Centrus Energy SEC Filings

Centrus Energy Corp. reported that it plans a major expansion of its Technology & Manufacturing Center in Oak Ridge, Tennessee, transitioning the facility into a high-rate manufacturing plant. The company plans to create over 400 new direct jobs and invest more than $560 million in Anderson County, Tennessee, over the next several years. This expansion is described in a press release dated January 23, 2026, which is attached as an exhibit to the filing.

D. E. Shaw investment entities reported a significant passive stake in Centrus Energy Corp. Class A common stock. As of the event date, they beneficially owned up to 973,718 shares, representing 5.6% of the outstanding Class A shares, with shared voting and dispositive power and no sole authority.

D. E. Shaw & Co., L.P. and D. E. Shaw & Co., L.L.C. hold these shares through various affiliated portfolios, including positions and call options in entities such as D. E. Shaw Valence, Oculus, Cogence, Composite Portfolios, and D. E. Shaw Investment Management. David E. Shaw is reported as a beneficial owner through his control of the advisory and managing entities but does not own any shares directly and disclaims beneficial ownership.

The filing notes that D. E. Shaw & Co., L.L.C. had previously fallen below the 5% threshold after October 16, 2025 and again became a more‑than‑5% holder on January 7, 2026. The reporting persons certify the holdings are not for the purpose of changing or influencing control of Centrus Energy.

Centrus Energy Corp. reported that it has begun domestic centrifuge manufacturing to support commercial low-enriched uranium (LEU) enrichment at its Piketon, Ohio facility. The company plans to use this capability as part of a multi-billion-dollar uranium enrichment expansion aimed at serving a growing backlog of $2.3 billion in contingent LEU sales under U.S. and international customer contracts. Centrus also stated it is targeting future commercial-scale production of high-assay, low-enriched uranium.

The initiative is expected to create about 1,000 construction jobs and 300 new operations jobs in Ohio, along with hundreds of new direct jobs at Centrus’ centrifuge manufacturing plant in Tennessee and thousands more indirect jobs in both states and across the country.

Centrus Energy Corp. has filed a Form 25 to remove its Class A common stock and associated rights to purchase Series A Participating Cumulative Preferred Stock from listing and registration on the NYSE American under Section 12(b) of the Securities Exchange Act of 1934. This step means the company’s common shares and the related rights will no longer trade on that exchange once the process is completed, which can affect how easily investors can buy and sell the stock and may reduce market visibility. The notification is signed by the company’s Senior Vice President, Chief Financial Officer, and Treasurer, confirming the company believes it meets the requirements for this type of filing.

Centrus Energy Corp. reported an insider equity transaction involving its President and CEO, who is also a director. On December 4, 2025, 4,000 restricted stock units (RSUs) granted on January 1, 2024 vested and were settled in shares of Class A common stock at an exercise price of $0, increasing his directly held stake to 6,196 shares before tax withholding.

On the same date, 1,804 Class A shares were surrendered back to Centrus Energy at a price of $278.63 per share to cover tax withholding obligations, leaving the executive with 4,392 directly owned shares after the transaction. The RSU award continues to vest annually in 4,000-share increments each December from 2024 through 2028, subject to continued employment, with 12,000 RSUs remaining beneficially owned after this vesting event.

Centrus Energy Corp. reported that the New York Stock Exchange has approved transferring the listing of its Class A common stock and associated rights to purchase Series A participating cumulative preferred stock from NYSE American to the NYSE. The shares and rights will continue to trade under the ticker symbol “LEU”.

The company expects trading on the NYSE to begin on December 4, 2025, and the securities will keep trading on NYSE American as LEU until the transfer is complete. Centrus also issued a press release about the transfer, which is included as an exhibit to the report.

State Street Corporation filed a Schedule 13G disclosing beneficial ownership of 5.1% of Centrus Energy Corp. (LEU) common stock as of 09/30/2025, totaling 890,766 shares.

The filing reports shared voting power over 844,591 shares and shared dispositive power over 890,766 shares, with no sole voting or dispositive power. Subsidiaries involved include SSGA Funds Management, Inc., State Street Bank and Trust Company, and State Street Global Advisors entities.

State Street certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Centrus Energy Corp. (LEU) established an at-the-market offering program, allowing it to sell, from time to time at its discretion, shares of Class A common stock with an aggregate offering price of up to $1,000,000,000. Sales may be made as an “at the market offering” under Rule 415 through or to Barclays, Citigroup, UBS, Evercore, B. Riley, Guggenheim Securities, MUFG, William Blair, Lake Street, and Northland as sales agents.

The company will pay a 1.50% commission on gross sales proceeds to the sales agents and is not obligated to sell any shares. The program ends upon sale of all registered shares or earlier termination under the agreement. The shares will be offered under Centrus’s Form S-3 (File No. 333-291305), which became automatically effective pursuant to Rule 462(e), and a prospectus supplement dated November 6, 2025.

Centrus Energy Corp. launched an at-the‑market offering of up to $1,000,000,000 of Class A Common Stock, to be sold from time to time through Barclays, Citi, UBS, Evercore, B. Riley, Guggenheim, MUFG, William Blair, Lake Street, and Northland as sales agents or principals. Sales may occur on the NYSE American (symbol LEU) or via negotiated transactions under a new Sales Agreement, replacing the prior ATM program.

The Agents will receive a 1.5% commission on gross sales and may be deemed underwriters. Centrus intends to use net proceeds for general working capital and corporate purposes, including technology investment, debt repayment or repurchase, capital expenditures, and potential acquisitions. The last reported sale price was $325.73 per share on November 5, 2025. Shares outstanding could reach up to 20,562,859, assuming sales at that price; this is a baseline figure, not the amount being offered.