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 ($8.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $242.91. Options: 20 managers hold calls ($435.6m notional), 17 hold puts ($351.3m).
Trends to Q4 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 |
| Q4 2025 | 412 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q4 2025 | 220 | 196 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $92.7m | $114.4m | 1.23 |
| Q2 2025 | $390.8m | $425.7m | 1.09 |
| Q3 2025 | $857.8m | $738.7m | 0.86 |
| Q4 2025 | $435.6m | $351.3m | 0.81 |
Biggest buyers
| UBS Group AG | Added | +213.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +207.3k |
| BlackRock, Inc. | Added | +173.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +154.9k |
| Bank of New York Mellon Corp | Added | +143.1k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Added | +116.2k |
| VAN ECK ASSOCIATES CORP | Added | +114.9k |
| D. E. Shaw & Co., Inc. | Added | +113.4k |
| Man Group plc | Added | +109.3k |
| Squarepoint Ops LLC | Added | +106.7k |
Biggest sellers
| HRT FINANCIAL LP | Reduced | -240.8k |
| FMR LLC | Reduced | -213.5k |
| Anatole Investment Management Ltd | Sold out | -162.0k |
| Driehaus Capital Management LLC | Reduced | -115.1k |
| Granahan Investment Management, LLC | Reduced | -93.4k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -86.1k |
| JANE STREET GROUP, LLC | Reduced | -66.9k |
| JANUS HENDERSON GROUP PLC | Reduced | -47.3k |
| Sara-Bay Financial | Reduced | -46.4k |
| WCM INVESTMENT MANAGEMENT, LLC | Sold out | -45.4k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $95.1m391.7k shares |
| JANE STREET GROUP, LLC | Reduced | $57.4m236.5k shares |
| IMC-Chicago, LLC | Added | $52.4m215.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $50.6m208.3k shares |
| D. E. Shaw & Co., Inc. | Added | $50.2m206.6k shares |
| Point72 Asset Management, L.P. | New | $28.8m118.6k shares |
| Caption Management, LLC | New | $24.0m99.0k shares |
| GROUP ONE TRADING LLC | Reduced | $19.7m81.0k shares |
| PEAK6 LLC | Reduced | $15.0m61.6k shares |
| Walleye Trading LLC | Reduced | $11.9m48.9k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $105.0m432.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $102.0m420.2k shares |
| JANE STREET GROUP, LLC | Added | $32.5m133.7k shares |
| PEAK6 LLC | Added | $23.9m98.6k shares |
| Walleye Trading LLC | Reduced | $19.6m80.9k shares |
| NOMURA HOLDINGS INC | Added | $14.5m59.8k shares |
| Walleye Capital LLC | Reduced | $9.7m39.8k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $9.3m38.2k shares |
| D. E. Shaw & Co., Inc. | New | $8.2m33.6k shares |
| GeoSphere Capital Management, LLC | New | $7.9m32.4k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
None reported in Q4 2025.
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 1.5m $356.2m | Added +173.3k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.1m $263.7m | Added +14.3k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.38% of their portfolio | 1.1m $255.5m | Added +116.2k |
| STATE STREET CORP 0.01% of their portfolio | 957.5k $232.4m | Added +66.9k |
| VAN ECK ASSOCIATES CORP 0.18% of their portfolio | 895.9k $217.5m | Added +114.9k |
| D. E. Shaw & Co., Inc. 0.14% of their portfolio | 780.9k $189.6m | Added +113.4k |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 541.9k $131.5m | Added +99.6k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 473.1k $114.9m | Added +143.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 414.9k $100.7m | Added +29.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 371.8k $90.3m | Added +207.3k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 358.1k $86.9m | Reduced -712 |
| UBS Group AG 0.02% of their portfolio | 336.2k $81.6m | Added +213.5k |
| Driehaus Capital Management LLC 0.40% of their portfolio | 244.3k $59.3m | Reduced -115.1k |
| FMR LLC 0.00% of their portfolio | 221.4k $53.7m | Reduced -213.5k |
| MORGAN STANLEY 0.00% of their portfolio | 203.1k $49.3m | Added +19.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.06% of their portfolio | 185.5k $45.0m | Added +154.9k |
| REAVES W H & CO INC 0.74% of their portfolio | 174.5k $42.4m | Reduced -34.3k |
| CloudAlpha Capital Management Limited/Hong Kong 3.76% of their portfolio | 172.3k $41.8m | Added +42.9k |
| Goehring & Rozencwajg Associates, LLC 4.12% of their portfolio | 171.1k $41.5m | Added +10.1k |
| Sara-Bay Financial 11.52% of their portfolio | 155.9k $38.5m | Reduced -46.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 150.9k $36.6m | Reduced -717 |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 147.6k $35.8m | Reduced -66.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 146.0k $35.4m | Added +450 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 118.4k $28.8m | Added +54.2k |
| Squarepoint Ops LLC 0.06% of their portfolio | 114.6k $27.8m | Added +106.7k |
| Man Group plc 0.05% of their portfolio | 114.0k $27.7m | Added +109.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 105.3k $25.6m | Added +76.8k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 101.4k $24.6m | Reduced -42.6k |
| TB Alternative Assets Ltd. 3.62% of their portfolio | 91.0k $22.1m | Reduced -2.9k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 86.8k $21.1m | Added +74.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 80.4k $19.5m | Added +1.6k |
| Granahan Investment Management, LLC 0.78% of their portfolio | 75.2k $18.3m | Reduced -93.4k |
