Nuclear & Uranium Stocks 2026: Miners, SMRs & Utilities

NexGen Energy is a development-stage uranium company advancing the Rook I project in the Athabasca Basin of Saskatchewan, Canada, which hosts the Arrow deposit. The company is pre-production and focused on permitting and construction. Uranium resource development is its sole focus. Sub-segment: uranium miner (developer).

Uranium Energy Corp is a US-focused uranium mining and exploration company developing in-situ recovery projects in Texas and Wyoming, with additional assets in Canada and Paraguay. It holds physical uranium and a hub-and-spoke processing model. Uranium production and resource development define the business. Sub-segment: uranium miner.

Energy Fuels is a US uranium producer operating the White Mesa Mill in Utah, the country's only conventional uranium mill, plus in-situ and conventional mining projects. It also processes rare-earth elements and vanadium. Uranium mining and processing are central to the company. Sub-segment: uranium miner.

NuScale Power develops small modular reactor technology and holds US Nuclear Regulatory Commission design approval for its light-water reactor module. The company licenses its design and supplies engineering for SMR deployments. It is pre-commercial with no operating plants. Small modular reactor technology is the company's sole business. Sub-segment: SMR developer.

Centrus Energy supplies enriched uranium and nuclear fuel services to utilities and operates an enrichment facility in Piketon, Ohio licensed to produce high-assay low-enriched uranium (HALEU) used by advanced reactors. Uranium enrichment and fuel supply are the core business. Sub-segment: enrichment and fuel.

Denison Mines is a uranium development and exploration company with projects in the Athabasca Basin of Saskatchewan, including the Wheeler River project and its Phoenix in-situ recovery deposit. It also holds physical uranium and interests in uranium services. Uranium is the entire business. Sub-segment: uranium miner (developer).

Nano Nuclear Energy is an early-stage company developing portable microreactor designs, including its KRONOS and ZEUS concepts, along with nuclear fuel transportation and fabrication initiatives. It is pre-revenue and in the design and development phase, with no operating reactors. Microreactor and nuclear fuel technology define the business. Sub-segment: SMR developer.

IsoEnergy is a uranium exploration and development company with the high-grade Hurricane deposit in the Athabasca Basin and past-producing conventional assets in the US it plans to restart. The company is pre-production and focused on its uranium project pipeline. Uranium is its sole focus. Sub-segment: uranium miner (developer).

Ur-Energy is a US uranium producer operating the Lost Creek in-situ recovery facility in Wyoming and developing the nearby Shirley Basin project. The company mines, processes, and sells uranium concentrate under supply contracts with utilities. Uranium production is its core activity. Sub-segment: uranium miner.

Uranium Royalty Corp is a uranium-focused royalty and streaming company that acquires interests in uranium projects and holds physical uranium. It provides financing to miners in exchange for royalty payments rather than operating mines itself. The business is entirely tied to uranium. Sub-segment: uranium royalty and streaming.

enCore Energy is a US in-situ recovery uranium producer with operations in Texas and projects in New Mexico and other states. It operates central processing plants and sells uranium concentrate to nuclear utilities. Domestic uranium production is the company's central focus. Sub-segment: uranium miner.

Constellation Energy operates the largest fleet of nuclear power plants in the United States and sells carbon-free electricity, including under long-term agreements with technology and data-center customers. It also operates a competitive retail-energy business. Nuclear generation is the largest part of its fleet. Sub-segment: nuclear utility.

Talen Energy is an independent power producer whose largest asset is the Susquehanna nuclear plant in Pennsylvania, alongside natural gas and other generation. It has signed long-term agreements to supply nuclear power to data-center customers. Nuclear generation anchors the company's portfolio. Sub-segment: nuclear utility.

ASP Isotopes is an advanced-materials company producing enriched isotopes using proprietary separation technologies. Through its Quantum Leap Energy subsidiary it is developing high-assay low-enriched uranium (HALEU) enrichment for advanced and small modular reactors. This nuclear-fuel effort is development-stage, and its broader isotope business serves medical and semiconductor markets. Sub-segment: enrichment and fuel.

