This Skyrocketing Nuclear Fuel Stock Just Saw a $28 Million Institutional Trim

2026-03-10 19:28:51 ET

Granahan Investment Management cut its position in Centrus Energy (NYSE:LEU) during the fourth quarter, selling 93,425 shares in a transaction estimated at $28.21 million based on average pricing, according to a February 17, 2026, SEC filing.

In a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Granahan Investment Management reported selling 93,425 shares of Centrus Energy during the quarter. The estimated value of the shares sold was $28.21 million, calculated using the average closing price for the period. The fund’s position in Centrus Energy decreased in value by $34.03 million, which includes the impact of share sales and market price changes.

Centrus Energy is a specialized supplier of nuclear fuel and related technical services, leveraging expertise in uranium enrichment and engineering solutions for the global nuclear power sector. The company’s dual-segment structure enables it to capture value from both commodity fuel sales and higher-margin technical services. With a focus on serving regulated utilities and government entities, Centrus Energy maintains a strategic position in the nuclear supply chain, supported by a track record of technical innovation and operational reliability.

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