CloudAlpha Capital Management’s Centrus Energy LEU Stock Holding History

CloudAlpha Capital Management’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	$4.71M	Sell	27,136 -145,164	-84%	-$35M	0.16%	43
2025 Q4	$41.8M	Buy	172,300 +42,867	+33%	+$12.9M	1.97%	16
2025 Q3	$40.1M	Sell	129,433 -153,594	-54%	-$34M	1.44%	18
2025 Q2	$51.8M	Sell	283,027 -103,083	-27%	-$11M	2.69%	14
2025 Q1	$24M	Sell	386,110 -10,892	-3%	-$918K	1.91%	17
2024 Q4	$26.4M	Buy	+397,002	New	+$31M	1.9%	10

Other funds holding LEU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CloudAlpha Capital Management's LEU Position: Q1 2026 in Review

CloudAlpha Capital Management reduced its Centrus Energy (LEU) stake by 84% in Q1 2026, selling an estimated $35M and leaving 27,136 shares worth $4.71M. The position accounts for 0.16% of the portfolio, ranked #43.

CloudAlpha Capital Management first reported a position in LEU in Q4 2024 and has held it in 6 quarters since. The position peaked at $51.8M in Q2 2025. 393 funds tracked by Wall St. Rank hold LEU as of Q1 2026.

CloudAlpha Capital Management held 27,136 shares of Centrus Energy worth $4.71M as of Q1 2026.
CloudAlpha Capital Management sold 145,164 Centrus Energy shares in Q1 2026, an estimated $35M.
Centrus Energy made up 0.16% of CloudAlpha Capital Management's portfolio in Q1 2026, its #43 holding.
CloudAlpha Capital Management first reported a position in Centrus Energy in Q4 2024 and has held it in 6 quarters since.
CloudAlpha Capital Management's Centrus Energy position peaked at $51.8M in Q2 2025.
393 funds tracked by Wall St. Rank held Centrus Energy as of Q1 2026.

Based on CloudAlpha Capital Management's 13F filing for Q1 2026, filed 13 May 2026.