LEU
Centrus Energy Corp. · Energy · Uranium
Señales de momentum (gestores comparables):
amplitud de titulares -7.7% ·
flujo de acciones +3.0% ·
nuevas posiciones netas -8.3%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 105 | 0 | 10.69M | $1.79B | +7 | −7 |
| Q1 2026 | 108 | -12 | 10.12M | $1.76B | +5 | −17 |
| Q4 2025 | 120 | +1 | 11.50M | $2.79B | +1 | — |
| Q3 2025 | 19 | +1 | 5.50M | $1.71B | +2 | −1 |
| Q2 2025 | 15 | 0 | 5.19M | $951.46M | +1 | −1 |
| Q1 2025 | 12 | -1 | 2.05M | $127.77M | +1 | −2 |
| Q4 2024 | 13 | +3 | 1.99M | $132.86M | +3 | — |
| Q3 2024 | 9 | +1 | 918.45K | $50.38M | +1 | — |
| Q2 2024 | 8 | — | 1.09M | $46.77M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 786.25K | +6.2% | $48.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 338.52K | +4.0% | $21.06M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 338.52K | +4.0% | $21.06M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Soros Fund Management ✦ | 233.31K | +4.9% | $14.51M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 216.22K | -0.9% | $13.45M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 216.22K | -0.9% | $13.45M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 127.42K | +59.5% | $7.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 106.82K | +22.2% | $6.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 80.77K | +241.8% | $5.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 80.77K | +241.8% | $5.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Wellington Management ✦ | 54.72K | +4.9% | $3.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wellington Management ✦ | 54.72K | +4.9% | $3.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wellington Management ✦ | 54.72K | +4.9% | $3.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wellington Management ✦ | 54.72K | +4.9% | $3.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bridgewater Associates ✦ | 44.30K | +6.1% | $2.76M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Millennium Management ✦ | 32.48K | +21.9% | $2.02M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 29.55K | Nuevo | $1.84M | 0.0% | New | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 3.33K | -9.9% | $207,096 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 3.33K | -9.9% | $207,096 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 3.33K | -9.9% | $207,096 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 3.33K | -9.9% | $207,096 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 3.33K | -9.9% | $207,096 | 0.0% | ▼ Trim | 4 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Gotham Asset Management | $1.84M | 0.0% |
Posición cerrada
| Point72 Asset Management | $8.56M | era 0.0% |
| D. E. Shaw & Co. | $2.96M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 2.15M acciones, $4.36M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.