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 ($1.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $310.07. Options: 21 managers hold calls ($857.8m notional), 21 hold puts ($738.7m).
Trends to Q3 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 |
| Q2 2025 | 311 |
| Q3 2025 | 408 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2023 | 70 | 42 |
| Q1 2024 | 68 | 67 |
| Q2 2024 | 83 | 46 |
| Q3 2024 | 87 | 59 |
| Q4 2024 | 135 | 65 |
| Q1 2025 | 128 | 86 |
| Q2 2025 | 205 | 108 |
| Q3 2025 | 258 | 140 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $133.6m | $82.3m | 0.62 |
| Q1 2025 | $92.7m | $114.4m | 1.23 |
| Q2 2025 | $390.8m | $425.7m | 1.09 |
| Q3 2025 | $857.8m | $738.7m | 0.86 |
Biggest buyers
| HRT FINANCIAL LP | Added | +199.3k |
| AMERICAN CENTURY COMPANIES INC | Added | +194.9k |
| JANE STREET GROUP, LLC | Added | +164.3k |
| VAN ECK ASSOCIATES CORP | Added | +160.5k |
| Driehaus Capital Management LLC | Added | +143.2k |
| STATE STREET CORP | Added | +125.0k |
| BlackRock, Inc. | Added | +97.8k |
| D. E. Shaw & Co., Inc. | Added | +97.8k |
| VANGUARD GROUP INC | Added | +86.5k |
| Artisan Partners Limited Partnership | New | +83.1k |
Biggest sellers
| TWO SIGMA INVESTMENTS, LP | Reduced | -240.1k |
| CloudAlpha Capital Management Limited/Hong Kong | Reduced | -153.6k |
| UBS Group AG | Reduced | -143.3k |
| TWO SIGMA ADVISERS, LP | Sold out | -129.9k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -122.3k |
| FIRST TRUST ADVISORS LP | Reduced | -89.2k |
| Jump Financial, LLC | Reduced | -79.4k |
| Sara-Bay Financial | Reduced | -63.5k |
| HEARTLAND ADVISORS INC | Reduced | -62.5k |
| GOLDMAN SACHS GROUP INC | Reduced | -53.0k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $148.8m480.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $146.8m473.3k shares |
| JANE STREET GROUP, LLC | Added | $97.6m314.8k shares |
| GROUP ONE TRADING LLC | Added | $68.0m219.3k shares |
| IMC-Chicago, LLC | Added | $66.8m215.3k shares |
| PEAK6 LLC | Reduced | $62.0m199.8k shares |
| D. E. Shaw & Co., Inc. | Added | $49.9m160.8k shares |
| Cubist Systematic Strategies, LLC | Added | $49.6m159.9k shares |
| WOLVERINE TRADING, LLC | New | $45.2m143.2k shares |
| Walleye Trading LLC | Reduced | $44.8m144.5k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $193.9m625.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $139.7m450.6k shares |
| DLD Asset Management, LP | Reduced | $86.1m276.4k shares |
| GROUP ONE TRADING LLC | Added | $54.5m175.9k shares |
| Walleye Trading LLC | Reduced | $45.1m145.6k shares |
| IMC-Chicago, LLC | Reduced | $44.4m143.1k shares |
| JANE STREET GROUP, LLC | Reduced | $31.7m102.1k shares |
| PEAK6 LLC | Reduced | $28.2m90.8k shares |
| WOLVERINE TRADING, LLC | New | $19.9m62.9k shares |
| SIMPLEX TRADING, LLC | Added | $18.9m61.1k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2025 | 0 | — | 2 | $577.2k | — |
| Q3 2025 | 0 | — | 0 | — | — |
None reported in Q3 2025.
