Barron’s: Stocks Powering the Nuclear Resurgence
August 05, 2025
Read Time 2 MIN
Nuclear energy is stepping into the spotlight as the global push for low-carbon energy accelerates. It’s earning the backing of some of the world’s most prominent tech companies, including Amazon, Alphabet and Meta, as a reliable and scalable energy source.
A recent Barron’s article, Nuclear Power Is Going Mainstream. These Stocks Stand to Benefit, highlights how this shift is driving performance in nuclear-related stocks and offers a closer look at several names building momentum thus far in 2025.
Nuclear Stock Highlights
- Oklo (4.30% of NLR assets) is developing advanced nuclear reactors designed to be smaller, faster to deploy and highly efficient. It has surged over 250% this year.
- BWX Technologies (6.03% of NLR assets), a U.S.-based nuclear tech and defense firm, recently hit a record high.
- Public Service Enterprise Group (5.84% of NLR assets), a New Jersey utility operating three nuclear plants, offers a more conservative angle, combining growth potential with a 3% dividend yield.
How to Find Diversified Nuclear Energy Exposure
For investors looking to tap into this trend, Barron’s focuses on the VanEck Uranium and Nuclear Energy ETF (NLR). The fund includes a balanced mix of holdings, from emerging players like Oklo to utilities and technology leaders.
Nuclear Power Is Going Mainstream. These Stocks Stand to Benefit.
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DISCLOSURES
Data as of 7/25/2025 unless otherwise indicated.
VanEck assumes no liability for the content of any linked third-party site, and/or content hosted on external sites.
Any securities or companies referenced herein are for illustrative purposes only. Fund holdings will vary. For a complete list of holdings in the VanEck Uranium and Nuclear Energy ETF (NLR) as of the most recent date, please visit NLR holdings.
This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities, financial instruments or digital assets mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, tax advice, or any call to action. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results, are for illustrative purposes only, are valid as of the date of this communication, and are subject to change without notice. Actual future performance of any assets or industries mentioned are unknown. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the author(s), but not necessarily those of VanEck or its other employees.
An investment in the Fund may be subject to risks which include, but are not limited to, risks related to investments in nuclear energy companies, energy sector, utilities sector, industrials sector, special risk considerations of investing in Asian, Canadian, European and Australian issuers, foreign securities, foreign currency, emerging market issuers, depositary receipts, small- and medium-capitalization companies, cash transactions, equity securities, market, operational, index tracking, authorized participant concentration, no guarantee of active trading market, trading issues, passive management, fund shares trading, premium/discount and liquidity of fund shares, issuer-specific changes, non-diversified, index-related concentration and high portfolio turnover risks, all of which may adversely affect the Fund. Emerging market issuers and foreign securities may be subject to securities markets, political and economic, investment and repatriation restrictions, different rules and regulations, less publicly available financial information, foreign currency and exchange rates, operational and settlement, and corporate and securities laws risks. Foreign investments are subject to risks, which include changes in economic and political conditions, foreign currency fluctuations, changes in foreign regulations, and changes in currency exchange rates that may negatively impact the Fund's return. Small- and medium-capitalization companies may be subject to elevated risks.
Investing involves substantial risk and high volatility, including possible loss of principal. An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contains this and other information, call 800.826.2333 or visit vaneck.com/etfs. Please read the prospectus and summary prospectus carefully before investing.
© 2025 Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation.
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DISCLOSURES
Data as of 7/25/2025 unless otherwise indicated.
VanEck assumes no liability for the content of any linked third-party site, and/or content hosted on external sites.
Any securities or companies referenced herein are for illustrative purposes only. Fund holdings will vary. For a complete list of holdings in the VanEck Uranium and Nuclear Energy ETF (NLR) as of the most recent date, please visit NLR holdings.
This is not an offer to buy or sell, or a recommendation to buy or sell any of the securities, financial instruments or digital assets mentioned herein. The information presented does not involve the rendering of personalized investment, financial, legal, tax advice, or any call to action. Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results, are for illustrative purposes only, are valid as of the date of this communication, and are subject to change without notice. Actual future performance of any assets or industries mentioned are unknown. Information provided by third party sources are believed to be reliable and have not been independently verified for accuracy or completeness and cannot be guaranteed. VanEck does not guarantee the accuracy of third party data. The information herein represents the opinion of the author(s), but not necessarily those of VanEck or its other employees.
An investment in the Fund may be subject to risks which include, but are not limited to, risks related to investments in nuclear energy companies, energy sector, utilities sector, industrials sector, special risk considerations of investing in Asian, Canadian, European and Australian issuers, foreign securities, foreign currency, emerging market issuers, depositary receipts, small- and medium-capitalization companies, cash transactions, equity securities, market, operational, index tracking, authorized participant concentration, no guarantee of active trading market, trading issues, passive management, fund shares trading, premium/discount and liquidity of fund shares, issuer-specific changes, non-diversified, index-related concentration and high portfolio turnover risks, all of which may adversely affect the Fund. Emerging market issuers and foreign securities may be subject to securities markets, political and economic, investment and repatriation restrictions, different rules and regulations, less publicly available financial information, foreign currency and exchange rates, operational and settlement, and corporate and securities laws risks. Foreign investments are subject to risks, which include changes in economic and political conditions, foreign currency fluctuations, changes in foreign regulations, and changes in currency exchange rates that may negatively impact the Fund's return. Small- and medium-capitalization companies may be subject to elevated risks.
Investing involves substantial risk and high volatility, including possible loss of principal. An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contains this and other information, call 800.826.2333 or visit vaneck.com/etfs. Please read the prospectus and summary prospectus carefully before investing.
© 2025 Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation.