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Investment theme · updated October 18, 2026

Nuclear energy and uranium stocks: prices and rankings

The theme covers nuclear plant operators, uranium and nuclear fuel producers and the companies developing small modular reactors. Power demand from data centers has brought nuclear energy back into investors' focus.

We track 7 companies in nuclear energy. In the last session, on Friday, October 16, 2 of 7 closed higher, and the theme moved -3.23% on a market-cap-weighted basis. The median 1-year return is +40%.

Companies7
Last session-3.23%
1-year return+40%
Median P/E21.9
Median dividend0.62%
Total market cap549.3 B $

The biggest gainers and losers in nuclear energy in the last session

The biggest gains and losses in the latest session, among companies worth more than $2 billion.

The largest companies in nuclear energy

The top 10 companies on each measure.

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#CompanyPriceFriday1 yearMarket capP/EDividend
1GE Vernova LLCGEV · Industrials$867.10-5.77%+87%233.0 B $24.90.19%
2Rolls-Royce Holdings PLCRR · Industrials£12.53+1.56%+41%139.7 B $17.80.75%
3Constellation Energy CorpCEG · Utilities$242.30-3.72%-16%87.5 B $23.00.58%
4Vistra Corp.VST · Utilities$138.50-5.25%-15%46.7 B $20.80.62%
5Fortum OyjFORTUM · Utilities€20.07-1.38%+30%20.9 B $21.93.53%
6BWX Technologies IncBWXT · Industrials$183.00-3.15%+40%16.8 B $48.60.55%
7S N NucleareleSNN · Utilities69.80 lei+0.43%+79%4.7 B $9.05.63%

All stocks in nuclear energy

Sorted by market cap. Each one has its own page with the full analysis.

How we pick the companies in a theme

Each list is put together by hand, from companies that earn a large share of their revenue from the theme or lead it. We review it as the market changes. Only companies we analyze appear on the page.

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Where to buy stocks: recommended brokers

Regulated brokers, with their stock trading fees, minimum deposit and the authority that supervises them.

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Frequently asked questions about stocks in nuclear energy

What are the largest companies in nuclear energy?

By market capitalization, the largest are GE Vernova LLC, Rolls-Royce Holdings PLC and Constellation Energy Corp.

How have stocks in nuclear energy performed over the past year?

The median 1-year return is +40%. In the last session, on Friday, October 16, 2 of 7 companies closed higher, and the theme moved -3.23% on a market-cap-weighted basis.

What dividends do companies in nuclear energy pay?

7 of the 7 companies pay a dividend, with a median yield of 0.62%. The highest yield belongs to S N Nuclearele, at 5.63% a year.

How do you invest in stocks in nuclear energy?

Through an account with a regulated broker: buy the companies you choose or a thematic ETF that holds many of them. Popular themes can swing hard, so it pays not to put all your money in one place.

The data on this page is for information only and is not investment advice. Prices may be delayed.