| Artisan Partners Limited Partnership 0.03% of their portfolio | 75.2k $18.3m | Reduced -7.9k |
| TUDOR INVESTMENT CORP ET AL 0.09% of their portfolio | 69.2k $16.8m | Added +67.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 67.2k $16.3m | Added +51.3k |
| Daiwa Securities Group Inc. 0.05% of their portfolio | 63.1k $15.3m | Added +38.1k |
| LPL Financial LLC 0.00% of their portfolio | 55.9k $13.6m | Reduced -8.9k |
| MARSICO CAPITAL MANAGEMENT LLC 0.37% of their portfolio | 55.1k $13.4m | Added +14.7k |
| LORD, ABBETT & CO. LLC 0.04% of their portfolio | 53.8k $13.1m | Reduced -84 |
| EXCHANGE TRADED CONCEPTS, LLC 0.11% of their portfolio | 53.8k $13.1m | Added +7.5k |
| HRT FINANCIAL LP 0.05% of their portfolio | 53.7k $13.0m | Reduced -240.8k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 53.4k $13.0m | Added +18.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 51.2k $12.4m | Reduced -16.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 50.6k $12.3m | New |
| Rockefeller Capital Management L.P. 0.02% of their portfolio | 49.5k $12.0m | Added +38.5k |
| Nuveen, LLC 0.00% of their portfolio | 48.8k $11.8m | Added +4.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 46.4k $11.3m | Added +15.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 44.6k $10.8m | Added +3.1k |
| Jump Financial, LLC 0.13% of their portfolio | 44.2k $10.7m | Added +19.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 44.1k $10.7m | Reduced -25.5k |
| BARCLAYS PLC 0.00% of their portfolio | 42.7k $10.4m | Added +18.5k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 42.5k $10.3m | Reduced -2.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 40.0k $9.7m | Added +37.4k |
| NOMURA HOLDINGS INC 0.03% of their portfolio | 38.6k $9.4m | Reduced -1.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 37.9k $9.2m | Reduced -614 |
| Walleye Capital LLC 0.05% of their portfolio | 34.8k $8.5m | Added +15.5k |
| Swiss National Bank 0.00% of their portfolio | 34.5k $8.4m | Added +2.9k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% of their portfolio | 34.0k $8.3m | Added +7.7k |
| Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio | 33.6k $8.2m | Added +33.5k |
| NEXT CENTURY GROWTH INVESTORS LLC 0.56% of their portfolio | 33.5k $8.1m | Added +12.0k |
| Gotham Asset Management, LLC 0.03% of their portfolio | 33.2k $8.1m | Reduced -615 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 32.6k $7.9m | Reduced -30.9k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 32.3k $7.8m | Reduced -86.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 30.7k $7.4m | Reduced -13 |
| IMC-Chicago, LLC 0.12% of their portfolio | 28.3k $6.9m | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 27.3k $6.6m | Reduced -41.4k |
| Freestone Grove Partners LP 0.05% of their portfolio | 26.8k $6.5m | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 26.5k $6.4m | Added +15.7k |
| Trexquant Investment LP 0.06% of their portfolio | 26.4k $6.4m | New |
| CITIGROUP INC 0.00% of their portfolio | 25.4k $6.2m | Reduced -11.9k |
| MYDA Advisors LLC 1.71% of their portfolio | 25.0k $6.1m | Added +8.0k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 23.4k $5.7m | Reduced -21.8k |
| Bridgewater Associates, LP 0.02% of their portfolio | 22.7k $5.5m | Added +14.1k |
| BLAIR WILLIAM & CO/IL 0.01% of their portfolio | 22.5k $5.5m | Added +4.0k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 22.5k $5.5m | Reduced -9.4k |
| CREDIT AGRICOLE S A 0.01% of their portfolio | 22.2k $5.4m | Added +4.9k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 22.0k $5.4m | Added +1.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 20.9k $5.1m | Added +1.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 20.7k $5.0m | Reduced -2.5k |
| Nicholas Investment Partners, LP 0.36% of their portfolio | 20.4k $5.0m | Reduced -9.8k |
| WIM INVESTMENT MANAGEMENT Ltd 1.28% of their portfolio | 20.4k $5.0m | New |
| BI Asset Management Fondsmaeglerselskab A/S 0.04% of their portfolio | 20.3k $4.9m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 20.0k $4.9m | Added +1.5k |
| Legal & General Group Plc 0.00% of their portfolio | 19.9k $4.8m | Reduced -404 |
| COHEN & STEERS, INC. 0.01% of their portfolio | 19.9k $4.8m | New |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 18.5k $4.5m | Added +96 |
| AlphaStar Capital Management, LLC 0.33% of their portfolio | 18.4k $4.5m | New |
| SIMPLEX TRADING, LLC 0.12% of their portfolio | 17.8k $4.3m | Added +16.7k |
| WOLVERINE ASSET MANAGEMENT LLC 0.06% of their portfolio | 17.0k $4.1m | Added +9.6k |
| Invesco Ltd. 0.00% of their portfolio | 16.9k $4.1m | Reduced -30.6k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 16.2k $3.9m | Reduced -4.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 15.8k $3.8m | Added +115 |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 15.7k $3.8m | Reduced -687 |
| Quadrature Capital Ltd 0.04% of their portfolio | 15.7k $3.8m | Added +12.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 14.6k $3.5m | Reduced -39.6k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 14.5k $3.5m | Reduced -2.6k |
| Pier Capital, LLC 0.54% of their portfolio | 14.0k $3.4m | Added +8.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 14.0k $3.4m | Added +1.9k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.15% of their portfolio | 13.9k $3.4m | New |
| ROYCE & ASSOCIATES LP 0.03% of their portfolio | 13.6k $3.3m | Reduced -6.3k |