Carson Wealth (CWM LLC)
LEU icon

Carson Wealth (CWM LLC)’s Centrus Energy LEU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LEU Stock Details LEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$173K Sell
996
-1,105
-53% -$267K ﹤0.01% 2848
2025
Q4 		$510K Buy
2,101
+95
+5% +$28.7K ﹤0.01% 1905
2025
Q3 		$622K Buy
2,006
+1,139
+131% +$252K ﹤0.01% 1681
2025
Q2 		$159K Buy
867
+482
+125% +$51.5K ﹤0.01% 2369
2025
Q1 		$24K Buy
385
+194
+102% +$16.3K ﹤0.01% 3539
2024
Q4 		$13K Buy
191
+52
+37% +$4.06K ﹤0.01% 3714
2024
Q3 		$8K Buy
139
+7
+5% +$293 ﹤0.01% 3890
2024
Q2 		$6K Buy
132
+5
+4% +$221 ﹤0.01% 3789
2024
Q1 		$5K Sell
127
-95
-43% -$4.36K ﹤0.01% 3670
2023
Q4 		$12K Hold
222
– – ﹤0.01% 3085
2023
Q3 		$13K Buy
222
+100
+82% +$4.31K ﹤0.01% 2984
2023
Q2 		$4K Buy
122
+15
+14% +$464 ﹤0.01% 3537
2023
Q1 		$3K Buy
107
+100
+1,429% +$3.84K ﹤0.01% 3527
2022
Q4 		$0 Hold
7
– – ﹤0.01% 4121
2022
Q3 		$0 Hold
7
– – ﹤0.01% 4066
2022
Q2 		$0 Buy
+7
New +$193 ﹤0.01% 3965

Other funds holding LEU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LEU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Centrus Energy (LEU) stake by 53% in Q1 2026, selling an estimated $267K and leaving 996 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #2848.

Carson Wealth (CWM LLC) first reported a position in LEU in Q2 2022 and has held it in 16 quarters since. The position peaked at $622K in Q3 2025. 393 funds tracked by Wall St. Rank hold LEU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 996 shares of Centrus Energy worth $173K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,105 Centrus Energy shares in Q1 2026, an estimated $267K.
  • Centrus Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2848 holding.
  • Carson Wealth (CWM LLC) first reported a position in Centrus Energy in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Centrus Energy position peaked at $622K in Q3 2025.
  • 393 funds tracked by Wall St. Rank held Centrus Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.