Railway Pension Investments Ltd sold its entire $122.75 million stake in Cameco Corporation during the third quarter, exiting the position of 1,653,600 shares. The company’s top holdings now include MSFT, GOOGL, V, ABBV, and AMZN, with CCJ no longer represented in its assets under management. Cameco Corporation’s stock price was $104.99 as of October 21, 2025, with a YTD performance of 104.3%.

Railway Pension Investments’ liquidation of its Cameco Corporation stake reflects a strategic shift in its portfolio, now focusing on top holdings like Microsoft, Google, and Visa. Cameco’s strong performance in 2025, with shares up over 100%, highlights the growing demand for nuclear energy. The company’s vertically integrated model positions it well to capitalize on the energy transition.

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Read more at Nasdaq: Railway Pension Liquidates All 1.65M CCJ Shares Worth $122.8 Million