Explore the leading nuclear energy stocks of 2025, offering innovative solutions for clean, reliable power in AI-driven industries.
Sectors & Industries
February 12, 2025
Table of Contents
The nuclear energy sector is surging, driven by growing demand for clean, reliable energy sources to power AI data centers. Companies like Amazon, Google, and Microsoft have made nuclear power deals, accelerating the growth of nuclear energy stocks.
Here are seven top performing nuclear energy stocks for 2025, based on criteria identified below:
Fluor is a global engineering and construction firm that specializes in designing, building, and maintaining complex and challenging capital projects across multiple sectors including energy, chemicals, government, industrial, infrastructure, and mining. With a focus on innovation and technology, Fluor is involved in key developments in the nuclear energy sector, particularly in small modular reactors (SMRs) through its majority stake in NuScale Power.
The company's expertise extends to nuclear decommissioning, showcasing capabilities in both the construction and the careful dismantling of nuclear facilities.
Fluor holds a 51% stake in NuScale Power, a leader in small modular reactor (SMR) technology. Recently, Fluor announced plans to sell $1.6 billion worth of NuScale stock, which will net the company $1 billion in profit, strengthening its financial position.
In addition, Fluor was awarded a contract for the engineering, procurement, and construction of a large-scale nuclear decommissioning project in the U.S.. Fluor provides engineering services across multiple sectors, including nuclear, and remains a significant player in SMR projects, which are gaining traction for their potential to power data centers and other industrial needs.
Centrus Energy Corp., a leading nuclear fuel supplier specializing in High-Assay Low-Enriched Uranium (HALEU), has been enhancing U.S. nuclear fuel production capabilities. In December 2024, its subsidiary, American Centrifuge Operating, LLC, received a U.S. Department of Energy (DOE) award to expand domestic Low-Enriched Uranium (LEU) production.
Additionally, Centrus announced a $60 million investment to resume and expand centrifuge manufacturing at its Oak Ridge, Tennessee facility, supporting future uranium enrichment at its Piketon, Ohio plant. Earlier in October 2024, the company secured a DOE contract to produce HALEU for advanced reactors, solidifying its role in meeting growing U.S. demand for nuclear fuel and reducing reliance on foreign uranium sources.
BWX Technologies (BWXT) is a leading provider of nuclear technology and components for both commercial and defense sectors. In January 2025, BWXT announced the acquisition of Kinectrics, Inc., a global service provider in the nuclear market, for $525 million, enhancing its commercial operations in nuclear power and medical markets.
In December 2024, BWXT Canada Ltd. signed a memorandum of understanding with Westinghouse Electric Company to support nuclear new-build projects globally, manufacturing components for Westinghouse's AP1000 and AP300 reactor designs.
Additionally, in November 2024, BWXT completed the $100 million acquisition of Aerojet Ordnance Tennessee, expanding its capabilities in producing specialized metals and high-strength alloys for the defense sector. These developments reflect BWXT's focus on broadening its nuclear and defense technology portfolio.
Constellation Energy Corporation is the largest operator of nuclear reactors in the U.S., providing low-carbon electricity on a large scale. In January 2025, Constellation announced a $26.6 billion acquisition of Calpine Corporation, integrating Calpine's natural gas and geothermal power assets with Constellation's nuclear energy portfolio. Additionally, the company secured over $1 billion in federal contracts to supply clean nuclear energy to more than 13 government agencies under a 10-year agreement.
In December 2024, Constellation launched the first consumer energy plan in the U.S., allowing Washington, D.C. households to power their homes with 100% clean nuclear energy.
Cameco Corporation is one of the world’s largest uranium suppliers, operating high-grade uranium mines in Saskatchewan, Canada. On January 2, 2025, Cameco announced the suspension of production at its Joint Venture Inkai uranium mine in Kazakhstan due to delays in obtaining project paperwork approvals from Kazakhstan’s energy ministry.
Additionally, Cameco holds a 49% stake in Westinghouse Electric Company following its 2023 acquisition with Brookfield Renewable Partners, enhancing its nuclear technology portfolio.
NuScale Power is a U.S.-based company specializing in the development of small modular reactors (SMRs), designed to provide scalable and reliable carbon-free energy solutions. In August 2024, Ghana signed an agreement with a U.S. developer to construct a NuScale VOYGR-12 SMR, representing the country's first step toward deploying nuclear energy. In Q3 2024, NuScale reported an operating loss of $41 million, a significant improvement compared to a $92.9 million loss in the same period of 2023, showcasing progress toward financial stability.
Funding from the Department of Energy (DOE): NuScale Power LLC has received substantial financial backing of $585.86 million from the DOE, which represents 100% of its total government funding. This funding is designated for nuclear energy initiatives under the program "089-0319 - Nuclear Energy, Energy Conservation.”.
This financial helped NuScale's financial position and served as an important government endorsement of their SMR technology, speeding up the commercial deployment of their reactors in the nuclear energy market.
Oklo Inc. is an advanced nuclear technology company developing compact fast reactors to provide clean, reliable energy solutions. In December 2024, Oklo signed a 20-year agreement to supply up to 12 gigawatts of nuclear power to Switch Inc., a major data center operator, addressing the growing energy needs of AI-driven technologies. Following this announcement, Oklo's stock reached an all-time high of $22.99 before stabilizing.
The demand for nuclear energy is growing as companies seek clean, dependable power sources for AI and data processing needs. From uranium mining to advanced small modular reactor technology, these stocks offer exposure to a sector set to support AI-driven growth and the clean energy transition.
One of the standout stocks in the nuclear energy sector is Cameco Corporation (CCJ), which is known for its extensive uranium mining operations crucial for nuclear fuel.
Westinghouse Electric Company is a leader in the nuclear energy sector, known for providing nuclear technology, fuel, and services globally.
The leading company in nuclear energy is likely contained in the list above.
NuScale Power is considered a promising investment in the SMR market. Their innovative modular nuclear reactor design offers scalability and the potential for safer, more efficient energy production.
Bill Gates is investing in TerraPower, a company that aims to develop and market new nuclear reactor technologies, including traveling wave reactor (TWR) designs and advanced molten salt reactors.
NuScale’s SMR design is currently one of the most advanced, with the company achieving significant milestones towards regulatory approval and commercialization.
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