In this article, we discuss 11 Best Nuclear Energy Stocks to Invest in Right Now.
Last month, President Trump signed an executive order to slash red tape and quadruple the nation’s nuclear capacity, which significantly boosted the US nuclear energy industry. According to the White House, this is done to protect American energy security in the face of growing demand for electricity from data centers powered by artificial intelligence. Small modular reactors (SMRs), which the directive describes as having “a lower initial capital investment, greater scalability, and siting flexibility for locations unable to accommodate more traditional larger reactors,” are given priority in the development process. There are currently SMRs operating elsewhere, particularly in China, but none are operational in the United States as of yet.
In the current geopolitical climate, the strategy also prioritizes domestic nuclear fuel extraction and enrichment to lessen dependency on imports from China and Russia. A global shift toward nuclear power is reflected in the International Atomic Energy Agency’s (IAEA) prediction that global nuclear capacity might increase by up to 2.5 times by 2050.
Reuters reports that President Trump’s state visit will include the signing of a new nuclear power agreement between the United States and Britain. The objective is to attract additional investment and expedite the construction of new plants. The British government is backing Rolls-Royce’s ambitions to construct the nation’s first compact modular reactors and has already committed 19 billion for a new plant at Sizewell C.
Additionally, up to 12 advanced modular reactors are planned to be built in northeast England by the American company X-Energy and the British company Centrica. Under the direction of Holtec International, EDF, and Tritax, another significant project, valued at £11 billion ($15 billion), would convert a former coal plant at Cottam into a location for data centers powered by small modular reactors.
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Our Methodology
We extracted a list of uranium companies using the Finviz screener in order to compile our list of the Top 11 Nuclear Energy Stocks to Invest in Right Now. We evaluated hedge fund sentiment about each stock. Lastly, we arranged these companies in increasing order according to the number of hedge funds that owned shares of each company as of the second quarter of 2025.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
11. Energy Fuels Inc. (NYSE:UUUU)
Number of Hedge Fund Holders: 24
With significant upside potential, Energy Fuels Inc. (NYSE:UUUU) secures a spot on our list of the 11 Best Nuclear Energy Stocks to Invest in Right Now.
A significant milestone for the American producer of uranium and rare earth elements was reached on September 19, 2025, when Energy Fuels Inc. (NYSE:UUUU) hit a new 52-week high of $14.42. The stock’s dramatic upward trajectory over the past year reflects expanding investor confidence in the company’s capacity to profit from the growing demand for nuclear fuel and critical minerals—two essential components in the shift to cleaner energy sources.
This strength builds on the company’s September 4 news that South Korea’s leading motor core maker had successfully turned high-purity neodymium-praseodymium oxide from its White Mesa Mill in Utah into permanent magnets for electric and hybrid automobiles on a commercial scale. This accomplishment strengthened Energy Fuels Inc. (NYSE:UUUU)’s fundamental uranium production capabilities and established the company as a leader in a local “mine-to-magnet” rare earth supply chain.
Together with its subsidiaries, Energy Fuels Inc. (NYSE:UUUU) discovers, develops, and markets heavy mineral sands, rare earth elements, uranium, and vanadium pentoxide throughout the United States. The company has a strategic advantage in the critical-mineral and nuclear fuel supply industries thanks to its broad range of ventures and robust liquidity.
10. Denison Mines Corp. (NYSE:DNN)
Number of Hedge Fund Holders: 27
Denison Mines Corp. (NYSE:DNN) is one of the 11 Best Nuclear Energy Stocks to Invest in Right Now.
On September 3, 2025, Denison Mines Corp. (NYSE:DNN) purchased 485,000 common shares of Foremost Clean Energy Ltd. at $2.20 per share, generating about $1.07 million in funds. This was done to exercise its equity participation right under a modified investor rights agreement.
Following Foremost’s recent share issuances linked to warrant exercises and property payments—particularly the Jean Lake Lithium/Gold Property— Denison Mines Corp. (NYSE:DNN) now retains around 19.17% of Foremost’s outstanding common shares, demonstrating its strategic interest in uranium exploration in the Athabasca Basin of Saskatchewan.
In Canada, Denison Mines Corp. (NYSE:DNN) acquires, explores, and develops uranium-bearing sites. It owns a 95% stake in its flagship Wheeler River uranium project in the northern Saskatchewan Athabasca Basin. It is one of the Best Utility Stocks.
9. Centrus Energy Corp. (NYSE:LEU)
Number of Hedge Fund Holders: 27
With significant upside potential, Centrus Energy Corp. (NYSE:LEU) secures a spot on our list of the 11 Best Nuclear Energy Stocks to Invest in Right Now.
On September 19, 2025, Centrus Energy Corp. (NYSE:LEU) hit a new 52-week high at $265.48. With this achievement, it attracted investor attention, highlighting its robust momentum and market positioning. Furthermore, the company maintains strong liquidity metrics and solid financial health, reflecting investor confidence in its growth trajectory.
As utilities seek to source low-enriched uranium and related products, the milestone demonstrates Centrus Energy Corp. (NYSE:LEU)’s capacity to seize opportunities in the nuclear fuel supply chain. Although valuations seem high, analysts point out that the company is well-positioned for long-term trends due to its expanding nuclear fuel services.