Lightbridge is a nuclear fuel technology company developing its metallic Lightbridge Fuel design intended to improve performance in existing reactors and small modular reactors. The company is pre-commercial and focused on fuel testing and qualification. Advanced nuclear fuel development is its entire focus. Sub-segment: nuclear fuel technology.

GE Vernova is a diversified energy-equipment company spun off from General Electric, supplying gas, wind, grid, and nuclear technology. Through its GE Hitachi Nuclear Energy joint venture it develops the BWRX-300 small modular reactor and services existing reactors. Nuclear is one segment of a broad power business. Sub-segment: nuclear services and reactors.

Southern Company is a regulated utility holding company serving the southeastern United States through electric and gas subsidiaries. It owns the Vogtle nuclear plant in Georgia, home to the first newly built US reactors in decades. Nuclear is part of a diversified regulated generation fleet. Sub-segment: nuclear utility.

Duke Energy is one of the largest US regulated utilities, serving customers in the Carolinas, Florida, and the Midwest through electric and gas operations. It operates a fleet of nuclear plants in the Carolinas that supply carbon-free baseload power. Nuclear is part of a large generation portfolio. Sub-segment: nuclear utility.

Dominion Energy is a regulated utility serving customers in Virginia, the Carolinas, and other regions, operating electric and gas networks plus nuclear, gas, and renewable generation. Its nuclear stations, including North Anna and Surry, provide carbon-free baseload power. Nuclear is part of a regulated generation mix. Sub-segment: nuclear utility.

Vistra is a US independent power producer and retail electricity provider operating natural gas, nuclear, coal, solar, and battery-storage generation. Its nuclear fleet, acquired through Energy Harbor, supplies carbon-free power under long-term agreements. Nuclear is a meaningful share of a still fossil-weighted generation mix. Sub-segment: nuclear utility.

Public Service Enterprise Group is a New Jersey-based utility holding company operating a regulated electric and gas utility and a nuclear generation fleet, including the Salem and Hope Creek plants. Its nuclear stations supply carbon-free baseload power. Nuclear is a notable part of its generation business. Sub-segment: nuclear utility.

Fermi is a development-stage company building an integrated data-center power campus, Project Matador, designed to combine planned nuclear, natural gas, solar, and storage generation to supply large-scale computing demand. It is pre-revenue, and its nuclear and power projects are planned rather than operating.

NextEra Energy owns Florida Power and Light, a large regulated utility, and NextEra Energy Resources, a major wind and solar generator. It also operates nuclear plants in Florida and other states that supply carbon-free baseload power. Nuclear is a small part of a renewables-led business. Sub-segment: nuclear utility.

Entergy is a US utility that generates and delivers electricity across Arkansas, Louisiana, Mississippi, and Texas, operating several nuclear plants including Arkansas Nuclear One, Grand Gulf, River Bend, and Waterford 3. Nuclear is one part of a regulated generation fleet that also includes natural gas.

Xcel Energy is a US regulated utility serving the Upper Midwest and other regions, operating the Monticello and Prairie Island nuclear plants alongside wind, solar, and natural-gas generation. Nuclear is part of a diversified regulated generation portfolio.

Exelon is a regulated electric and gas utility holding company serving customers across several US states through transmission and distribution businesses. It spun off its nuclear and competitive generation fleet as Constellation in 2022 and no longer owns nuclear plants directly. Sub-segment: regulated utility (formerly nuclear-heavy).

Ameren is a US regulated utility serving Missouri and Illinois that operates the Callaway nuclear plant alongside natural-gas, coal, and renewable generation. Nuclear is one part of a regulated generation portfolio undergoing a long-term shift toward cleaner sources.

DTE Energy is a Michigan-based regulated utility that operates the Fermi 2 nuclear plant along with natural-gas and renewable generation. Nuclear power is one component of its regulated electric generation fleet serving customers across southeastern Michigan. Sub-segment: nuclear utility.

Fluor is a global engineering, procurement, and construction firm serving energy, industrial, and government clients. It has historically held a majority stake in small modular reactor developer NuScale Power and performs nuclear-related engineering and government cleanup work. Nuclear is a portion of a broad engineering portfolio. Sub-segment: nuclear services and engineering.