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 project has received Canadian federal environmental approval and a construction license, and the company remains pre-production. Uranium resource development is its sole focus. Sub-segment: uranium miner (developer).

Uranium Energy Corp is a US-focused uranium company running in-situ recovery operations on a hub-and-spoke model, with production underway in South Texas and Wyoming and additional projects in Canada and Paraguay. It also holds physical uranium inventory. Uranium production and resource development define the business. Sub-segment: uranium miner.

X-energy designs advanced high-temperature gas-cooled reactors and manufactures TRISO nuclear fuel through its TRISO-X subsidiary, which is building a fuel campus in Tennessee. The company reports revenue and grant income from its reactor and fuel programs and is developing projects with industrial and utility partners. Sub-segment: SMR developer.

NuScale Power develops small modular reactor technology and holds US Nuclear Regulatory Commission design approval for its light-water reactor module. It commercializes the technology through an exclusive strategic partner and supplies modules and engineering for projects in the United States and Romania. The company has no operating plants. Sub-segment: SMR developer.

Centrus Energy supplies enriched uranium and nuclear fuel services to utilities and operates an enrichment plant in Piketon, Ohio licensed to produce high-assay low-enriched uranium (HALEU) for advanced reactors. It holds a Department of Energy award to expand commercial HALEU capacity and has signed long-term enrichment supply agreements. Sub-segment: enrichment and fuel.

Denison Mines is a uranium company advancing the Wheeler River project in the Athabasca Basin of Saskatchewan, where construction of the Phoenix in-situ recovery mine is underway. It also holds physical uranium and interests in uranium services and other Athabasca properties. Uranium is the entire business. Sub-segment: uranium miner (developer).

Ur-Energy is a US uranium producer operating the Lost Creek in-situ recovery facility in Wyoming and the nearby Shirley Basin operation, which has reached full operations. The company mines, processes, and sells uranium concentrate under supply contracts with utilities. Uranium production is its core activity. 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. Its acquisition of Calpine added a large natural gas fleet, and it is working to restart a retired Pennsylvania reactor. 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.

Mirion Technologies supplies radiation detection, measurement, and monitoring systems to nuclear power plants along with medical, defense, and research customers. Acquisitions have added engineered equipment and compliance services for operating reactors and small modular reactor programs. Nuclear power is a major end market alongside its medical business. Sub-segment: nuclear services and components.

Energy Fuels operates the White Mesa Mill in Utah, the country's only conventional uranium mill, along with in-situ and conventional uranium mining projects. The company also processes rare earth elements, heavy mineral sands, and vanadium, and is expanding its rare earth and magnet operations through acquisitions. Sub-segment: uranium miner.

Uranium Royalty Corp acquires royalty and streaming interests in uranium projects and holds physical uranium rather than operating mines. It has also added cash-flowing soda ash royalties and a large Wyoming land package covering surface and mineral rights, which extends the business beyond uranium. Sub-segment: uranium royalty and streaming.

Nano Nuclear Energy develops portable microreactor designs along with nuclear fuel transportation and fabrication businesses. A construction permit application for its lead microreactor at a university site is under US Nuclear Regulatory Commission review. The company is pre-revenue with no operating reactors and funds development from its cash balance. Sub-segment: SMR developer.

IsoEnergy is a uranium exploration and development company whose core asset is the high-grade Hurricane deposit in the Athabasca Basin of Saskatchewan. It also holds Australian uranium projects and an interest in a US uranium recovery and production venture formed with a partner. The company is pre-production. Sub-segment: uranium miner (developer).

Terrestrial Energy develops a small modular nuclear power plant built around its molten salt reactor design. It holds a ground lease for a deployment site at a Texas university research campus and has signed engineering services agreements to advance plant development. The company is pre-revenue with no operating reactors. Sub-segment: SMR developer.

enCore Energy is a US in-situ recovery uranium producer operating central processing plants and wellfields in South Texas and selling uranium concentrate to nuclear utilities under contract. It is building additional Texas capacity and holds a licensed South Dakota project authorized to begin construction. Domestic uranium is its sole business. Sub-segment: uranium miner.

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.

Curtiss-Wright supplies engineered components to aerospace, defense, and industrial markets, including pumps, valves, and control systems for US naval nuclear propulsion and for commercial reactors. It is producing prototype circulator and reactivity control systems for an advanced gas-cooled reactor design. Nuclear is one part of a diversified portfolio. Sub-segment: nuclear services and components.

Pinnacle West Capital is the parent of Arizona Public Service, a regulated utility that operates the Palo Verde Generating Station and holds an ownership interest in it. Palo Verde is the largest nuclear plant in the United States by electricity output, and nuclear supplies much of the carbon-free power the utility delivers. Sub-segment: nuclear utility.

ASP Isotopes produces enriched isotopes using proprietary separation technologies and serves medical, semiconductor, and industrial customers. Its Quantum Leap Energy subsidiary is developing high-assay low-enriched uranium (HALEU) enrichment for advanced reactors, work that remains at the development stage. The company also holds helium and natural gas assets in South Africa. Sub-segment: enrichment and fuel.

Lightbridge is a nuclear fuel technology company developing a metallic fuel design intended to improve performance in existing reactors and small modular reactors. It works with national laboratories and research institutes on fuel sample irradiation and testing. The company is pre-commercial and has no fuel in commercial use. Sub-segment: nuclear fuel technology.

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.

American Electric Power is one of the largest US regulated utilities, serving customers across the Midwest, Appalachia, and the South through transmission, distribution, and generation businesses. Its Indiana Michigan Power subsidiary owns and operates the Cook nuclear plant, which supplies carbon-free baseload power. Nuclear is a small part of a large portfolio. 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.

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.

Evergy is a regulated utility serving Kansas and Missouri that holds a majority ownership interest in the Wolf Creek nuclear plant alongside coal, natural gas, wind, and solar generation. It has agreed to study siting an advanced reactor in its service territory. Nuclear is one part of a regulated generation portfolio. Sub-segment: nuclear utility.

Fluor is a global engineering, procurement, and construction firm serving energy, industrial, and government clients. Its nuclear work includes engineering for advanced reactor projects in the United States and Europe along with government cleanup contracts, and it holds a minority stake in small modular reactor developer NuScale Power. Sub-segment: nuclear services and engineering.

Fermi is developing an integrated power and data-center campus in Texas designed to combine natural gas, nuclear, solar, and storage generation for large computing customers. It has signed its first anchor data-center lease and is installing gas turbines, while its nuclear units remain planned rather than built. Sub-segment: nuclear utility (planned).