CENTRUS ENERGY CORP LEU
CL A · Common Stock · CUSIP 15643U104 · ISIN US15643U1043
American nuclear fuel supply company
- SectorMaterials
- IndustryMining & Quarrying of Nonmetallic Minerals (No Fuels)
- HeadquartersBethesda, MD
- Founded1992
- Websitecentrusenergy.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($8.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $167.86. Options: 19 managers hold calls ($271.0m notional), 19 hold puts ($249.2m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 83 |
| Q4 2022 | 99 |
| Q1 2023 | 104 |
| Q2 2023 | 90 |
| Q3 2023 | 114 |
| Q4 2023 | 129 |
| Q1 2024 | 123 |
| Q2 2024 | 130 |
| Q3 2024 | 151 |
| Q4 2024 | 208 |
| Q1 2025 | 222 |
| Q2 2025 | 311 |
| Q3 2025 | 408 |
| Q4 2025 | 412 |
| Q1 2026 | 397 |
| Q2 2026 | 376 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 87 | 59 |
| Q4 2024 | 135 | 65 |
| Q1 2025 | 128 | 86 |
| Q2 2025 | 205 | 108 |
| Q3 2025 | 258 | 140 |
| Q4 2025 | 220 | 196 |
| Q1 2026 | 230 | 191 |
| Q2 2026 | 227 | 154 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $857.8m | $738.7m | 0.86 |
| Q4 2025 | $435.6m | $351.3m | 0.81 |
| Q1 2026 | $253.9m | $214.1m | 0.84 |
| Q2 2026 | $271.0m | $249.2m | 0.92 |
Biggest buyers
| VAN ECK ASSOCIATES CORP | Added | +441.9k |
| STATE STREET CORP | Added | +235.6k |
| MORGAN STANLEY | Added | +146.6k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +119.9k |
| TWO SIGMA INVESTMENTS, LP | Added | +100.5k |
| GOLDMAN SACHS GROUP INC | Added | +97.2k |
| FMR LLC | Added | +91.2k |
| BlackRock, Inc. | Added | +59.7k |
| LPL Financial LLC | Added | +57.2k |
| NOMURA ASSET MANAGEMENT CO LTD | New | +57.1k |
Biggest sellers
| D. E. Shaw & Co., Inc. | Reduced | -238.0k |
| JANE STREET GROUP, LLC | Sold out | -103.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -82.1k |
| Granahan Investment Management, LLC | Reduced | -80.8k |
| UBS Group AG | Reduced | -77.4k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -75.5k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -58.7k |
| Driehaus Capital Management LLC | Sold out | -48.0k |
| MYDA Advisors LLC | Sold out | -35.0k |
| TB Alternative Assets Ltd. | Reduced | -32.9k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $56.1m334.2k shares |
| JANE STREET GROUP, LLC | Added | $52.8m314.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $45.1m268.5k shares |
| IMC-Chicago, LLC | Added | $34.0m202.8k shares |
| GROUP ONE TRADING LLC | Added | $23.6m140.7k shares |
| Walleye Trading LLC | Added | $17.0m101.3k shares |
| D. E. Shaw & Co., Inc. | Reduced | $13.3m79.3k shares |
| Squarepoint Ops LLC | Added | $7.7m45.7k shares |
| PEAK6 LLC | Reduced | $6.4m38.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $5.7m33.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $86.9m517.6k shares |
| JANE STREET GROUP, LLC | Added | $69.2m412.3k shares |
| CITADEL ADVISORS LLC | Reduced | $46.4m276.7k shares |
| Squarepoint Ops LLC | Added | $11.4m67.7k shares |
| Walleye Trading LLC | Reduced | $10.0m59.7k shares |
| DLD Asset Management, LP | Added | $8.4m49.8k shares |
| UBS Group AG | Reduced | $4.6m27.7k shares |
| PEAK6 LLC | Reduced | $3.0m18.0k shares |
| D. E. Shaw & Co., Inc. | Reduced | $2.1m12.7k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $1.8m10.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +1.2 pts · filed 2026-10-27 | 12.8% |
| STATE STREET CORP 13G · institution +1.6 pts · filed 2026-09-08 | 10.2% |
| VAN ECK ASSOCIATES CORP 13G · institution +2.3 pts · filed 2026-08-14 | 8.7% |
| Global X Management CO LLC 13G · institution filed 2026-05-15 | 6.4% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.0% |
Fell to 5% or below in the last year: BANK OF NOVA SCOTIA (3.5%, 2026-10-19), D. E. SHAW & CO, L.P. (2.0%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 1 | $481.2k | — |
| Q2 2025 | 0 | — | 2 | $577.2k | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 1 | $62.3k | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-05-11 | TINELLI TODD M SVP, CFO & Treasurer | Sold | $62.3k306 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| VAN ECK ASSOCIATES CORP 0.17% of their portfolio | 1.7m $277.3m | Added +441.9k |
