+2.58%
last session
CEG is gaining traction as investors seek nuclear exposure; recent analyst calls praise its outperformance and long...
Sourcezacks.com - Jun 18
Nuclear Energy Stocks
EnergyInfrastructure
Nuclear power operators, uranium miners, SMR developers, and fuel services as reactors return to the energy mix. The universe is dominated by Merchant Nuclear (47%) and Nuclear Utilities (43%), underperforming SPY by 7.0 percentage points YTD.
YTD Return
+2.3%
-7.0 pts vs SPY
8 of 23 beat SPY
1-Month Return
+5.7%
+5.1 pts vs SPY
Universe Size
23 Stocks
Curated theme basket
Market Cap
$1T
Total capitalization
Theme Performance
Nuclear Energy Stocks Performance vs SPY and QQQ
Track Nuclear Energy Stocks without checking every day
Weekly updates on performance, valuation changes, and key movers.
Theme Composition
Nuclear Energy Stocks Breakdown
Composition last reviewed
As of Jun 1, 2026
Categories reflect each company's primary theme role. Some companies may have exposure to multiple segments.
Theme Overview
Nuclear Energy Stocks Overview
A summary of how the theme breaks down across business segments and where concentration risk lives.
Selected Stocks
23
in theme
Total Market Cap
$1T
combined
Highly Concentrated
The top 2 segments (Merchant Nuclear & Nuclear Utilities & Uranium Miners & Other segments) represent 89.7% of this theme by market cap.
Top Nuclear Energy Stocks Stocks
Top Nuclear Energy Stocks Stocks by Segment, Performance, and Valuation
GEV
GE Vernova Inc.
Price$1,109.73
Mkt Cap-
YTD+63.3%
Rev G10.2%
SO
The Southern Company
Price$93.09
Mkt Cap-
YTD+6.8%
Rev G8.3%
CEG
Constellation Energy Corporation
Price$274.06
Mkt Cap-
YTD-25.2%
Rev G23.4%
DUK
Duke Energy Corporation
Price$123.86
Mkt Cap-
YTD+5.5%
Rev G7.6%
AEP
American Electric Power Company, Inc.
Price$127.69
Mkt Cap-
YTD+10.3%
Rev G8.3%
D
Dominion Energy, Inc.
Price$68.40
Mkt Cap-
YTD+15.5%
Rev G17.1%
VST
Vistra Corp.
Price$163.75
Mkt Cap-
YTD-0.9%
Rev G-25.5%
ETR
Entergy Corporation
Price$111.11
Mkt Cap-
YTD+18.4%
Rev G11.4%
EXC
Exelon Corporation
Price$45.81
Mkt Cap-
YTD+4.3%
Rev G4.6%
CCJ
Cameco Corporation
Price$106.49
Mkt Cap-
YTD+8%
Rev G11%
| # | Chart (YTD) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | GEV GE Vernova Inc. | $1,109.73 | $298.21B | +63.3% | +9.6% | 62.7 | 10.2% | |
| 2 | SO The Southern Company | $93.09 | $104.94B | +6.8% | -0.7% | 23.7 | 8.3% | |
| 3 | CEG Constellation Energy Corporation | $274.06 | $98.99B | -25.2% | +4.6% | 37.0 | 23.4% | |
| 4 | DUK Duke Energy Corporation | $123.86 | $96.56B | +5.5% | +0.8% | 19.6 | 7.6% | |
| 5 | AEP American Electric Power Company, Inc. | $127.69 | $69.48B | +10.3% | +0% | 19.2 | 8.3% | |
| 6 | D Dominion Energy, Inc. | $68.40 | $60.12B | +15.5% | +1.2% | 19.8 | 17.1% | |
| 7 | VST Vistra Corp. | $163.75 | $55.21B | -0.9% | +19.7% | 74.1 | -25.5% | |
| 8 | ETR Entergy Corporation | $111.11 | $50.87B | +18.4% | +1.4% | 28.4 | 11.4% | |
| 9 | EXC Exelon Corporation | $45.81 | $46.87B | +4.3% | +4.2% | 16.7 | 4.6% | |
| 10 | CCJ Cameco Corporation | $106.49 | $46.37B | +8% | +1.3% | 111.6 | 11% |
Showing 10 of 23 stocks
Daily Intelligence
Yesterday in Nuclear Energy Stocks
Key headlines and stock-level catalysts from the last trading session.
Markets closed - showing last session.
The next recap publishes after Jun 22, 2026 market close.
Session Brief
Jun 19, 2026Nuclear sector benefits from clean‑energy push, rising uranium demand, and U. S. federal incentives.
Key Drivers
Stock-Level Catalysts
Sentiment reflects catalyst narrative, not price direction - a stock can close lower while the fundamental driver is bullish.
+5.8%
last session
GE Vernova shares surged after a new analyst issued a bullish coverage note citing strong earnings outlook and a st...
Sourcefool.com - Jun 18
+4%
last session
Oklo shares fell after a sharp 18% YTD correction, but the company secured a letter of intent with Centrus to suppl...
Sourcefool.com - Jun 18
+13.13%
last session
NuScale’s recent contract to complete final design work and the launch of E2 educational centers are driving SMR’s...
Sourcefool.com - Jun 18
+8.37%
last session
Energy Fuels’ shares surged after the U.S. government announced a $725 million conditional loan to support domestic...
