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Allen Investment Management’s Cameco CCJ Stock Holding History

Allen Investment Management’s Portfolio CCJ Stock Details CCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.64M Buy
35,722
+1,821
+5% +$204K 0.04% 114
2026
Q1 		$3.69M Buy
33,901
+1,188
+4% +$136K 0.05% 108
2025
Q4 		$3M Buy
32,713
+13,273
+68% +$1.2M 0.03% 113
2025
Q3 		$1.63M Buy
+19,440
New +$1.51M 0.02% 121

Other funds holding CCJ

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.85B AUM 35.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Allen Investment Management's CCJ Position: Q2 2026 in Review

Allen Investment Management increased its Cameco (CCJ) stake by 5.4% in Q2 2026, buying an estimated $204K and bringing the position to 35,722 shares worth $3.64M. The position accounts for 0.04% of the portfolio, ranked #114.

Allen Investment Management first reported a position in CCJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.69M in Q1 2026. 661 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.

  • Allen Investment Management held 35,722 shares of Cameco worth $3.64M as of Q2 2026.
  • Allen Investment Management bought 1,821 Cameco shares in Q2 2026, an estimated $204K.
  • Cameco made up 0.04% of Allen Investment Management's portfolio in Q2 2026, its #114 holding.
  • Allen Investment Management first reported a position in Cameco in Q3 2025 and has held it in 4 quarters since.
  • Allen Investment Management's Cameco position peaked at $3.69M in Q1 2026.
  • 661 funds tracked by Wall St. Rank held Cameco as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.