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White Mesa Today
By the People, for the People
Capital Research Global Investors Buys New Position in Energy Fuels Inc
The investment firm acquired over 1.4 million shares of the uranium and rare earth company in Q3 2025
Mar. 13, 2026 at 8:20am
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Capital Research Global Investors, a major institutional investor, disclosed in a regulatory filing that it purchased a new stake of 1,485,310 shares in Energy Fuels Inc. (NYSEAMERICAN:UUUU) during the third quarter of 2025. The position was valued at approximately $22.8 million, representing around 0.64% ownership of the company.
Why it matters
This investment by a prominent fund manager signals confidence in Energy Fuels' prospects as a leading U.S. producer of uranium and rare earth elements. The company operates the only conventional uranium mill currently running in the United States, the White Mesa Mill in Utah.
The details
According to the filing, Capital Research Global Investors built this new position in Energy Fuels during the third quarter of 2025. The 1,485,310 shares acquired represent a 0.64% stake in the company, which is valued at around $22.8 million based on Energy Fuels' share price at the time.
- Capital Research Global Investors disclosed the new position in a regulatory filing in the third quarter of 2025.
The players
Capital Research Global Investors
A major institutional investment firm that manages over $2 trillion in assets globally.
Energy Fuels Inc.
A U.S.-based mineral resources company focused on the production and processing of uranium, rare earth elements, and other strategic minerals. The company operates the White Mesa Mill, the only conventional uranium mill currently running in the United States.
The takeaway
This investment by Capital Research Global Investors, a respected institutional investor, underscores the growing interest and confidence in Energy Fuels as a key player in the U.S. uranium and rare earth elements market. The company's strategic position and operational assets make it an attractive long-term investment opportunity.
