LEUNYSEMining & Quarrying of Nonmetallic Minerals (No Fuels)Fiscal year ends December 31
CENTRUS ENERGY CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$110.12−4.82 (-4.19%)
Close on Oct 19, 2026
- Market cap
- $2.41B
- P/E (TTM)
- 50.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
74.9%
15M of 20M shares
Institutional holders
377
56 new, 68 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 1 sales
Net sold $62.29K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 951,867 | 5.02% | 13G (passive) | Jun 30, 2026 |
| David E. Shaw | 905,609 | 5.20% | 13G (passive) | Oct 15, 2025 |
| BlackRock, Inc. | 2,237,192 | 11.60% | 13G (passive) amendment | Aug 31, 2026 |
| State Street Corporation | 1,957,421 | 10.20% | 13G (passive) | Aug 31, 2026 |
| Van Eck Associates Corporation | 1,651,915 | 8.70% | 13G (passive) amendment | Jun 30, 2026 |
| Bank Of Nova Scotia | 1,358,404 | 6.91% | 13G (passive) | Jun 30, 2026 |
| Global X Management CO LLC | 1,214,021 | 6.41% | 13G (passive) amendment | Mar 31, 2026 |
| Van Eck Associates Corp | 1,211,517 | 6.40% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LEU | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 1,651,915 | 8.28% | $277.31M | +441,914 | 0.17% |
| State Street Corp | 1,639,266 | 8.22% | $275.18M | +235,614 | 0.01% |
| BlackRock, Inc. | 1,547,719 | 7.76% | $259.82M | +59,658 | 0.00% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,258,106 | 6.31% | $211.20M | +17,126 | 0.25% |
| Vanguard Capital Management LLC | 809,186 | 4.06% | $135.84M | +6,499 | 0.00% |
| Geode Capital Management, LLC | 474,822 | 2.38% | $79.72M | +45,637 | 0.00% |
| Bank of New York Mellon Corp | 406,771 | 2.04% | $68.28M | +25,811 | 0.01% |
| Dimensional Fund Advisors LP | 366,246 | 1.84% | $61.47M | +7,899 | 0.01% |
| Morgan Stanley | 303,523 | 1.52% | $50.95M | +146,586 | 0.00% |
| Renaissance Technologies LLC | 280,482 | 1.41% | $47.08M | +119,940 | 0.06% |
| Two Sigma Investments, LP | 235,301 | 1.18% | $39.50M | +100,527 | 0.03% |
| Vanguard Portfolio Management LLC | 232,657 | 1.17% | $39.06M | +5,344 | 0.00% |
| Reaves W H & Co Inc | 226,429 | 1.13% | $38.01M | +14,511 | 0.58% |
| Goehring & Rozencwajg Associates, LLC | 216,750 | 1.09% | $36.39M | +14,692 | 2.09% |
| American Century Companies Inc | 215,930 | 1.08% | $36.25M | −13,444 | 0.02% |
| Goldman Sachs Group Inc | 204,008 | 1.02% | $34.25M | +97,183 | 0.00% |
| UBS Group AG | 189,380 | 0.95% | $31.79M | −77,417 | 0.00% |
| Northern Trust Corp | 172,470 | 0.86% | $28.95M | +11,334 | 0.00% |
| Susquehanna International Group, Llp | 166,794 | 0.84% | $28.00M | +42,546 | 0.00% |
| FMR LLC | 156,937 | 0.79% | $26.35M | +91,189 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 377 | 15M | 74.9% | 56 / 179 | 87 / 68 | 3M | 1M |
| Q1 2026 | 396 | 14M | 69.3% | 84 / 158 | 101 / 90 | 3M | 3M |
| Q4 2025 | 412 | 15M | 73.3% | 91 / 151 | 118 / 79 | 3M | 2M |
| Q3 2025 | 408 | 14M | 68.1% | 142 / 122 | 100 / 41 | 3M | 2M |
| Q2 2025 | 310 | 13M | 64.3% | 123 / 87 | 76 / 33 | 3M | 2M |
| Q1 2025 | 221 | 12M | 61.7% | 46 / 87 | 58 / 28 | 2M | 1M |
| Q4 2024 | 207 | 11M | 57.4% | 80 / 65 | 43 / 22 | 4M | 1M |
| Q3 2024 | 150 | 9M | 45.3% | 41 / 51 | 40 / 19 | 2M | 1M |
