Centrus Energy

LEU • AMEX

Centrus Energy is a uranium company in the energy sector on AMEX, led by Amir Vexler, with a market cap of $4.5B. As of Q3 2025, 74% of shares are held by 397 institutional investors, with BlackRock, Inc. as the largest holder at 7.11%.

Chief Executive OfficerAmir Vexler

Market Cap$4.5B

Uranium

Energy

Employees292.0

Websitecentrusenergy.com

Country

United States of America

Overview

Overview of institutional ownership in LEU as of Q3 2025 with a market cap of $5.6B

All Institutions

Institutions: 397
Value Held: $4.2B
Shares Held: 13.6M
Avg Position: $10.6M
Median Position: $794.1K

Hedge Funds

Hedge Funds: 38
Value Held: $273.2M
Shares Held: 880.6K
Avg Position: $7.2M
Median Position: $2.1M

Ownership Breakdown

Institutional (non-HF)

69.61%

$3.9B

Hedge Funds

4.84%

$273.2M

Retail & Other

25.55%

$1.4B

Based on market cap of $5.6B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in LEU as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$401.3M 0.01% of portfolio	7.11% 1.3M shares	Q1 2017 Held for 8y 8m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$332.4M 0.00% of portfolio	5.89% 1.1M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
M MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Institution	-	$290.4M 0.47% of portfolio	5.14% 936.5K shares	Q2 2024 Held for 1y 5m	$61.8B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$276.2M 0.01% of portfolio	4.89% 890.7K shares	Q3 2020 Held for 5y 2m	$2.88T
VAN ECK ASSOCIATES CORP ETF Provider	Jan Frederick Vaneck CEO	$242.2M 0.25% of portfolio	4.29% 781.0K shares	Q3 2022 Held for 3y 2m	$96.6B
D D. E. Shaw & Co., Inc. Institution	-	$207.0M 0.18% of portfolio	3.67% 667.5K shares	Q4 2024 Held for 11 months	$115.81B
A AMERICAN CENTURY COMPANIES INC Institution	-	$137.1M 0.07% of portfolio	2.43% 442.3K shares	Q1 2024 Held for 1y 8m	$195.93B
FMR LLC Institution	-	$134.8M 0.01% of portfolio	2.39% 434.9K shares	Q4 2021 Held for 3y 11m	$1.92T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$119.4M 0.01% of portfolio	2.11% 385.1K shares	Q1 2015 Held for 10y 8m	$1.57T
DRIEHAUS CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	Stephen Thomas Weber CEO	$111.4M 0.80% of portfolio	1.97% 359.4K shares	Q4 2024 Held for 11 months	$13.9B

Net Capital Flow

Institutional buying and selling activity for LEU in Q3 2025

Traded: +$303.2M
Buyers: 257
Sellers: 133
Total Bought: +$836.2M
Total Sold: −$533.0M
Avg Position: $9.7M

Biggest Buyers

Institution	Net Bought	Current Position
H HRT FINANCIAL LLC Institution	+$61.8M +199.3K shares	$91.3M 294.5K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$60.4M +194.9K shares	$137.1M 442.3K shares
J JANE STREET GROUP, LLC Institution	+$50.9M +164.3K shares	$66.5M 214.5K shares
VAN ECK ASSOCIATES CORP ETF Provider	+$49.8M +160.5K shares	$242.2M 781.0K shares
DRIEHAUS CAPITAL MANAGEMENT LLC Hedge Fund•Event Driven	+$44.4M +143.2K shares	$111.4M 359.4K shares
STATE STREET CORP Institution	+$38.8M +125.0K shares	$276.2M 890.7K shares
B BlackRock, Inc. Institution	+$30.3M +97.8K shares	$401.3M 1.3M shares
D D. E. Shaw & Co., Inc. Institution	+$30.3M +97.8K shares	$207.0M 667.5K shares
VANGUARD GROUP INC Institution	+$26.8M +86.5K shares	$332.4M 1.1M shares
Artisan Partners Limited Partnership Long Only Manager	+$25.8M +83.1K shares	$25.8M 83.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$74.4M −240.1K shares	$36.7M 118.4K shares
CloudAlpha Capital Management Limited/Hong Kong Institution	−$47.6M −153.6K shares	$40.1M 129.4K shares
UBS Group AG Institution	−$44.4M −143.3K shares	$38.1M 122.7K shares
FIRST TRUST ADVISORS LP ETF Provider	−$27.7M −89.2K shares	$14.0M 45.2K shares
J Jump Financial, LLC Institution	−$24.6M −79.4K shares	$7.8M 25.1K shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	−$23.8M −129.9K shares	Sold Off 0 shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$22.4M −122.3K shares	Sold Off 0 shares
S Sara-Bay Financial RIA/Wealth	−$19.7M −63.5K shares	$62.7M 202.3K shares
H HEARTLAND ADVISORS INC Long Only Manager	−$19.4M −62.5K shares	$8.5M 27.5K shares
GOLDMAN SACHS GROUP INC Institution	−$16.4M −53.0K shares	$19.9M 64.2K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited LEU in Q3 2025

