Nicholson Meyer Capital Management’s Cameco CCJ Stock Holding History

Nicholson Meyer 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	$349K	Sell	3,426 -500	-13%	-$56.1K	0.23%	35
2026 Q1	$426K	Sell	3,926 -2,925	-43%	-$335K	0.33%	31
2025 Q4	$627K	Hold	6,851	–	–	0.47%	27
2025 Q3	$575K	Sell	6,851 -499	-7%	-$38.7K	0.44%	27
2025 Q2	$546K	Sell	7,350 -1,150	-14%	-$61.4K	0.46%	28
2025 Q1	$350K	Buy	+8,500	New	+$400K	0.32%	34

Other funds holding CCJ

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Nicholson Meyer Capital Management's CCJ Position: Q2 2026 in Review

Nicholson Meyer Capital Management reduced its Cameco (CCJ) stake by 13% in Q2 2026, selling an estimated $56.1K and leaving 3,426 shares worth $349K. The position accounts for 0.23% of the portfolio, ranked #35.

Nicholson Meyer Capital Management first reported a position in CCJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $627K in Q4 2025. 252 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.

Nicholson Meyer Capital Management held 3,426 shares of Cameco worth $349K as of Q2 2026.
Nicholson Meyer Capital Management sold 500 Cameco shares in Q2 2026, an estimated $56.1K.
Cameco made up 0.23% of Nicholson Meyer Capital Management's portfolio in Q2 2026, its #35 holding.
Nicholson Meyer Capital Management first reported a position in Cameco in Q1 2025 and has held it in 6 quarters since.
Nicholson Meyer Capital Management's Cameco position peaked at $627K in Q4 2025.
252 funds tracked by Wall St. Rank held Cameco as of Q2 2026.

Based on Nicholson Meyer Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.