| STATE STREET CORP 0.01% of their portfolio | 1.6m $275.2m | Added +235.6k |
| BlackRock, Inc. 0.00% of their portfolio | 1.5m $259.8m | Added +59.7k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.25% of their portfolio | 1.3m $211.2m | Added +17.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 809.2k $135.8m | Added +6.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 474.8k $79.7m | Added +45.6k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 406.8k $68.3m | Added +25.8k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 366.2k $61.5m | Added +7.9k |
| MORGAN STANLEY 0.00% of their portfolio | 303.5k $51.0m | Added +146.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.06% of their portfolio | 280.5k $47.1m | Added +119.9k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 235.3k $39.5m | Added +100.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 232.7k $39.1m | Added +5.3k |
| REAVES W H & CO INC 0.58% of their portfolio | 226.4k $38.0m | Added +14.5k |
| Goehring & Rozencwajg Associates, LLC 2.09% of their portfolio | 216.8k $36.4m | Added +14.7k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 215.9k $36.2m | Reduced -13.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 204.0k $34.2m | Added +97.2k |
| UBS Group AG 0.01% of their portfolio | 189.4k $31.8m | Reduced -77.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 172.5k $29.0m | Added +11.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 166.8k $28.0m | Added +42.5k |
| FMR LLC 0.00% of their portfolio | 156.9k $26.3m | Added +91.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 156.9k $26.3m | Added +6.3k |
| Sara-Bay Financial 6.65% of their portfolio | 148.7k $25.0m | Reduced -5.2k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 133.3k $22.4m | Added +6.2k |
| LPL Financial LLC 0.00% of their portfolio | 120.8k $20.3m | Added +57.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 118.2k $19.8m | Added +28.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 95.5k $16.0m | Added +6.9k |
| SG Americas Securities, LLC 0.01% of their portfolio | 93.4k $15.7m | Added +50.8k |
| RPG Investment Advisory, LLC 1.50% of their portfolio | 87.1k $14.6m | Added +36.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 85.1k $14.3m | Reduced -82.1k |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 82.4k $13.8m | Added +36.0k |
| TB Alternative Assets Ltd. 2.07% of their portfolio | 76.9k $12.9m | Reduced -32.9k |
| Rockefeller Capital Management L.P. 0.02% of their portfolio | 73.4k $12.3m | Added +8.9k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% of their portfolio | 73.2k $12.3m | Added +14.0k |
| Marex Group Ltd 0.09% of their portfolio | 69.9k $11.7m | Added +42.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 67.6k $11.4m | Added +15.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 66.6k $11.2m | Reduced -58.7k |
| Squarepoint Ops LLC 0.02% of their portfolio | 65.4k $11.0m | Reduced -26.0k |
| Daiwa Securities Group Inc. 0.02% of their portfolio | 63.1k $10.6m | Unchanged |
| EXCHANGE TRADED CONCEPTS, LLC 0.05% of their portfolio | 61.4k $10.3m | Added +1.9k |
| NOMURA ASSET MANAGEMENT CO LTD 0.02% of their portfolio | 57.1k $9.6m | New |
| BARCLAYS PLC 0.00% of their portfolio | 53.8k $9.0m | Added +20.0k |
| Pier Capital, LLC 1.17% of their portfolio | 52.6k $8.8m | Added +28.9k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 52.5k $8.8m | Reduced -26.2k |
| Rheos Capital Works Inc. 0.48% of their portfolio | 50.0k $8.4m | Added +10.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 48.4k $8.1m | Added +26.6k |
| FRED ALGER MANAGEMENT, LLC 0.03% of their portfolio | 47.6k $8.0m | New |
| MARSHALL WACE, LLP 0.01% of their portfolio | 47.0k $7.9m | Added +9.0k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 46.9k $7.9m | Added +9.9k |
| Allianz SE 0.08% of their portfolio | 46.5k $7.8m | Added +15.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 43.5k $7.3m | Added +4.1k |
