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. Holder counts are more reliable. Implied quarter-end price ≈ $62.53. Options: 20 managers hold calls ($92.7m notional), 18 hold puts ($114.4m).
Trends to Q1 2025
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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 58 | 47 |
| Q3 2023 | 73 | 37 |
| Q4 2023 | 70 | 42 |
| Q1 2024 | 68 | 67 |
| Q2 2024 | 83 | 46 |
| Q3 2024 | 87 | 59 |
| Q4 2024 | 135 | 65 |
| Q1 2025 | 128 | 86 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $10.5m | $12.0m | 1.15 |
| Q3 2024 | $53.5m | $31.9m | 0.60 |
| Q4 2024 | $133.6m | $82.3m | 0.62 |
| Q1 2025 | $92.7m | $114.4m | 1.23 |
Biggest buyers
| FMR LLC | Added | +419.3k |
| VAN ECK ASSOCIATES CORP | Added | +236.4k |
| Granahan Investment Management, LLC | New | +216.0k |
| UBS Group AG | Added | +69.8k |
| WEXFORD CAPITAL LP | New | +63.1k |
| Walleye Trading LLC | Added | +58.7k |
| CITADEL ADVISORS LLC | Added | +57.1k |
| RAYMOND JAMES FINANCIAL INC | Added | +52.5k |
| TWO SIGMA INVESTMENTS, LP | Added | +47.5k |
| STATE STREET CORP | Added | +46.1k |
Biggest sellers
| Yong Rong (HK) Asset Management Ltd | Reduced | -140.4k |
| Point72 Asset Management, L.P. | Sold out | -128.5k |
| GOLDMAN SACHS GROUP INC | Reduced | -115.0k |
| Bank of New York Mellon Corp | Reduced | -100.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -54.1k |
| Boundary Creek Advisors LP | Reduced | -45.0k |
| D. E. Shaw & Co., Inc. | Sold out | -44.4k |
| Anatole Investment Management Ltd | Reduced | -41.8k |
| BlackRock, Inc. | Reduced | -40.0k |
| HEARTLAND ADVISORS INC | Reduced | -28.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $16.2m260.0k shares |
| CITADEL ADVISORS LLC | Reduced | $14.5m233.7k shares |
| Walleye Trading LLC | Added | $12.4m199.5k shares |
| GROUP ONE TRADING LLC | Reduced | $10.0m160.3k shares |
| JANE STREET GROUP, LLC | Reduced | $9.6m154.3k shares |
| D. E. Shaw & Co., Inc. | Added | $5.1m81.8k shares |
| Arosa Capital Management LP | New | $4.7m75.0k shares |
| IMC-Chicago, LLC | Added | $4.7m74.9k shares |
| WOLVERINE TRADING, LLC | Reduced | $4.5m67.2k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $1.9m30.7k shares |
Biggest puts
| Walleye Trading LLC | Added | $32.1m516.4k shares |
| CITADEL ADVISORS LLC | Added | $28.2m453.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $15.8m253.2k shares |
| DLD Asset Management, LP | New | $10.3m165.0k shares |
| JANE STREET GROUP, LLC | Added | $5.9m94.7k shares |
| IMC-Chicago, LLC | Added | $5.3m84.5k shares |
| GROUP ONE TRADING LLC | Added | $5.1m82.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.4m54.1k shares |
| WOLVERINE TRADING, LLC | Reduced | $3.0m45.9k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $1.8m28.3k 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 in Q1 2025
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 |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 1 | $403.8k | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 1 | $646.8k | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 1 | $112.9k | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 1 | $481.2k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-02-12 | CUTLIP LARRY B SVP, FIELD OPERATIONS | Sold | $481.2k4.0k 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, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 1.1m $69.3m | Reduced -40.0k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.13% of their portfolio | 1.0m $63.0m | Added +32.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 945.4k $58.8m | Reduced -22.0k |
| STATE STREET CORP 0.00% of their portfolio | 786.2k $48.9m | Added +46.1k |
| VAN ECK ASSOCIATES CORP 0.05% of their portfolio | 561.0k $34.9m | Added +236.4k |
| FMR LLC 0.00% of their portfolio | 438.5k $27.3m | Added +419.3k |