| Q2 2024 | 129 | 8M | 41.2% | 30 / 55 | 24 / 22 | 3M | 1M |
| Q1 2024 | 122 | 6M | 31.7% | 27 / 42 | 36 / 32 | 1M | 1M |
| Q4 2023 | 128 | 7M | 33.7% | 25 / 48 | 32 / 10 | 1M | 0M |
| Q3 2023 | 113 | 6M | 30.4% | 33 / 40 | 28 / 9 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LEU | Value | % of fund | As of |
|---|---|---|---|---|---|
| VanEck Uranium and Nuclear ETF | 1,268,321 | 6.36% | $212.91M | 5.05% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Metals & Mining ETF | 1,200,786 | 6.02% | $201.58M | 4.60% | Jun 30, 2026 |
| Global X Uranium ETF | 1,062,431 | 5.32% | $187.98M | 3.46% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 573,344 | 2.87% | $96.25M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 484,461 | 2.43% | $81.33M | 0.10% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 217,430 | 1.09% | $36.50M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 203,951 | 1.02% | $36.09M | 0.11% | Jul 31, 2026 |
| Small Cap Growth Fund | 163,398 | 0.82% | $28.91M | 0.52% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 141,392 | 0.71% | $23.74M | 0.15% | Jun 30, 2026 |
| Vanguard Energy Index Fund | 105,348 | 0.53% | $19.22M | 0.16% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 98,038 | 0.49% | $17.89M | 0.04% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 91,348 | 0.46% | $16.67M | 0.07% | May 31, 2026 |
| Goehring & Rozencwajg Resources Fund | 90,904 | 0.46% | $16.59M | 1.54% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 86,636 | 0.43% | $15.81M | 0.09% | May 31, 2026 |
| Columbia Small Cap Growth Fund | 76,766 | 0.38% | $14.01M | 0.38% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Amir Vadim Vexler | President and CEO, Director | 4,392 | 0.02% | Jun 22, 2026 |
| Todd M. Tinelli | SVP, CFO & Treasurer | 250 | 0.00% | Aug 13, 2026 |
| Neal Kanth Nagarajan | SVP, Head Investor Relations | – | – | Jul 14, 2026 |
| Richard Dingley Emery III | SVP, GC, CCO & Corp Sec | – | – | Jun 22, 2026 |
| Yanhong Dai | PRINCIPAL ACCOUNTING OFFICER | – | – | Jun 22, 2026 |
| John M. A. Donelson | SVP, Sales & Chief Mktg Off | 2,777 | 0.01% | Jun 22, 2026 |
| Patrick Sidney Brown | SVP, FIELD OPERATIONS | 2,452 | 0.01% | Jun 22, 2026 |
| Kevin J. Harrill | CFO & Treasurer | 0 | – | Jun 2, 2025 |
| Larry B. Cutlip | SVP, FIELD OPERATIONS | 11,321 | 0.06% | Apr 2, 2025 |
| Ray A. Rothrock | Director | 2,680 | 0.01% | Jun 30, 2026 |
| Tina W. Jonas | Director | 15,480 | 0.08% | Jun 30, 2026 |
| Mikel H. Williams | Director | 55,151 | 0.28% | Jun 30, 2026 |
| William J. Madia | Director | 64,657 | 0.32% | Jun 30, 2026 |
| Kirkland H. Donald | Director | 8,693 | 0.04% | Jun 30, 2026 |
| Stephanie L. O'Sullivan | Director | 3,840 | 0.02% | Jun 24, 2025 |
| Bradley J. Sawatzke | Director | 5,949 | 0.03% | Jun 24, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Todd M. Tinelli SVP, CFO & Treasurer | Aug 11, 2026 | Tax withholding | −206 | $189.19 | $38.97K | 250 |
| Todd M. Tinelli SVP, CFO & Treasurer | Aug 11, 2026 | Award | +456 | – | – | 456 |
| William J. Madia Director | Jun 26, 2026 | Tax withholding | −345 | – | – | 57,443 |
| Ray A. Rothrock Director | Jun 26, 2026 | Tax withholding | −235 | – | – | 2,680 |
| Tina W. Jonas Director | Jun 26, 2026 | Tax withholding | −293 | – | – | 15,480 |