Centrus Energy Corp. (NYSE:LEU) provides nuclear fuel components to the power sector in the US, Belgium, Japan, the Netherlands, and other countries. It supplies utilities with uranium concentrates, conversion services, enriched uranium products, and SWU components through its Low-Enriched Uranium and Technical Solutions segments. It is one of the Best Utility Stocks.
8. NuScale Power Corporation (NYSE:SMR)
Number of Hedge Fund Holders: 30
NuScale Power Corporation (NYSE:SMR) is one of the 11 Best Nuclear Energy Stocks to Invest in Right Now.
On September 15, 2025, RBC Capital initiated coverage on NuScale Power Corporation (NYSE:SMR) with a ‘Sector Perform’ rating and a $35 price target.
Despite recognizing NuScale Power Corporation (NYSE:SMR) as a pioneer in small modular reactor (SMR) technology, RBC assigned the stock a Speculative Risk rating. RBC pointed out that the company is strongly positioned to benefit from the rising demand for always-on sustainable electricity, which could lead to a nuclear comeback. However, RBC noted it would like to see more proof of NuScale’s partnership model scalability before taking a more positive stance.
NuScale Power Corporation (NYSE:SMR) offers SMR technology solutions. Its flagship product, the NuScale Power Module (NPM), is a water-cooled reactor with a 77-megawatt electrical output. It is one of the Best Utility Stocks.
7. BWX Technologies, Inc. (NYSE:BWXT)
Number of Hedge Fund Holders: 52
With significant upside potential, BWX Technologies, Inc. (NYSE:BWXT) secures a spot on our list of the 11 Best Nuclear Energy Stocks to Invest in Right Now.
On September 16, 2025, BWX Technologies, Inc. (NYSE:BWXT) won a $1.5 billion contract from the National Nuclear Security Administration to create domestic uranium enrichment capabilities for defense.
The award tasks BWX Technologies, Inc. (NYSE:BWXT) with building the Domestic Uranium Enrichment Centrifuge Experiment (DUECE) pilot plant at its Nuclear Fuel Services facility in Erwin, Tennessee. The plant will first produce low-enriched uranium before being converted to generate highly enriched uranium for naval propulsion.
To support this, BWX Technologies, Inc. (NYSE:BWXT) has already begun building its Centrifuge Manufacturing Development Facility in Oak Ridge, Tennessee. The company’s extensive history in US nuclear defense programs, consistent revenue growth, and strong financial health support its ability to deliver.
BWX Technologies, Inc. (NYSE:BWXT) manufactures commercial nuclear steam generators, fuel and handling systems, pressure vessels, reactor components, and storage containers for nuclear fuel and waste, operating in the US, Canada, and internationally. It is one of the Best Utility Stocks.
6. Entergy Corporation (NYSE:ETR)
Number of Hedge Fund Holders: 64
Entergy Corporation (NYSE:ETR) is one of the 11 Best Nuclear Energy Stocks to Invest in Right Now.
On September 4, 2025, Jefferies began covering Entergy Corporation (NYSE:ETR) with a ‘Buy’ rating and a $109 price target, calling it the “best-positioned AI load play” in utilities.
Jefferies highlighted Entergy’s 8 GW of power generation already contracted with Meta and Amazon, with an estimated 11–15% EPS CAGR from 2024 to 2030—well above its peers. Entergy Corporation (NYSE:ETR) has another 7 GW reserved and possible Google contracts pending. With standardized CCGTs, key Gulf Coast sites, and nearly 40 years of continuous dividends, Entergy stands out as a regulated utility benefiting from hyperscaler demand.
Entergy Corporation (NYSE:ETR) distributes natural gas and generates, transmits, and sells electricity across Louisiana, Mississippi, Texas, and Arkansas, including New Orleans. It also provides decommissioning services for nuclear plants. It is one of the Best Utility Stocks.
5. PG&E Corporation (NYSE:PCG)
Number of Hedge Fund Holders: 77
With significant upside potential, PG&E Corporation (NYSE:PCG) secures a spot on our list of the 11 Best Nuclear Energy Stocks to Invest in Right Now.
On September 18, 2025, Morgan Stanley upgraded PG&E Corporation (NYSE:PCG) from ‘Underweight’ to ‘Equal Weight’ and raised its price target from $19 to $20.
Earlier downgrades in February were linked to wildfire concerns, but analysts now see a better risk-reward profile due to a replenished fund and PG&E Corporation (NYSE:PCG)’s roughly 50% discount to sector P/E ratios. Although California’s wildfire risk still justifies utility-sector discounts, Morgan Stanley acknowledged improved investment conditions.
PG&E Corporation (NYSE:PCG) serves customers in northern and central California through its Pacific Gas and Electric subsidiary. It produces electricity from nuclear, hydropower, fossil fuels, fuel cells, and solar sources, making it a regulated utility with nuclear exposure. It is one of the Best Utility Stocks.
