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 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 Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Arosa Capital Management's CCJ Position: Q1 2026 in Review

Arosa Capital Management increased its Cameco (CCJ) stake by 30% in Q1 2026, buying an estimated $1.74M and bringing the position to 65,205 shares worth $7.08M. The position accounts for 1.07% of the portfolio, ranked #15.

Arosa Capital Management first reported a position in CCJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.3M in Q2 2025. 1,016 funds tracked by Wall St. Rank hold CCJ as of Q1 2026.

Arosa Capital Management held 65,205 shares of Cameco worth $7.08M as of Q1 2026.
Arosa Capital Management bought 15,180 Cameco shares in Q1 2026, an estimated $1.74M.
Cameco made up 1.07% of Arosa Capital Management's portfolio in Q1 2026, its #15 holding.
Arosa Capital Management first reported a position in Cameco in Q4 2024 and has held it in 6 quarters since.
Arosa Capital Management's Cameco position peaked at $17.3M in Q2 2025.
1,016 funds tracked by Wall St. Rank held Cameco as of Q1 2026.

Based on Arosa Capital Management's 13F filing for Q1 2026, filed 15 May 2026.