| Mikel H. Williams Director | Jun 26, 2026 | Tax withholding | −302 | – | – | 52,234 |
| Kirkland H. Donald Director | Jun 26, 2026 | Tax withholding | −295 | – | – | 8,693 |
| Ray A. Rothrock Director | Jun 18, 2026 | Award | +757 | – | – | 2,915 |
| William J. Madia Director | Jun 18, 2026 | Award | +757 | – | – | 57,788 |
| Tina W. Jonas Director | Jun 18, 2026 | Award | +757 | – | – | 15,773 |
| Kirkland H. Donald Director | Jun 18, 2026 | Award | +757 | – | – | 8,988 |
| Mikel H. Williams Director | Jun 18, 2026 | Award | +757 | – | – | 52,536 |
| Todd M. Tinelli SVP, CFO & Treasurer | May 11, 2026 | Sale | −306 | $203.55 | $62.29K | 0 |
| Patrick Sidney Brown SVP, FIELD OPERATIONS | Apr 21, 2026 | Tax withholding | −389 | $191.55 | $74.51K | 2,452 |
| Patrick Sidney Brown SVP, FIELD OPERATIONS | Apr 21, 2026 | Award | +1,596 | – | – | 2,841 |
| John M. A. Donelson SVP, Sales & Chief Mktg Off | Mar 15, 2026 | Award | +2,777 | – | – | 2,777 |
| John M. A. Donelson SVP, Sales & Chief Mktg Off | Mar 15, 2026 | Tax withholding | −836 | $209.64 | $175.26K | 1,941 |
| Amir Vadim Vexler President and CEO, Director | Dec 4, 2025 | Tax withholding | −1,804 | $278.63 | $502.65K | 4,392 |
| Amir Vadim Vexler President and CEO, Director | Dec 4, 2025 | Option exercise | +4,000 | – | – | 6,196 |
| Todd M. Tinelli SVP, CFO & Treasurer | Aug 11, 2025 | Award | +456 | – | – | 456 |
| Todd M. Tinelli SVP, CFO & Treasurer | Aug 11, 2025 | Tax withholding | −150 | $219.10 | $32.87K | 306 |
| Stephanie L. O'Sullivan Director | Jun 20, 2025 | Award | +684 | – | – | 3,840 |
| Stephanie L. O'Sullivan Director | Jun 20, 2025 | Tax withholding | −1,168 | – | – | 2,672 |
| Bradley J. Sawatzke Director | Jun 20, 2025 | Tax withholding | −2,734 | – | – | 5,949 |
| Kirkland H. Donald Director | Jun 20, 2025 | Award | +684 | – | – | 9,549 |
| Kirkland H. Donald Director | Jun 20, 2025 | Tax withholding | −1,318 | – | – | 8,231 |
| Tina W. Jonas Director | Jun 20, 2025 | Tax withholding | −1,304 | – | – | 15,016 |
| Tina W. Jonas Director | Jun 20, 2025 | Award | +684 | – | – | 16,320 |
| Mikel H. Williams Director | Jun 20, 2025 | Award | +684 | – | – | 53,492 |
| Mikel H. Williams Director | Jun 20, 2025 | Tax withholding | −1,713 | – | – | 51,779 |
| William J. Madia Director | Jun 20, 2025 | Tax withholding | −1,575 | – | – | 57,031 |
| William J. Madia Director | Jun 20, 2025 | Award | +684 | – | – | 58,606 |
| Ray A. Rothrock Director | Jun 20, 2025 | Award | +684 | – | – | 3,733 |
| Ray A. Rothrock Director | Jun 20, 2025 | Tax withholding | −1,575 | – | – | 2,158 |
| Kevin J. Harrill CFO & Treasurer | May 30, 2025 | Sale | −1,728 | $126.00 | $217.73K | 0 |
| John M. A. Donelson SVP, Sales & Chief Mktg Off | May 13, 2025 | Sale | −3,732 | $96.31 | $359.43K | 0 |
| Kevin J. Harrill SVP, CFO and Treasurer | Mar 31, 2025 | Tax withholding | −745 | $62.21 | $46.35K | 1,728 |
| Kevin J. Harrill SVP, CFO and Treasurer | Mar 31, 2025 | Award | +2,473 | – | – | 2,473 |
| Larry B. Cutlip SVP, FIELD OPERATIONS | Mar 31, 2025 | Tax withholding | −1,246 | $62.21 | $77.51K | 11,321 |
| Larry B. Cutlip SVP, FIELD OPERATIONS | Mar 31, 2025 | Award | +3,165 | – | – | 12,567 |
