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 ($7.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $173.73. Options: 19 managers hold calls ($253.9m notional), 18 hold puts ($214.1m).
Trends to Q1 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 |
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 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 |
| Q1 2026 | 230 | 191 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $390.8m | $425.7m | 1.09 |
| Q3 2025 | $857.8m | $738.7m | 0.86 |
| Q4 2025 | $435.6m | $351.3m | 0.81 |
| Q1 2026 | $253.9m | $214.1m | 0.84 |
Biggest buyers
| STATE STREET CORP | Added | +446.1k |
| VAN ECK ASSOCIATES CORP | Added | +314.1k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Added | +188.3k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +110.0k |
| TWO SIGMA INVESTMENTS, LP | Added | +102.5k |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +51.7k |
| RPG Investment Advisory, LLC | New | +50.5k |
| Balyasny Asset Management L.P. | Added | +45.1k |
| Rheos Capital Works Inc. | New | +40.0k |
| SG Americas Securities, LLC | Added | +38.8k |
Biggest sellers
| D. E. Shaw & Co., Inc. | Reduced | -505.5k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -312.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -204.6k |
| Driehaus Capital Management LLC | Reduced | -196.4k |
| FMR LLC | Reduced | -155.6k |
| CloudAlpha Capital Management Limited/Hong Kong | Reduced | -145.2k |
| Bank of New York Mellon Corp | Reduced | -92.2k |
| FRANKLIN RESOURCES INC | Reduced | -90.9k |
| Artisan Partners Limited Partnership | Sold out | -75.2k |
| UBS Group AG | Reduced | -69.4k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $63.4m365.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $46.9m270.3k shares |
| IMC-Chicago, LLC | Reduced | $32.0m184.1k shares |
| JANE STREET GROUP, LLC | Reduced | $28.6m164.5k shares |
| D. E. Shaw & Co., Inc. | Reduced | $16.6m95.8k shares |
| GROUP ONE TRADING LLC | Reduced | $12.1m69.5k shares |
| Walleye Trading LLC | Added | $10.0m57.8k shares |
| Caption Management, LLC | Reduced | $9.5m54.5k shares |
| SIMPLEX TRADING, LLC | Added | $7.2m41.6k shares |
| PEAK6 LLC | Reduced | $7.1m41.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $71.9m414.4k shares |
| CITADEL ADVISORS LLC | Reduced | $67.9m391.3k shares |
| JANE STREET GROUP, LLC | Added | $24.8m142.7k shares |
| Walleye Trading LLC | Reduced | $10.5m60.7k shares |
| PEAK6 LLC | Reduced | $9.1m52.5k shares |
| TWO SIGMA INVESTMENTS, LP | Added | $8.0m46.3k shares |
| UBS Group AG | New | $5.0m29.0k shares |
| Squarepoint Ops LLC | New | $4.2m24.0k shares |
| MYDA Advisors LLC | New | $3.5m20.0k shares |
| D. E. Shaw & Co., Inc. | Reduced | $2.6m15.1k 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 Q1 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 1.5m $258.3m | Added +20.6k |
| STATE STREET CORP 0.01% of their portfolio | 1.4m $243.7m | Added +446.1k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.29% of their portfolio | 1.2m $215.4m | Added +188.3k |
| VAN ECK ASSOCIATES CORP 0.16% of their portfolio | 1.2m $210.0m | Added +314.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 802.7k $139.3m | First filing |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 429.2k $74.5m | Added +14.3k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 381.0k $66.1m | Reduced -92.2k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 358.3k $62.2m | Added +260 |
| D. E. Shaw & Co., Inc. 0.04% of their portfolio | 275.4k $47.8m | Reduced -505.5k |
| UBS Group AG 0.01% of their portfolio | 266.8k $46.3m | Reduced -69.4k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 229.4k $39.8m | Reduced -312.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 227.3k $39.5m | First filing |
| REAVES W H & CO INC 0.61% of their portfolio | 211.9k $36.8m | Added +37.4k |
| Goehring & Rozencwajg Associates, LLC 1.88% of their portfolio | 202.1k $35.1m | Added +30.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 167.2k $29.0m | Reduced -204.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 161.1k $28.0m | Added +10.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 160.5k $27.9m | Added +110.0k |
| MORGAN STANLEY 0.00% of their portfolio | 156.9k $27.2m | Reduced -46.2k |
| Sara-Bay Financial 8.04% of their portfolio | 153.9k $26.7m | Reduced -2.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 150.6k $26.1m | Added +4.7k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 134.8k $23.4m | Added +102.5k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 127.2k $22.1m | First filing |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 125.3k $21.8m | Added +20.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 124.2k $21.6m | Reduced -61.3k |
| TB Alternative Assets Ltd. 3.96% of their portfolio | 109.9k $19.1m | Added +18.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 106.8k $18.5m | Reduced -11.6k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 103.7k $18.0m | Reduced -43.9k |
| Squarepoint Ops LLC 0.03% of their portfolio | 91.3k $15.9m | Reduced -23.2k |
| Granahan Investment Management, LLC 0.75% of their portfolio | 89.7k $15.6m | Added +14.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 89.5k $15.5m | Added +22.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 88.6k $15.4m | Added +8.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 79.0k $13.7m | Added +51.7k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 78.8k $13.7m | Reduced -8.0k |
