In this article, we will discuss: Jim Cramer’s Hottest Nuclear Energy Stock Picks, Hits & Misses: Top 5 Stocks. For more stocks, you can head to Jim Cramer’s Hottest Nuclear Energy Stock Picks, Hits & Misses.
5. NexGen Energy Ltd. (NYSE:NXE)
Number of Hedge Fund Holdings in Q2 2025: 40
Number of Hedge Fund Holdings in Q4 2025: 37
Performance Since Cramer’s Remarks: 30%
Date/Month of Cramer’s Remarks: October 8th, 2025
NexGen Energy Ltd. (NYSE:NXE) is a Canadian uranium mining company. Its shares are up by 120% over the past year and by 30% since Craer discussed the firm on Mad Money. NexGen Energy Ltd. (NYSE:NXE) started 2026 on a strong note as the stock surged by 51% in January. The stock closed 11% higher on January 2nd after uranium miner Denison Mines revealed that it was ready to build a uranium mine in Canada. NexGen Energy Ltd. (NYSE:NXE)’s stock closed 7% lower on March 3rd after the firm’s fourth quarter earnings report. The firm’s full-year net loss sat at C$309 million, which was wider than the year ago net loss of C$77.6 million. Key to NexGen Energy Ltd. (NYSE:NXE)’s performance is its Rook 1 uranium project in Canada, which has the potential to become one of the biggest uranium mines in the world. Cramer discussed the firm in October as he remarked:
“NXE’s had a really, really big move. Why don’t you do this? Why don’t you know, no doubt, you probably have your, the cost basis as well below this. Take out your cost basis tomorrow, and then you can let it run.”
4. Centrus Energy Corp. (NYSE:LEU)
Number of Hedge Fund Holdings in Q4 2024: 22
Number of Hedge Fund Holdings in Q4 2025: 35
Performance Since Cramer’s Remarks: 47%
Date/Month of Cramer’s Remarks: May 27th, 2025
Centrus Energy Corp. (NYSE:LEU) is a uranium provider that sells different kinds of uranium products to nuclear power generation companies. Its shares are up by 156% over the past year and by 47% since Cramer discussed them in October. Centrus Energy Corp. (NYSE:LEU)’s stock closed 15% lower on November 5th after the firm reported its third quarter earnings report. The results saw the firm report $74.9 million in revenue and $0.19 in diluted earnings per share to miss analyst estimates of $80.4 million and $0.36. Centrus Energy Corp. (NYSE:LEU)’s shares had closed 7% higher on June 4th last year. On the same day, Bank of America commenced coverage to set a $160 share price target and a Buy rating for the shares. In its coverage, BofA had pointed towards Centrus Energy Corp. (NYSE:LEU)’s potential as being the only publicly traded company dealing in enriched uranium. Here’s what Cramer had said about the firm on Mad Money:
“What a horse. Okay, nuclear power… people just believe nuclear power, no matter what. Now, I think that’s fine, but I suggest that you calm down and you buy GE Vernova, which has been such an up stock and also has nat gas.”
3. Oklo Inc. (NYSE:OKLO)
Number of Hedge Fund Holdings in Q4 2024: 27
Number of Hedge Fund Holdings in Q4 2025: 36
Performance Since Cramer’s Remarks: 63%
Date/Month of Cramer’s Remarks: February 24th, 2025
Oklo Inc. (NYSE:OKLO) is an American company developing nuclear fission power plants. Its shares are up by 101% over the past year and by 63% since Cramer discussed them in February. While Oklo Inc. (NYSE:OKLO)’s stock surged by a whopping 389% between March and mid-October, Cramer continued to advise caution. A major factor that drove the CNBC TV host’s opinion was his belief that Oklo Inc. (NYSE:OKLO) did not have a clear timeline when it came to delivering its nuclear power plants. As opposed to the firm, he continued to vouch for GE Vernova stock. Since mid-October, Oklo Inc. (NYSE:OKLO)’s shares are down by 65%. Media reports suggest that the timelines for its project deliveries and losses are some of the factors driving the pessimism. Here’s what Cramer had said about the firm in February 2025:
“We really don’t need the, if we don’t want them, you know. I’ll tell you what we really don’t need, we don’t need the nuclear fission through Oklo. A total fan favorite. That’s one of the most speculative stocks out there… It’s frightening when you own a stock because of quantum computing prospects and then those hopes are dashed by an authoritative expert.”
2. BWX Technologies, Inc. (NYSE:BWXT)
Number of Hedge Fund Holdings in Q4 2024: 55
Number of Hedge Fund Holdings in Q4 2025: 64
Performance Since Cramer’s Remarks: 92%
Date/Month of Cramer’s Remarks: February 27th, 2025
BWX Technologies, Inc. (NYSE:BWXT) is a nuclear power generation equipment manufacturer. Its shares are up by a strong 104% over the past year and by 92% since Cramer discussed the firm on Mad Money. While the CNBC TV host commented that he was “done” with nuclear, the market had other thoughts, as is evident by the performance of BWX Technologies, Inc. (NYSE:BWXT)’s stock. One notable day for the stock was August 5th, when the stock closed a whopping 17.7% higher. The firm had posted its earnings for the second quarter on August 4th with $764 million in revenue and $1.02 in adjusted earnings per share to beat analyst estimates of $0.79 and $708 million. Earlier this year, BWX Technologies, Inc. (NYSE:BWXT)’s shares closed 3% higher on February 24th. On the 23rd, the firm had reported its fourth quarter earnings with its $885 million revenue and $1.08 in earnings to beat analyst estimates of $847 million and $0.88. Here’s what Cramer had said about BWX Technologies, Inc. (NYSE:BWXT) on February 27th, 2025:
“That’s nuclear. You know, look, the bloom is off the rose. Nuclear, it was never really there. We don’t have any sort of initiative that really makes nuclear the right thing. Small modular nuclear power’s still not happening. It’s going to be 2033 before we see anything new in nuclear and that is just too far for me. But I’m telling the truth now. I mean, I’m, I’m done with it. I, I don’t wanna hear about it anymore.”
1. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holdings in Q3 2024: 89
Number of Hedge Fund Holdings in Q4 2025: 115
Performance Since Cramer’s Remarks: 108%
Date/Month of Cramer’s Remarks: January 22nd, 2025
GE Vernova Inc. (NYSE:GEV) makes and sells power generation equipment such as nuclear reactors. Its shares are up by 152% over the past year and by 108% since Cramer discussed the firm on January 22nd. GE Vernova Inc. (NYSE:GEV) has become one of the CNBC TV host’s top stock recommendations, particularly when it comes to nuclear stocks. Apart from the firm, he has been hesitant to recommend any other nuclear stock and has also cited GE Vernova Inc. (NYSE:GEV)’s nuclear plant delivery estimates as being a key factor behind his optimism. The shares closed 15.6% higher on December 10th after the firm raised its multi-year revenue and free cash flow outlook. In January 2025, Cramer recalled asking GE Vernova Inc. (NYSE:GEV) CEO to not hold him back when it came to being enthusiastic about the firm and mentioned the revival of nuclear plants in South Carolina:
“There’s going to be a renaissance. And it’s ahead of schedule. I asked him, I said listen, don’t do this to me, I’m going to go all heavy on this ship. I don’t, hold me back, hold me back. . . . It is a nuclear renaissance and it is now.
“[on South Carolina] And that’s going to be them. They have the capability of bringing these back online. And it’s cause of the data centers. This is a real good story.”
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