New Positions: 103
New Value: $171.4M
Exited Positions: 35
Exited Value: $70.8M

New Positions

Institution	Position Value
Artisan Partners Limited Partnership Long Only Manager	$25.8M 83.1K shares
LORD, ABBETT & CO. LLC Long Only Manager	$16.7M 53.9K shares
WCM INVESTMENT MANAGEMENT/CA Long Only Manager	$14.3M 45.4K shares
MARSICO CAPITAL MANAGEMENT LLC Long Only Manager	$12.5M 40.3K shares
NEXT CENTURY GROWTH INVESTORS LLC Long Only Manager	$6.6M 21.4K shares
M MOORE CAPITAL MANAGEMENT, LP Hedge Fund•Global Macro	$6.2M 19.9K shares
N Neuberger Berman Group LLC Institution	$5.7M 18.4K shares
NORDEA INVESTMENT MANAGEMENT AB Institution	$5.4M 17.1K shares
C CREDIT AGRICOLE S A Institution	$5.4M 17.3K shares
P PineBridge Investments Ltd Institution	$4.9M 15.9K shares

Exited Positions

Institution	Previous Position
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	$23.8M 129.9K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$22.4M 122.3K shares
G GROUP ONE TRADING, L.P. Institution	$4.4M 24.1K shares
Integrated Advisors Network LLC RIA/Wealth	$3.8M 20.6K shares
A Arlington Capital Management, Inc. Institution	$2.7M 14.8K shares
W Winton Capital Group Ltd Institution	$2.1M 11.6K shares
B Brevan Howard Capital Management LP Institution	$1.3M 7.0K shares
T TWINBEECH CAPITAL LP Hedge Fund•Quant	$1.1M 6.0K shares
Arosa Capital Management LP Hedge Fund•Multi-Strategy	$977.8K 5.3K shares
N NATIXIS Institution	$897.4K 4.9K shares

Options Activity

Institutions with the largest Call and Put options positions in LEU as of Q3 2025

Call Positions: 19
Call Value: $670.2M
Put Positions: 19
Put Value: $605.2M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$148.8M 4.8K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$146.8M 4.7K contracts
J JANE STREET GROUP, LLC Institution	$97.6M 3.1K contracts
D D. E. Shaw & Co., Inc. Institution	$49.9M 1.6K contracts
C Cubist Systematic Strategies, LLC Institution	$49.6M 1.6K contracts
W WOLVERINE TRADING, LLC Institution	$45.2M 1.4K contracts
Walleye Trading LLC RIA/Wealth	$44.8M 1.4K contracts
P PEAK6 LLC Institution	$31.0M 999.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$17.7M 571.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$12.1M 390.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$193.9M 6.3K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$139.7M 4.5K contracts
DLD Asset Management, LP Hedge Fund•Multi-Strategy	$86.1M 2.8K contracts
Walleye Trading LLC RIA/Wealth	$45.1M 1.5K contracts
J JANE STREET GROUP, LLC Institution	$31.7M 1.0K contracts
W WOLVERINE TRADING, LLC Institution	$19.9M 629.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$17.2M 555.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$15.6M 502.0 contracts
P PEAK6 LLC Institution	$14.1M 454.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$13.5M 435.0 contracts

Most Committed Institutions

Institutions with LEU as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S Sara-Bay Financial RIA/Wealth	Benjamin Michael Hard President	17.61% $62.7M	1.11% 202.3K shares	Q2 2020 Held for 5y 5m	$356.2M
Goehring & Rozencwajg Associates, LLC Long Only Manager	Adam Alexandar Rozencwajg Managing Partner	6.01% $49.9M	0.88% 161.0K shares	Q4 2022 Held for 2y 11m	$830.9M
A Anatole Investment Management Ltd Institution	-	4.89% $50.2M	0.89% 162.0K shares	Q4 2024 Held for 11 months	$1.0B
T TB Alternative Assets Ltd. Hedge Fund•Value	Shujun Li CEO	4.36% $29.1M	0.52% 93.9K shares	Q4 2024 Held for 11 months	$668.4M
CloudAlpha Capital Management Limited/Hong Kong Institution	Michael Terence Turner Managing Partner	3.53% $40.1M	0.71% 129.4K shares	Q4 2024 Held for 11 months	$1.1B
E ELLERSON GROUP INC /ADV Institution	-	2.18% $3.5M	0.06% 11.3K shares	Q3 2025 Held for 2 months	$160.7M
GRANAHAN INVESTMENT MANAGEMENT INC/MA Long Only Manager	Jane Moran White CEO	2.14% $52.3M	0.93% 168.7K shares	Q1 2025 Held for 8 months	$2.4B
M MYDA Advisors LLC Hedge Fund•Long/Short	Jason Marc Lieber Managing Partner	1.73% $5.3M	0.09% 17.0K shares	Q2 2025 Held for 5 months	$305.2M
New Millennium Group LLC RIA/Wealth	Dan Michael Berkovitz Chairman	1.37% $3.0M	0.05% 9.6K shares	Q3 2025 Held for 2 months	$218.5M
Legacy Bridge, LLC Family Office	Michael Thomas Zuendel CEO	1.33% $3.2M	0.06% 10.3K shares	Q4 2024 Held for 11 months	$240.3M

Hedge Fund Spotlight

Discover hedge funds investing in LEU

SIR Capital Management, L.P.

Hedge Fund • Long/Short

Portfolio ManagerMirco Ronald Elias

Portfolio Value: $1.1B
Positions: 78
Last Reported: Q3 2025

Sector Allocation

Position in Centrus Energy

Market Value: $6.6M
Shares Held: 21.2K
Portfolio Weight: 0.59%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 Viper Energy VNOM	Oil & Gas Midstream Energy	$82.0M	7.36%
2 Permian Resources PR	Oil & Gas Exploration & Production Energy	$62.8M	5.64%
3 Kinder Morgan KMI	Oil & Gas Midstream Energy	$51.5M	4.62%