| FMR LLC 0.00% of their portfolio | 65.7k $11.4m | Reduced -155.6k |
| Man Group plc 0.02% of their portfolio | 65.1k $11.3m | Reduced -48.9k |
| Rockefeller Capital Management L.P. 0.02% of their portfolio | 64.5k $11.2m | Added +15.0k |
| LPL Financial LLC 0.00% of their portfolio | 63.6k $11.0m | Added +7.7k |
| Daiwa Securities Group Inc. 0.03% of their portfolio | 63.1k $11.0m | Unchanged |
| HRT FINANCIAL LP 0.04% of their portfolio | 60.1k $10.4m | Added +6.4k |
| EXCHANGE TRADED CONCEPTS, LLC 0.08% of their portfolio | 59.5k $10.3m | Added +5.7k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% of their portfolio | 59.2k $10.3m | Added +25.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 52.3k $9.1m | Added +7.8k |
| RPG Investment Advisory, LLC 1.06% of their portfolio | 50.5k $8.8m | New |
| Driehaus Capital Management LLC 0.06% of their portfolio | 48.0k $8.3m | Reduced -196.4k |
| Nuveen, LLC 0.00% of their portfolio | 46.7k $8.1m | Reduced -2.1k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 46.4k $8.1m | Added +45.1k |
| SG Americas Securities, LLC 0.01% of their portfolio | 42.5k $7.4m | Added +38.8k |
| Trask Adam Roland 6.79% of their portfolio | 41.3k $7.2m | First filing |
| Rheos Capital Works Inc. 0.46% of their portfolio | 40.0k $6.9m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 39.4k $6.8m | Added +6.7k |
| Mirae Asset Global Investments Co., Ltd. 0.02% of their portfolio | 39.2k $6.8m | Added +5.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 38.8k $6.7m | Added +869 |
| MARSHALL WACE, LLP 0.01% of their portfolio | 38.0k $6.6m | Added +31.1k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 37.1k $6.4m | Reduced -5.4k |
| MYDA Advisors LLC 1.43% of their portfolio | 35.0k $6.1m | Added +10.0k |
| Swiss National Bank 0.00% of their portfolio | 34.5k $6.0m | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 33.8k $5.9m | Reduced -8.9k |
| Allianz SE 0.06% of their portfolio | 30.9k $5.4m | Added +19.8k |
| Quadrature Capital Ltd 0.06% of their portfolio | 29.5k $5.1m | Added +13.8k |
| CITIGROUP INC 0.00% of their portfolio | 28.5k $4.9m | Added +3.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 28.3k $4.8m | Reduced -15.8k |
| Gotham Asset Management, LLC 0.01% of their portfolio | 27.3k $4.7m | Reduced -5.9k |
| Marex Group Ltd 0.05% of their portfolio | 27.2k $4.7m | Added +24.8k |
| CloudAlpha Capital Management Limited/Hong Kong 0.52% of their portfolio | 27.1k $4.7m | Reduced -145.2k |
| AlphaStar Capital Management, LLC 0.35% of their portfolio | 27.1k $4.7m | Added +8.7k |
| COHEN & STEERS, INC. 0.01% of their portfolio | 26.7k $4.6m | Added +6.8k |
| Walleye Capital LLC 0.03% of their portfolio | 24.5k $4.2m | Reduced -10.3k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 24.1k $4.2m | Added +1.6k |
| WIM INVESTMENT MANAGEMENT Ltd 1.23% of their portfolio | 23.9k $4.1m | Added +3.5k |
| Pier Capital, LLC 0.68% of their portfolio | 23.7k $4.1m | Added +9.7k |
| Aquatic Capital Management LLC 0.12% of their portfolio | 23.6k $4.1m | Added +17.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 21.8k $3.8m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 20.9k $3.6m | Added +208 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 20.3k $4.9m | Added +265 |
| BLAIR WILLIAM & CO/IL 0.01% of their portfolio | 19.7k $3.4m | Reduced -2.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 19.6k $3.4m | Added +3.8k |
| Legal & General Group Plc 0.00% of their portfolio | 18.8k $3.3m | Reduced -1.1k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 18.7k $3.2m | Added +11.0k |
| Bridgewater Associates, LP 0.01% of their portfolio | 18.5k $3.2m | Reduced -4.2k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.28% of their portfolio | 18.0k $3.1m | Added +4.1k |
| Moody Aldrich Partners LLC 0.56% of their portfolio | 18.0k $3.1m | Added +8.7k |
| Arlington Capital Management, Inc. 1.76% of their portfolio | 17.9k $3.1m | Not comparable |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 17.3k $3.0m | New |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 17.1k $3.0m | Reduced -6.3k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 16.9k $2.9m | Added +729 |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 16.6k $2.9m | Added +870 |
| LORD, ABBETT & CO. LLC 0.01% of their portfolio | 16.3k $2.8m | Reduced -37.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 15.9k $2.8m | Added +2.0k |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 15.3k $2.7m | Added +2.3k |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 15.0k $2.7m | Added +5.7k |
| Tidal Investments LLC 0.01% of their portfolio | 15.0k $2.6m | Added +2.0k |
| PORTLAND INVESTMENT COUNSEL INC. 0.82% of their portfolio | 14.8k $2.6m | Added +3.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 14.3k $2.5m | Reduced -221 |
| NEXT CENTURY GROWTH INVESTORS LLC 0.18% of their portfolio | 14.2k $2.5m | Reduced -19.3k |
| Philadelphia Investment Partners, LLC 1.66% of their portfolio | 14.0k $2.4m | First filing |
| ONCE CAPITAL MANAGEMENT, LLC 0.65% of their portfolio | 14.0k $2.4m | New |
| Holocene Advisors, LP 0.01% of their portfolio | 14.0k $2.4m | New |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 13.9k $2.3m | Reduced -602 |
| DNB Asset Management AS 0.01% of their portfolio | 13.8k $2.4m | Added +4.6k |
| PRINCETON CAPITAL MANAGEMENT LLC 0.64% of their portfolio | 13.6k $2.4m | Added +1.0k |