RPG Investment Advisory Takes $8.76 Million Stake in Centrus Energy
SEC filing reveals RPG Investment Advisory purchased 50,460 shares of Centrus Energy, valuing the stake at $8.76 million as of the quarter end.
RPG Investment Advisory, LLC has initiated a new position in Centrus Energy, purchasing 50,460 shares of the nuclear fuel provider, according to a Securities and Exchange Commission filing dated May 14, 2026. The move introduces exposure to the uranium enrichment sector for the fund, which has historically maintained heavy allocations in major technology stocks including Nvidia, Alphabet, Apple, and Amazon.
The quarter-end value of the position stood at $8.76 million, reflecting share price movements through March 31, 2026. This stake now represents 1.06% of the fund’s 13F reportable assets, distinguishing it from the firm’s existing core holdings which include significant positions in Nvidia, Alphabet, Apple, and Amazon.
Centrus Energy shares were priced at $192.31 as of May 13, 2026, marking a 107.7% increase over the past year. This performance significantly outpaced the S&P 500, which the stock beat by 81.28 percentage points during the same period. The company operates with a market capitalisation of $3.64 billion and reported trailing twelve-month revenue of $452.30 million.
The company supplies low-enriched uranium and technical services to the global nuclear power industry, serving utilities in the United States, Japan, and Belgium. It is currently focused on rebuilding U.S. uranium enrichment capacity, including the production of high-assay low-enriched uranium for next-generation reactors.
Centrus Energy holds a backlog of $3.9 billion extending to 2040, although a portion of this total is contingent on securing public and private investment for new low-enriched uranium production capacity. While the company remained profitable in the first quarter, net income fell from a year earlier as advanced technology costs rose with the enrichment buildout.
Despite the strong share price performance, Centrus Energy was not included in the Motley Fool’s Stock Advisor analyst team’s current list of top 10 recommended stocks. The firm’s value proposition relies on converting customer contracts and federal support into operational production capacity through centrifuge manufacturing and delivery milestones.
The investment by RPG Investment Advisory highlights the growing institutional interest in the specific bottleneck of uranium enrichment, separate from broader nuclear power or mining plays. For investors, the company represents a test of whether U.S. enrichment capacity can be successfully rebuilt through its specific technology and funding path.