| Burnham & Co LLC 5.75% of their portfolio | 42.5k $7.1m | First filing |
| Man Group plc 0.01% of their portfolio | 41.9k $7.0m | Reduced -23.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 41.8k $6.8m | Added +13.5k |
| Nuveen, LLC 0.00% of their portfolio | 41.2k $6.9m | Reduced -5.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 38.3k $6.4m | Reduced -466 |
| Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio | 38.1k $6.4m | Reduced -1.1k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 37.4k $6.3m | Reduced -238.0k |
| Swiss National Bank 0.00% of their portfolio | 37.1k $6.2m | Added +2.6k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 36.3k $6.1m | Added +19.7k |
| HRT FINANCIAL LP 0.01% of their portfolio | 35.0k $5.9m | Reduced -25.1k |
| CITIGROUP INC 0.00% of their portfolio | 31.2k $5.2m | Added +2.7k |
| FORA Capital, LLC 0.36% of their portfolio | 30.9k $5.2m | Added +25.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 30.4k $5.1m | Added +14.5k |
| Tidal Investments LLC 0.01% of their portfolio | 29.7k $5.0m | Added +14.7k |
| BLAIR WILLIAM & CO/IL 0.01% of their portfolio | 29.1k $4.9m | Added +9.5k |
| AlphaStar Capital Management, LLC 0.31% of their portfolio | 29.0k $4.9m | Added +1.9k |
| Defiance ETFs, LLC 0.06% of their portfolio | 27.2k $4.5m | Added +19.5k |
| Walleye Capital LLC 0.02% of their portfolio | 24.8k $4.2m | Added +314 |
| WIM INVESTMENT MANAGEMENT Ltd 1.31% of their portfolio | 23.9k $4.0m | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 23.6k $4.0m | Added +2.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 23.2k $4.0m | Added +2.9k |
| Holocene Advisors, LP 0.01% of their portfolio | 22.6k $3.8m | Added +8.6k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 22.5k $3.8m | Added +3.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 21.3k $3.6m | Added +1.7k |
| SIR Capital Management, L.P. 0.40% of their portfolio | 20.8k $3.5m | Added +12.7k |
| Bridgewater Associates, LP 0.01% of their portfolio | 20.7k $3.5m | Added +2.2k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.22% of their portfolio | 20.5k $3.4m | Added +2.5k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 20.4k $3.4m | Added +3.5k |
| Pacer Advisors, Inc. 0.01% of their portfolio | 20.2k $3.4m | Added +10.8k |
| Baird Financial Group, Inc. 0.00% of their portfolio | 20.1k $3.4m | Reduced -4.0k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% of their portfolio | 18.4k $3.1m | Added +10.6k |
| Philadelphia Investment Partners, LLC 1.88% of their portfolio | 18.0k $3.0m | Added +4.0k |
| Legal & General Group Plc 0.00% of their portfolio | 17.8k $3.0m | Reduced -990 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 16.7k $2.8m | Added +2.3k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio | 16.5k $2.8m | New |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 16.1k $2.7m | Added +15.1k |
| BOKF, NA 0.04% of their portfolio | 16.0k $2.7m | Added +5.0k |
| AlTi Global, Inc. 0.05% of their portfolio | 15.0k $2.5m | New |
| PORTLAND INVESTMENT COUNSEL INC. 0.69% of their portfolio | 14.8k $2.5m | Unchanged |
| DNB Asset Management AS 0.01% of their portfolio | 14.5k $2.4m | Added +646 |
| Moody Aldrich Partners LLC 0.43% of their portfolio | 14.4k $2.4m | Reduced -3.6k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 14.2k $2.3m | Added +294 |
| PRINCETON CAPITAL MANAGEMENT LLC 0.54% of their portfolio | 14.2k $2.4m | Added +585 |
| ONCE CAPITAL MANAGEMENT, LLC 0.46% of their portfolio | 14.0k $2.4m | Unchanged |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 13.4k $2.3m | Added +1.8k |
| EFG International AG 0.04% of their portfolio | 13.4k $2.3m | Added +213 |
| Walleye Trading LLC 0.03% of their portfolio | 13.4k $2.2m | New |
| Evercore Wealth Management, LLC 0.03% of their portfolio | 13.2k $2.2m | New |
| Cetera Investment Advisers 0.00% of their portfolio | 13.2k $2.2m | Added +2.7k |
| Hennion & Walsh Asset Management, Inc. 0.06% of their portfolio | 12.8k $2.2m | Added +1.3k |