Total Wealth Planning & Management’s Centrus Energy LEU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$244K Buy
+1,453
New +$272K 0.16% 186
2026
Q1
– Sell
-1,879
Closed -$456K – 230
2025
Q4
$456K Buy
+1,879
New +$567K 0.34% 90
2025
Q2
$453K Buy
+6,700
New +$715K 0.37% 93

Other funds holding LEU

Total Wealth Planning & Management's LEU Position: Q2 2026 in Review

Total Wealth Planning & Management opened a new position in Centrus Energy (LEU) in Q2 2026: 1,453 shares worth $244K. The stake represents 0.16% of the portfolio and ranks #186 among its holdings. This is a return to the name: Total Wealth Planning & Management previously reported a position in LEU as recently as Q4 2025.

Total Wealth Planning & Management first reported a position in LEU in Q2 2025 and has held it in 3 quarters since. The position peaked at $456K in Q4 2025. 379 funds tracked by Wall St. Rank hold LEU as of Q2 2026.

  • Total Wealth Planning & Management held 1,453 shares of Centrus Energy worth $244K as of Q2 2026.
  • Centrus Energy was a new Total Wealth Planning & Management position in Q2 2026.
  • Centrus Energy made up 0.16% of Total Wealth Planning & Management's portfolio in Q2 2026, its #186 holding.
  • Total Wealth Planning & Management first reported a position in Centrus Energy in Q2 2025 and has held it in 3 quarters since.
  • Total Wealth Planning & Management's Centrus Energy position peaked at $456K in Q4 2025.
  • 379 funds tracked by Wall St. Rank held Centrus Energy as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.