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Drummond Knight Asset Management’s Cameco CCJ Stock Holding History

Drummond Knight Asset 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 		$7.56M Sell
74,261
-22,635
-23% -$2.54M 1.39% 14
2026
Q1 		$10.5M Buy
+96,896
New +$11.1M 3.72% 12
2025
Q4 		– Sell
-266,669
Closed -$22.4M – 12
2025
Q3 		$22.4M Sell
266,669
-82,619
-24% -$6.41M 6.84% 9
2025
Q2 		$25.9M Buy
+349,288
New +$18.6M 8.27% 5
2025
Q1 		– Sell
-92,563
Closed -$4.76M – 14
2024
Q4 		$4.76M Buy
+92,563
New +$5.04M 3.46% 12

Other funds holding CCJ

AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
TPM
Triasima Portfolio Management Montreal, Quebec, Canada $740M AUM 69.74% 1-Year Est. Return

Drummond Knight Asset Management's CCJ Position: Q2 2026 in Review

Drummond Knight Asset Management reduced its Cameco (CCJ) stake by 23% in Q2 2026, selling an estimated $2.54M and leaving 74,261 shares worth $7.56M. The position accounts for 1.39% of the portfolio, ranked #14.

Drummond Knight Asset Management first reported a position in CCJ in Q4 2024 and has held it in 5 quarters since. The position peaked at $25.9M in Q2 2025. 182 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.

  • Drummond Knight Asset Management held 74,261 shares of Cameco worth $7.56M as of Q2 2026.
  • Drummond Knight Asset Management sold 22,635 Cameco shares in Q2 2026, an estimated $2.54M.
  • Cameco made up 1.39% of Drummond Knight Asset Management's portfolio in Q2 2026, its #14 holding.
  • Drummond Knight Asset Management first reported a position in Cameco in Q4 2024 and has held it in 5 quarters since.
  • Drummond Knight Asset Management's Cameco position peaked at $25.9M in Q2 2025.
  • 182 funds tracked by Wall St. Rank held Cameco as of Q2 2026.

Based on Drummond Knight Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.