ENERGY FUELS COM NEW 292671708 1,076,182 401,031 59.40 6,005 43.25 0.0006
2023-02-14 2022-12-31 13F ENERGY FUELS COM NEW 292671708 675,151 -177,085 -20.78 4,193 -19.63 0.0005
2022-11-14 2022-09-30 13F ENERGY FUELS COM NEW 292671708 852,236 -11,808 -1.37 5,216 22.99 0.0007
2022-10-27 2022-06-30 13F/A-1 ENERGY FUELS COM NEW 292671708 864,044 -235,992 -21.45 4,241 -57.86 0.0006
2022-08-15 2022-06-30 13F ENERGY FUELS COM NEW 292671708 864,044 -235,992 4,241 0.0001
2022-10-27 2022-03-31 13F/A-1 ENERGY FUELS COM NEW 292671708 1,100,036 643,324 140.86 10,065 188.73 0.0014
2022-05-13 2022-03-31 13F ENERGY FUELS COM NEW 292671708 1,100,036 643,324 10,065 0.0014
2022-02-14 2021-12-31 13F ENERGY FUELS COM NEW 292671708 456,712 203,184 80.14 3,486 96.06 0.0004
2021-11-15 2021-09-30 13F ENERGY FUELS COM NEW 292671708 253,528 -25,154 -9.03 1,778 5.46 0.0002
2021-08-23 2021-06-30 13F/A-1 ENERGY FUELS COM NEW 292671708 278,682 12,266 4.60 1,686 11.43 0.0002
2021-08-16 2021-06-30 13F ENERGY FUELS COM NEW 292671708 323,858 57,442 1,960 0.0001
2021-05-17 2021-03-31 13F ENERGY FUELS COM NEW 292671708 266,416 15,328 6.10 1,513 41.40 0.0002
2021-02-16 2020-12-31 13F ENERGY FUELS COM NEW 292671708 251,088 -1,424,916 -85.02 1,070 -62.00 0.0002
2020-11-13 2020-09-30 13F ENERGY FUELS COM NEW 292671708 1,676,004 691,008 70.15 2,816 89.37 0.0005
2020-08-14 2020-06-30 13F ENERGY FUELS COM NEW 292671708 984,996 977,423 12,906.68 1,487 16,422.22 0.0003
2020-05-26 2020-03-31 13F/A-1 ENERGY FUELS COM NEW 292671708 7,573 -982,107 -99.23 9 -99.52 0.0000
2020-05-15 2020-03-31 13F ENERGY FUELS COM NEW 292671708 954,473 -35,207 1,126 86.5003
2020-02-14 2019-12-31 13F ENERGY FUELS COM NEW 292671708 989,680 80,040 8.80 1,890 7.69 0.0004
2019-11-14 2019-09-30 13F ENERGY FUELS COM NEW 292671708 909,640 462,406 103.39 1,755 25.36 0.0005
2019-08-14 2019-06-30 13F ENERGY FUELS COM NEW 292671708 447,234 144,809 47.88 1,400 39.03 0.0004
2019-05-15 2019-03-31 13F ENERGY FUELS COM NEW 292671708 302,425 -355,577 -54.04 1,007 -46.29 0.0003
2019-02-14 2018-12-31 13F ENERGY FUELS COM NEW 292671708 658,002 40,943 6.64 1,875 -7.36 0.0006
2019-04-23 2018-09-30 13F/A-2 ENERGY FUELS COM NEW 292671708 617,059 293,900 90.95 2,024 176.13 0.0005
2018-11-20 2018-09-30 13F/A-1 ENERGY FUELS COM NEW 292671708 617,059 0 2,024 0.0005
2018-11-14 2018-09-30 13F ENERGY FUELS COM NEW 292671708 617,059 293,900 2,024
2019-04-23 2018-06-30 13F/A-1 ENERGY FUELS COM NEW 292671708 323,159 189,936 142.57 733 217.32 0.0002
2018-08-14 2018-06-30 13F ENERGY FUELS COM NEW 292671708 323,159 189,936 733
2019-04-23 2018-03-31 13F/A-1 ENERGY FUELS COM NEW 292671708 133,223 -38,585 -22.46 231 -25.00 0.0001
2018-05-14 2018-03-31 13F ENERGY FUELS COM NEW 292671708 133,223 -38,585 231
2019-04-23 2017-12-31 13F/A-1 ENERGY FUELS COM NEW 292671708 171,808 -86,792 -33.56 308 -25.60 0.0001
2018-02-14 2017-12-31 13F ENERGY FUELS COM NEW 292671708 171,808 -86,792 308
2017-11-14 2017-09-30 13F ENERGY FUELS COM NEW 292671708 258,600 246,747 2,081.73 414 2,078.95 0.0001
2017-08-11 2017-06-30 13F ENERGY FUELS COM NEW 292671708 11,853 -129,028 -91.59 19 -93.79 0.0000
2017-05-22 2017-03-31 13F/A-1 ENERGY FUELS COM NEW 292671708 140,881 140,881 1,088.57 306 1,510.53 0.0001
2017-05-12 2017-03-31 13F ENERGY FUELS COM NEW 292671708 140,881 306
2016-11-10 2016-09-30 13F ENERGY FUELS COM NEW 292671708 0 -11,042 -100.00 0 -100.00
2016-08-12 2016-06-30 13F ENERGY FUELS COM NEW 292671708 11,042 8,442 324.69 25 400.00 0.0000
2016-05-12 2016-03-31 13F ENERGY FUELS COM NEW 292671708 2,600 -25,678 -90.81 5 -94.05 0.0000
2016-02-09 2015-12-31 13F ENERGY FUELS COM NEW 292671708 28,278 18,686 194.81 84 211.11 0.0000
2016-02-08 2015-09-30 13F/A-1 ENERGY FUELS COM NEW 292671708 9,592 30 0.31 27 -35.71 0.0000
2015-11-09 2015-09-30 13F ENERGY FUELS COM NEW 292671708 9,592 27
2015-08-12 2015-06-30 13F ENERGY FUELS COM NEW 292671708 9,562 7,752 428.29 42 425.00 0.0000
2015-05-14 2015-03-31 13F ENERGY FUELS COM NEW 292671708 1,810 0 0.00 8 -27.27 0.0000
2015-02-13 2014-12-31 13F ENERGY FUELS COM NEW 292671708 1,810 -1,340 -42.54 11 -47.62 0.0000
2014-12-16 2014-09-30 13F/A-1 ENERGY FUELS COM NEW 292671708 3,150 -5,808 -64.84 21 -74.07 0.0000
2014-11-14 2014-09-30 13F ENERGY FUELS COM NEW 292671708 3,150 21
2014-05-13 2014-03-31 13F ENERGY FUELS COM NEW 292671708 8,958 6,916 338.69 81 575.00 0.0000
2014-02-13 2013-12-31 13F ENERGY FUELS COM NEW 292671708 2,042 2,042 12 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.