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Which ETFs track nuclear energy stocks?

AlphaOS investment intelligence · Research and education only — not investment advice · Updated Sep 27, 2026

About nuclear-energy

Direct answer

Several exchange-traded funds (ETFs) provide exposure to nuclear energy stocks, with the Global X Uranium ETF (URA) and the Sprott Uranium Miners ETF (URNM) being among the most prominent, focusing on companies involved in uranium mining and nuclear component manufacturing. Other ETFs, such as the VanEck Uranium+Nuclear Energy ETF (NLR) and the North Shore Global Uranium Mining ETF (URNJ), also offer targeted investments in the nuclear energy sector, encompassing a range of activities from uranium exploration to power generation. These funds allow investors to gain diversified exposure to the nuclear energy value chain, benefiting from the renewed interest in nuclear power as a clean energy source.

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Key Takeaways

  • The Global X Uranium ETF (URA) is a leading ETF tracking companies in the uranium mining and nuclear components industries.
  • The Sprott Uranium Miners ETF (URNM) focuses specifically on companies involved in uranium mining, exploration, development, and production.
  • The VanEck Uranium+Nuclear Energy ETF (NLR) offers broader exposure, including companies involved in uranium mining, nuclear power generation, and related equipment and services.
  • The North Shore Global Uranium Mining ETF (URNJ) provides targeted exposure to companies primarily engaged in the uranium mining industry.
  • These ETFs offer diversified access to the nuclear energy sector, which is experiencing renewed interest due to its role in decarbonization and energy security.
  • Investment in these ETFs provides exposure to the entire nuclear fuel cycle, from raw material extraction to power plant operation.
  • The performance of these ETFs is closely tied to uranium prices and global nuclear energy policy developments.

Evidence & Analysis

  • Global X Uranium ETF (URA) has an expense ratio of 0.69% and holds a diversified portfolio of companies globally involved in the uranium industry.
  • Sprott Uranium Miners ETF (URNM) has an expense ratio of 0.85% and is known for its concentrated exposure to pure-play uranium miners.
  • VanEck Uranium+Nuclear Energy ETF (NLR) has an expense ratio of 0.60% and includes companies across the nuclear energy supply chain, not just mining.
  • The nuclear energy sector is experiencing a resurgence, with many countries re-evaluating nuclear power as a reliable, low-carbon energy source.
  • Uranium prices have seen significant volatility and upward trends in recent years, impacting the performance of these specialized ETFs.

Key Companies

URA

Global X Uranium ETF

Tracks companies in the uranium mining and nuclear components industries.

URNM

Sprott Uranium Miners ETF

Focuses on companies involved in uranium mining, exploration, development, and production.

NLR

VanEck Uranium+Nuclear Energy ETF

Offers broader exposure to the nuclear energy value chain, including power generation.

URNJ

North Shore Global Uranium Mining ETF

Provides targeted exposure to companies primarily engaged in uranium mining.

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