Holders, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 1.3m $401.3m | Added +97.8k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.1m $332.4m | Added +86.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.46% of their portfolio | 936.5k $290.4m | Added +58.6k |
| STATE STREET CORP 0.01% of their portfolio | 890.7k $276.2m | Added +125.0k |
| VAN ECK ASSOCIATES CORP 0.22% of their portfolio | 781.0k $242.2m | Added +160.5k |
| D. E. Shaw & Co., Inc. 0.17% of their portfolio | 667.5k $207.0m | Added +97.8k |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 442.3k $137.1m | Added +194.9k |
| FMR LLC 0.01% of their portfolio | 434.9k $134.8m | Reduced -50.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 385.1k $119.4m | Added +38.2k |
| Driehaus Capital Management LLC 0.80% of their portfolio | 359.4k $111.4m | Added +143.2k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 358.8k $111.3m | Added +10.3k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 330.1k $102.3m | Added +16.1k |
| HRT FINANCIAL LP 0.41% of their portfolio | 294.5k $91.3m | Added +199.3k |
| JANE STREET GROUP, LLC 0.08% of their portfolio | 214.5k $66.5m | Added +164.3k |
| REAVES W H & CO INC 1.15% of their portfolio | 208.8k $64.7m | Reduced -146 |
| Sara-Bay Financial 17.54% of their portfolio | 202.3k $62.7m | Reduced -63.5k |
| MORGAN STANLEY 0.00% of their portfolio | 183.8k $57.0m | Added +3.1k |
| Granahan Investment Management, LLC 2.14% of their portfolio | 168.7k $52.3m | Reduced -38.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 164.5k $51.0m | Added +62 |
| Anatole Investment Management Ltd 5.26% of their portfolio | 162.0k $50.2m | Added +2.7k |
| Goehring & Rozencwajg Associates, LLC 6.01% of their portfolio | 161.0k $49.9m | Reduced -24.4k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 151.6k $47.0m | Added +14.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 145.5k $45.1m | Added +17.1k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 144.0k $44.6m | Added +54.9k |
| CloudAlpha Capital Management Limited/Hong Kong 3.61% of their portfolio | 129.4k $40.1m | Reduced -153.6k |
| UBS Group AG 0.01% of their portfolio | 122.7k $38.1m | Reduced -143.3k |
| TWO SIGMA INVESTMENTS, LP 0.06% of their portfolio | 118.4k $36.7m | Reduced -240.1k |
| TB Alternative Assets Ltd. 4.36% of their portfolio | 93.9k $29.1m | Added +52.2k |
| Artisan Partners Limited Partnership 0.04% of their portfolio | 83.1k $25.8m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 78.7k $24.4m | Added +25.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 69.5k $21.6m | Added +61.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 68.8k $21.3m | Added +64.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 67.7k $21.0m | Added +13.3k |
| LPL Financial LLC 0.01% of their portfolio | 64.8k $20.1m | Reduced -1.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 64.2k $19.9m | Reduced -53.0k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 63.5k $19.7m | Added +3.2k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 55.3k $17.2m | Added +13.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 54.2k $16.8m | Reduced -7.3k |
| LORD, ABBETT & CO. LLC 0.05% of their portfolio | 53.9k $16.7m | New |
| Invesco Ltd. 0.00% of their portfolio | 47.5k $14.7m | Added +4.8k |
| EXCHANGE TRADED CONCEPTS, LLC 0.14% of their portfolio | 46.3k $14.4m | Reduced -26.8k |
| WCM INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 45.4k $14.3m | New |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 45.2k $14.0m | Reduced -89.2k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 44.5k $13.8m | Added +2.8k |
| Nuveen, LLC 0.00% of their portfolio | 44.4k $13.8m | Added +9.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 41.5k $12.9m | Added +13.1k |
| MARSICO CAPITAL MANAGEMENT LLC 0.32% of their portfolio | 40.3k $12.5m | New |
| NOMURA HOLDINGS INC 0.06% of their portfolio | 39.8k $12.3m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 38.5k $12.0m | Reduced -32.6k |