| John M. A. Donelson SVP, Sales & Chief Mktg Officr | Mar 31, 2025 | Award | +3,520 | – | – | 5,320 |
| John M. A. Donelson SVP, Sales & Chief Mktg Officr | Mar 31, 2025 | Tax withholding | −1,588 | $62.21 | $98.79K | 3,732 |
| Larry B. Cutlip SVP, FIELD OPERATIONS | Feb 12, 2025 | Sale | −4,000 | $120.31 | $481.24K | 9,402 |
| Amir Vadim Vexler PRESIDENT & CEO, Director | Dec 4, 2024 | Tax withholding | −1,804 | $76.55 | $138.10K | 2,196 |
| Amir Vadim Vexler PRESIDENT & CEO, Director | Dec 4, 2024 | Option exercise | +4,000 | – | – | 4,000 |
| Larry B. Cutlip SVP, FIELD OPERATIONS | Aug 13, 2024 | Sale | −3,000 | $37.64 | $112.92K | 13,402 |
| Stephanie L. O'Sullivan Director | Aug 6, 2024 | Award | +3,156 | – | – | 3,156 |
| Ray A. Rothrock Director | Jun 20, 2024 | Award | +3,049 | – | – | 3,049 |
| William J. Madia Director | Jun 20, 2024 | Award | +3,049 | – | – | 59,358 |
| William J. Madia Director | Jun 20, 2024 | Tax withholding | −1,436 | – | – | 57,922 |
| Mikel H. Williams Director | Jun 20, 2024 | Tax withholding | −1,565 | – | – | 52,808 |
| Mikel H. Williams Director | Jun 20, 2024 | Award | +3,049 | – | – | 54,373 |
| Tina W. Jonas Director | Jun 20, 2024 | Tax withholding | −1,189 | – | – | 15,636 |
| Tina W. Jonas Director | Jun 20, 2024 | Award | +3,049 | – | – | 16,825 |
| Bradley J. Sawatzke Director | Jun 20, 2024 | Award | +3,049 | – | – | 9,986 |
| Bradley J. Sawatzke Director | Jun 20, 2024 | Tax withholding | −1,303 | – | – | 8,683 |
| Kirkland H. Donald Director | Jun 20, 2024 | Tax withholding | −1,207 | – | – | 8,865 |
| Kirkland H. Donald Director | Jun 20, 2024 | Award | +3,049 | – | – | 10,072 |
| John M. A. Donelson SVP, Sales & Chief Mktg Officr | Mar 13, 2024 | Award | +3,278 | – | – | 3,278 |
| John M. A. Donelson SVP, Sales & Chief Mktg Officr | Mar 13, 2024 | Tax withholding | −1,478 | $42.38 | $62.64K | 1,800 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Todd M. Tinelli Officer, SVP, CFO & Treasurer | May 11, 2026 | 306 | $62.29K | May 11, 2026 | Restricted Stock Vesting |
| Harrill Kevin Former Affiliate | Oct 1, 2025 | 3,884 | $1.28M | Oct 1, 2025 | Compensation |
| Larry B. Cutlip Officer, SVP FIELD OPERATIONS | Aug 26, 2025 | 11,309 | $2.35M | Aug 26, 2025 | RETAINED SHARES FROM EMPLOYEE VESTING |
| Bradley J. Sawatzke Director, Former Director | Jul 15, 2025 | 5,949 | $1.27M | Jul 15, 2025 | Restricted Stock Vesting |
| John M. A. Donelson Officer, SVP, Sales & Chief Marketing Officer | Feb 15, 2024 | 16,073 | $750.00K | Feb 14, 2024 | Vesting of Stock Grant Under Long Term Incentive Plan |
| Daniel B. Poneman Officer, FORMER PRESIDENT AND CEO | Feb 9, 2024 | 215,025 | $11.83M | Feb 12, 2024 | EMPLOYEE STOCK OPTION EXERCISE |
| LLC Kulayba 13% Stockholder | Oct 2, 2023 | 151,276 | $9.04M | Oct 2, 2023 | Series B PFD stock Exhange |
| Thomas Jagodinski Walter Former Director | Aug 31, 2023 | 5,000 | $238.10K | Aug 31, 2023 | Compensation-Restricted Stock Units |
| Thomas Jagodinski Walter Former Director | Aug 22, 2023 | 8,514 | $374.62K | Aug 22, 2023 | Compensation-Restricted Stock Units |
| Thomas Jagodinski Walter Other: Former Director | Aug 17, 2023 | 15,000 | $606.00K | Aug 17, 2023 | Compensation -- Restricted Stock Units |