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Arosa Capital Management’s Cameco CCJ Stock Holding History

Arosa Capital 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 		– Sell
-30,000
Closed -$3.26M – 59
2026
Q1 		$3.26M Sell
30,000
-295,000
-91% -$33.8M 0.49% 32
2025
Q4 		$29.7M Sell
325,000
-500,000
-61% -$45M 3.74% 11
2025
Q3 		$69.2M Buy
825,000
+90,000
+12% +$6.98M 15.19% 1
2025
Q2 		$54.6M Buy
735,000
+85,000
+13% +$4.54M 10.27% 2
2025
Q1 		$26.8M Buy
650,000
+250,000
+63% +$11.8M 9.88% 2
2024
Q4 		$20.6M Buy
+400,000
New +$21.8M 8.25% 2

Other funds holding CCJ

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arosa Capital Management's CCJ Position: Q2 2026 in Review

Arosa Capital Management sold out of Cameco (CCJ) in Q2 2026, closing a stake of 65,205 shares — an estimated $7.08M sold.

Arosa Capital Management first reported a position in CCJ in Q4 2024 and held it in 6 quarters. The position peaked at $17.3M in Q2 2025. 1,038 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.

  • Arosa Capital Management reported no remaining Cameco position as of Q2 2026 after selling out during the quarter.
  • Arosa Capital Management sold 65,205 Cameco shares in Q2 2026, an estimated $7.08M.
  • Arosa Capital Management first reported a position in Cameco in Q4 2024 and held it in 6 quarters.
  • Arosa Capital Management's Cameco position peaked at $17.3M in Q2 2025.
  • 1,038 funds tracked by Wall St. Rank held Cameco as of Q2 2026.

Based on Arosa Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.