| CITIGROUP INC 0.01% of their portfolio | 37.3k $11.6m | Added +19.6k |
| Aquatic Capital Management LLC 0.21% of their portfolio | 36.8k $11.4m | First filing |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 34.5k $10.7m | Reduced -9.6k |
| Gotham Asset Management, LLC 0.05% of their portfolio | 33.8k $10.5m | Reduced -8.3k |
| Baird Financial Group, Inc. 0.02% of their portfolio | 31.9k $9.9m | Reduced -25 |
| Swiss National Bank 0.01% of their portfolio | 31.6k $9.8m | Added +1.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 30.8k $9.6m | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 30.7k $9.5m | Added +21.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 30.6k $9.5m | Reduced -41.9k |
| Nicholas Investment Partners, LP 0.72% of their portfolio | 30.3k $9.4m | Reduced -3.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 28.4k $8.8m | Reduced -31.5k |
| HEARTLAND ADVISORS INC 0.45% of their portfolio | 27.5k $8.5m | Reduced -62.5k |
| AE Wealth Management LLC 0.05% of their portfolio | 27.2k $8.4m | Added +5.3k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% of their portfolio | 26.3k $8.2m | Added +26.1k |
| Jump Financial, LLC 0.10% of their portfolio | 25.1k $7.8m | Reduced -79.4k |
| Daiwa Securities Group Inc. 0.03% of their portfolio | 25.0k $7.8m | Reduced -9.3k |
| BARCLAYS PLC 0.00% of their portfolio | 24.2k $7.5m | Reduced -6.5k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 23.3k $7.2m | Added +865 |
| NEXT CENTURY GROWTH INVESTORS LLC 0.48% of their portfolio | 21.4k $6.6m | New |
| SIR Capital Management, L.P. 0.59% of their portfolio | 21.2k $6.6m | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 21.0k $6.5m | Added +12.9k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 20.7k $6.4m | Reduced -4.8k |
| Legal & General Group Plc 0.00% of their portfolio | 20.3k $6.3m | Added +636 |
| ROYCE & ASSOCIATES LP 0.06% of their portfolio | 20.0k $6.2m | Added +14.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 19.9k $6.2m | Added +3.9k |
| MOORE CAPITAL MANAGEMENT, LP 0.12% of their portfolio | 19.9k $6.2m | New |
| Walleye Capital LLC 0.05% of their portfolio | 19.3k $6.0m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 18.6k $5.8m | Added +200 |
| BLAIR WILLIAM & CO/IL 0.02% of their portfolio | 18.6k $5.8m | Added +10.2k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 18.4k $5.7m | New |
| WOLVERINE TRADING, LLC 0.11% of their portfolio | 18.1k $5.7m | New |
| CREDIT AGRICOLE S A 0.02% of their portfolio | 17.3k $5.4m | First filing |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 17.1k $5.4m | New |
| MYDA Advisors LLC 1.58% of their portfolio | 17.0k $5.3m | New |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 16.4k $5.1m | Reduced -71 |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.02% of their portfolio | 16.4k $5.1m | Reduced -17.0k |
| PINEBRIDGE INVESTMENTS, L.P. 0.04% of their portfolio | 15.9k $4.9m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 15.9k $4.9m | Reduced -23.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 15.7k $4.9m | Added +1 |
| Informed Momentum Co LLC 0.54% of their portfolio | 15.4k $4.7m | Reduced -9.5k |
| JENNISON ASSOCIATES LLC 0.00% of their portfolio | 14.8k $4.6m | New |
| Virtu Financial LLC 0.25% of their portfolio | 14.6k $4.5m | Added +2.8k |
| Verition Fund Management LLC 0.02% of their portfolio | 13.9k $4.3m | Reduced -4.4k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 13.0k $4.0m | Added +2.9k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 12.5k $3.9m | Reduced -32.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 12.1k $3.7m | Added +1.4k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 12.0k $3.7m | New |
| PRINCETON CAPITAL MANAGEMENT LLC 0.96% of their portfolio | 11.5k $3.6m | Added +1.9k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 11.4k $2.8m | Added +1.3k |
| Allianz SE 0.08% of their portfolio | 11.4k $3.5m | Added +9.2k |
| ELLERSON GROUP INC /ADV 2.18% of their portfolio | 11.3k $3.5m | New |