Sourcefool.com - Jun 18
Updated after market close
Jun 19, 2026
Valuation Pulse
Are Nuclear Energy Stocks cheap or expensive right now?
DCF valuations and Wall Street ratings across the theme.
Data as of Jun 21, 2026 (EOD)
23 stocks in theme - 15 with full coverage
DCF Valuation
(Intrinsic Value)15
of 23
covered
Undervalued
3(20%)
Fair Value
5(33%)
Overvalued
7(47%)
Top DCF Upside (Undervalued Only)
View allWall Street Consensus
(Price Targets)22
of 23
covered
Buy / Strong Buy
17(77%)
Hold
5(23%)
Sell / Strong Sell
0(0%)
Coverage Snapshot
Consensus is based on 22 stocks with analyst price targets. DCF analysis is based on 15 stocks with intrinsic value estimates.
Valuation Distribution
(21 covered stocks)Theme Valuation Score
2.1
Cheap
Scale: 1 (Cheap) to 5 (Expensive)
1
Bargain
5 stocks (24%)
>= +30%
2
Cheap
9 stocks (43%)
+10% to +30%
3
Fair
6 stocks (29%)
-10% to +10%
4
Expensive
1 stocks (5%)
-25% to -10%
5
Very Expensive
0 stocks (0%)
<= -25%
Valuation score blends Wall Street target upside at 65% weight and DCF upside at 35% weight when both are available; single-source covered stocks use the available signal. Higher score means more expensive.
Earnings Calendar
Upcoming Earnings in Nuclear Energy Theme
Companies reporting in the next 30 days. Earnings dates and estimates can change as reports approach.
No earnings scheduled
No earnings scheduled in the next 30 days.
Earnings calendar updates as reporting dates are confirmed.
Research & Methodology
How to evaluate Nuclear Energy Stocks
Methodology, investment thesis, and key risks for this theme.
Show DetailsHide Details
Research & Methodology
How to evaluate Nuclear Energy Stocks
Methodology, investment thesis, and key risks for this theme.
How we evaluate these stocks
Our methodology
We separate nuclear utilities, uranium miners, reactor technology companies, engineering firms, and fuel-cycle suppliers. The page weighs cash flow, contract visibility, regulatory status, and project risk.
- Nuclear exposure must be material to the thesis
- Utilities, uranium, SMRs, and services are separated
- Contract visibility and balance-sheet strength matter
- Pre-commercial reactor names are treated as higher risk
- Valuation is checked against policy and construction risk
Investment thesis
Why this theme exists
Nuclear power is gaining attention as a reliable, carbon-free source of electricity for grids, industry, and data centers. The investable universe spans operators, fuel, services, and new reactor technologies.
- AI data centers increase demand for firm clean power
- Uranium benefits from long-term contracting cycles
- Existing nuclear plants can provide durable cash flow
- SMRs offer upside if commercialization improves
- Energy security supports policy interest in nuclear
Key risks
What could go wrong
Nuclear investing combines long-term demand with heavy regulation and construction complexity. Project delays, cost overruns, fuel cycles, and pre-revenue technology risk can reshape returns.
- Permitting and regulatory timelines can stretch for years
- Construction cost overruns can damage returns
- Uranium prices can be volatile between contract cycles
- SMR companies may need capital before revenue
- Political support can vary by region and election cycle
FAQ
Frequently asked questions
Common questions investors have about the Nuclear Energy Stocks theme.
01What are nuclear energy stocks?
Companies whose revenue or earnings are materially driven by nuclear power generation, uranium mining and enrichment, small modular reactor development, or nuclear engineering services. Includes merchant power generators (CEG, VST), regulated utilities with nuclear fleets (ETR, DUK), uranium miners (CCJ, UEC), SMR developers (OKLO, SMR), and nuclear services companies (BWXT, LEU).
02What is the best nuclear energy stock to invest in?
Constellation Energy (CEG) is the largest pure-play merchant nuclear operator in the US, with hyperscaler PPAs providing revenue visibility. Cameco (CCJ) is the highest-quality uranium miner with a low cost of production and long-term contract book. OKLO and NuScale (SMR) are higher-risk SMR pure-plays for investors willing to accept pre-revenue option exposure.
03Why are tech companies signing nuclear power deals?
AI data centers demand massive quantities of reliable, 24/7 carbon-free electricity — the one thing wind and solar cannot guarantee. Nuclear operates at 90%+ capacity factor year-round, making it the only scalable firm clean power source at the required scale. Microsoft restarted Three Mile Island; Google signed an SMR agreement with Kairos Power; Amazon acquired nuclear-adjacent data center capacity. These PPAs create a durable new revenue stream that operators had not had access to before.
04What is a small modular reactor (SMR) and why does it matter for investors?
SMRs are nuclear reactors with electrical output below 300 MW, designed for factory manufacturing and modular deployment rather than one-off construction. The promise: lower upfront capital, faster build time, and scalable deployment at data center campuses or industrial sites. The risk: no SMR design has yet been built at commercial scale in the US, so construction cost and timeline remain unproven. OKLO, NNE, and SMR are the primary public investment vehicles.
05How does uranium price affect nuclear energy stocks?
Uranium miners are directly leveraged: every $10 move in spot uranium per pound can shift miner margins by 20-40%. Reactor operators are partially insulated — they buy uranium years in advance under long-term contracts, so spot spikes take time to flow through to fuel costs. The current market is in structural deficit with Kazakhstan supply constraints — a tailwind for miners that could persist for several years.
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