| CloudAlpha Capital Management Limited/Hong Kong 3.66% of their portfolio | 386.1k $24.0m | Reduced -10.9k |
| Anatole Investment Management Ltd 6.46% of their portfolio | 376.8k $23.4m | Reduced -41.8k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 353.6k $22.0m | Added +32.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 338.5k $21.1m | Added +12.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 332.3k $20.7m | Reduced -100.1k |
| Sara-Bay Financial 9.36% of their portfolio | 320.4k $21.2m | Reduced -3.6k |
| Yong Rong (HK) Asset Management Ltd 3.71% of their portfolio | 255.4k $15.9m | Reduced -140.4k |
| UBS Group AG 0.00% of their portfolio | 238.7k $14.8m | Added +69.8k |
| SOROS FUND MANAGEMENT LLC 0.26% of their portfolio | 233.3k $14.5m | Added +10.8k |
| REAVES W H & CO INC 0.36% of their portfolio | 228.7k $14.2m | Added +283 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 216.2k $13.5m | Reduced -2.0k |
| Granahan Investment Management, LLC 0.67% of their portfolio | 216.0k $13.4m | New |
| Goehring & Rozencwajg Associates, LLC 2.86% of their portfolio | 212.4k $15.8m | Added +4.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 181.0k $11.3m | Reduced -54.1k |
| Boundary Creek Advisors LP 9.51% of their portfolio | 173.8k $10.8m | Reduced -45.0k |
| Driehaus Capital Management LLC 0.09% of their portfolio | 155.1k $9.6m | Reduced -569 |
| MORGAN STANLEY 0.00% of their portfolio | 153.1k $9.5m | Added +31.0k |
| TB Alternative Assets Ltd. 2.09% of their portfolio | 144.9k $9.0m | Added +26.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 135.7k $8.4m | Added +353 |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 127.4k $7.9m | Added +47.5k |
| HEARTLAND ADVISORS INC 0.44% of their portfolio | 122.6k $7.6m | Reduced -28.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 120.1k $7.5m | Reduced -1.3k |
| Walleye Trading LLC 0.19% of their portfolio | 110.3k $6.9m | Added +58.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 106.8k $6.6m | Added +19.4k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 80.8k $5.0m | Added +57.1k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.02% of their portfolio | 76.8k $4.8m | Reduced -26.4k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 69.1k $4.3m | Added +27.0k |
| WEXFORD CAPITAL LP 1.02% of their portfolio | 63.1k $3.9m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 58.1k $3.6m | Added +52.5k |
| Arosa Capital Management LP 2.37% of their portfolio | 57.4k $3.6m | Added +19.9k |
| Squarepoint Ops LLC 0.01% of their portfolio | 56.6k $3.5m | Added +14.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 54.7k $3.4m | Added +2.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 54.3k $3.4m | Added +17.0k |
| EXCHANGE TRADED CONCEPTS, LLC 0.06% of their portfolio | 54.1k $3.4m | Reduced -17.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 51.0k $3.2m | Reduced -115.0k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 49.7k $3.1m | Reduced -20.9k |
| Nuveen, LLC 0.00% of their portfolio | 46.8k $2.9m | First filing |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 45.9k $2.9m | Added +291 |
| Bridgewater Associates, LP 0.01% of their portfolio | 44.3k $2.8m | Added +2.5k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 43.8k $2.7m | Added +21.3k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 42.4k $2.6m | Added +18.6k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 42.1k $2.6m | Added +4.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 40.0k $2.5m | Added +29.2k |
| HRT FINANCIAL LP 0.02% of their portfolio | 39.3k $2.4m | Added +21.7k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 35.5k $2.2m | Added +6.6k |
| LPL Financial LLC 0.00% of their portfolio | 34.1k $2.1m | Reduced -4.1k |