4. Cameco Corporation (NYSE:CCJ)
Number of Hedge Fund Holders: 77
Cameco Corporation (NYSE:CCJ) is one of the 11 Best Nuclear Energy Stocks to Invest in Right Now.
After Goldman Sachs began covering with a ‘Buy’ rating on September 16, 2025, Cameco Corporation (NYSE:CCJ) rose among nuclear energy stocks, pushing nuclear equities up about 10% in contrast to the S&P 500’s 0.47% increase.
In addition to pointing to triggers like new UF6 contracts that would facilitate the reopening of the Springfields facility in the U.K., Goldman highlighted Cameco Corporation (NYSE:CCJ)’s excellent fundamentals, which include 34.68% revenue growth and strong operational metrics.
As part of larger U.S.-U.K. technology and energy agreements announced prior to President Trump’s visit, the bank also highlighted three small modular reactor agreements for deployment in the U.K., highlighting the rising demand for nuclear fuel around the world. U.S. Cameco Corporation (NYSE:CCJ)’s outlook gained pace when Energy Secretary Wright’s remarks at the International Atomic Energy Agency conference reaffirmed the significance of local uranium and enrichment capacity.
Through its Westinghouse, Fuel Services, and Uranium segments, Cameco Corporation (NYSE:CCJ) supplies uranium for the production of power. It is a well-known brand for investors who follow Nuclear Energy Stocks since it provides uranium and fuel products to nuclear utilities in the Americas, Europe, and Asia. It is one of the Best Utility Stocks.
3. Constellation Energy Corporation (NASDAQ:CEG)
Number of Hedge Fund Holders: 79
With significant upside potential, Constellation Energy Corporation (NASDAQ:CEG)secures a spot on our list of the 11 Best Nuclear Energy Stocks to Invest in Right Now.
Constellation Energy Corporation (NASDAQ:CEG) stood out among nuclear energy stocks on September 8, 2025, when Jefferies increased its price target from $293 to $347 while keeping a ‘Hold’ rating. The price revision takes into account 13 GW of qualifying capacity as well as updated assumptions for its nuclear portfolio.
Previously, Constellation Energy Corporation (NASDAQ:CEG) reported adjusted operating earnings of $1.91 and GAAP earnings of $2.67 per share in the second quarter, which was $0.23 more than the previous year. Its nuclear fleet reached a 94.8% capacity factor, producing over 41 million MWh, and it confirmed a full-year EPS estimate of $8.90 to $9.60. It also carried out $400 million in accelerated share repurchases. Benefits include an annual cash flow of $200 to $300 million from the Calpine transaction beginning the next year.
With over 31,676 megawatts of generating capacity across nuclear, wind, solar, natural gas, and hydroelectric assets, Constellation Energy Corporation (NASDAQ:CEG) is a major participant in nuclear energy stocks and manufactures and markets energy goods and services in the US. It is one of the Best Utility Stocks.
2. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holders: 106
GE Vernova (NYSE:GEV) is one of the 11 Best Nuclear Energy Stocks to Invest in Right Now.
GE Vernova Inc. (NYSE:GEV) rose to prominence among nuclear energy stocks on September 15, 2025, when Melius Research upgraded it from ‘Hold’ to ‘Buy’ with a price target of $740.
The upgrade comes after the company’s share price has risen by around 400% since its spinoff and has returned 177.84% in the last year, helped by $36.62 billion in sales that grew at an 8.45% annual rate. Melius projected that GE Vernova Inc. (NYSE:GEV) might trade at only 20 times its projected earnings by 2028, citing the company’s pricing power and the artificial intelligence sector’s rising power demand as major drivers for future earnings.
Additionally, GE Vernova Inc. (NYSE:GEV) recently sold its Proficy manufacturing software division to TPG for $600 million, and in an effort to streamline operations, it intends to lay off 600 employees around Europe.
A multinational energy company, GE Vernova Inc. (NYSE:GEV), operates in the Americas, the Middle East, Africa, Europe, Asia, and the United States. It is a diversified participant in nuclear energy stocks, operating through the Power, Wind, and Electrification segments and providing onshore and offshore wind solutions in addition to gas, nuclear, hydro, and steam technologies. It is one of the Best Utility Stocks.
1. Vistra Corp. (NYSE:VST)
Number of Hedge Fund Holders: 111
With significant upside potential, Vistra Corp. (NYSE:VST) secures a spot on our list of the 11 Best Nuclear Energy Stocks to Invest in Right Now.
On September 18, 2025, Vistra Corp. (NYSE:VST) drew investor attention after CEO James A. Burke disclosed stock sales worth $9.1 million on September 16–17. The sales coincided with the exercise of 48,000 stock options originally granted in 2016 and 2018 at $14.03 and $19.68 per share. Transactions averaged $212.56–$213.78 per share, slightly below the 52-week high of $217.90. Despite the sale, Burke still directly owns over 227,000 shares and maintains sizeable indirect holdings.
Vistra Corp. (NYSE:VST) operates about 41,000 megawatts of capacity across nuclear, gas, coal, solar, and battery storage assets, serving ~5 million US customers. Its diverse portfolio and strong performance keep it in focus among top nuclear energy stocks. It is one of the Best Utility Stocks.
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