| Daiwa Securities Group Inc. 0.01% of their portfolio | 33.9k $2.1m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 32.5k $2.0m | Added +5.8k |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.47% of their portfolio | 31.5k $2.0m | New |
| Swiss National Bank 0.00% of their portfolio | 30.4k $1.9m | Added +2.8k |
| GeoSphere Capital Management, LLC 2.18% of their portfolio | 30.0k $1.9m | New |
| Gotham Asset Management, LLC 0.02% of their portfolio | 29.6k $1.8m | New |
| Royal Fund Management, LLC 0.21% of their portfolio | 28.4k $1.8m | New |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 24.1k $1.5m | Reduced -574 |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 24.1k $1.5m | Reduced -11.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 22.7k $1.4m | Added +7.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 21.9k $1.4m | Added +441 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 21.5k $1.3m | Added +71 |
| Invesco Ltd. 0.00% of their portfolio | 20.4k $1.3m | Reduced -4.7k |
| SHELTON CAPITAL MANAGEMENT 0.03% of their portfolio | 20.1k $1.2m | Unchanged |
| SIR Capital Management, L.P. 0.11% of their portfolio | 19.8k $1.2m | New |
| BARCLAYS PLC 0.00% of their portfolio | 18.6k $1.2m | Reduced -6.9k |
| AE Wealth Management LLC 0.01% of their portfolio | 18.1k $1.1m | New |
| NorthCoast Asset Management LLC 0.01% of their portfolio | 17.9k $1.1m | Reduced -9.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 17.3k $1.1m | Added +6.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 15.8k $982.4k | Added +2.7k |
| Legal & General Group Plc 0.00% of their portfolio | 15.6k $971.7k | Added +1.8k |
| SIMPLEX TRADING, LLC 0.03% of their portfolio | 15.2k $945.0k | Added +2.7k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio | 13.9k $865.5k | Added +2.4k |
| MOODY NATIONAL BANK TRUST DIVISION 0.09% of their portfolio | 13.4k $834.9k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 13.4k $833.1k | Reduced -4.9k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 13.0k $810.9k | Reduced -24.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 13.0k $806.9k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 13.0k $806.3k | Reduced -1.4k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 12.4k $819.6k | Added +5.9k |
| SeaCrest Wealth Management, LLC 0.08% of their portfolio | 12.1k $750.8k | Added +353 |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 12.0k $744.3k | New |
| CITIGROUP INC 0.00% of their portfolio | 11.8k $731.8k | Reduced -1.2k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.03% of their portfolio | 11.2k $695.6k | New |
| Graham Capital Management, L.P. 0.02% of their portfolio | 11.0k $684.7k | Added +2.1k |
| Ipswich Investment Management Co., Inc. 0.17% of their portfolio | 10.8k $673.7k | Added +80 |
| Legacy Bridge, LLC 0.36% of their portfolio | 10.4k $645.7k | Added +509 |
| LANARK FINANCIAL, INC. 0.05% of their portfolio | 10.3k $639.0k | Added +10.3k |
| Dynamic Technology Lab Private Ltd 0.09% of their portfolio | 10.0k $625.0k | New |
| PORTLAND INVESTMENT COUNSEL INC. 0.15% of their portfolio | 10.0k $497.0k | Added +2.0k |
| CAROLINAS WEALTH CONSULTING LLC 0.13% of their portfolio | 10.0k $622.1k | Added +3.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 9.9k $615.3k | Reduced -69 |
| Virtu Financial LLC 0.03% of their portfolio | 9.6k $596.0k | Reduced -8.4k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 9.5k $591.0k | New |
| INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 9.4k $587.0k | Added +1.9k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 9.4k $583.0k | Reduced -732 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 8.5k $530.0k | Reduced -126 |
| WOLVERINE TRADING, LLC 0.02% of their portfolio | 8.4k $553.4k | Added +2.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 7.8k $487.9k | Added +3.6k |