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VanEck Uranium and Nuclear ETF

NLR · AMEX

Market closed$104.20$-0.470000 (-0.45%)After hours $105.98 · +1.71%

Key statistics

Previous close$104.20
Open$102.93
Day high$105.89
Day low$101.92
52-week high$168.12
52-week low$101.92
Market cap2.49B
Volume447.59K
Average volume493.68K
P/E ratio21.57
Forward P/E—
EPS4.83
Dividend yield0.00%

Market context

Why it moved

NLR, a uranium-focused ETF, edged lower amid broad selling pressure in the nuclear energy sector as technical indicators signaled a bearish trend with prices declining below key short-term moving averages.

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What is happening

Recent company-specific developments and publisher coverage.

July 20, 2026The VanEck Uranium and Nuclear ETF is edging higher in pre-market trading, rebounding from a 52-week low touched during Friday's session, as investors reassess valuations following a broad nuclear sector selloff. The ETF is down roughly 12% year-to-date amid investor rotation away from AI-linked energy trades, though fresh analyst commentary highlights the fund's diversified tilt toward nuclear utilities and reactor operators — including top holdings Constellation Energy, Cameco, and BWX Technologies — as a potential buying opportunity ahead of an anticipated tripling of uranium demand by 2050. Geopolitical tension in the Middle East and a broader market risk-premium repricing are adding near-term uncertainty, while AI-driven power demand continues to underpin the long-term nuclear investment thesis.

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July 18, 2026The VanEck Uranium and Nuclear ETF edged lower, closing modestly down amid a broad nuclear sector selloff driven by investors rotating out of AI-linked energy trades and demanding tangible commercial proof points. Top holdings Cameco (CCJ, ~8% weighting) dropped 3.8%, BWX Technologies (BWXT) fell 1.7%, Oklo (OKLO) extended its month-long rout, and Constellation Energy (CEG) declined 2.46% after Bank of America maintained a Buy but sentiment soured. The ETF has now shed roughly 16% over the past month, touching a 52-week low intraday at $101.92, as the broader AI-driven narrative that propelled nuclear stocks fades amid escalating U.S.-Iran tensions and a tech-led risk-off environment.

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July 17, 2026The VanEck Uranium and Nuclear ETF tumbled to near its 52-week low as broad weakness across nuclear and uranium holdings weighed heavily on the fund. Top holding Oklo (OKLO, ~4.8%) extended a month-long slide, falling roughly 10% on the day amid continued valuation concerns and pre-revenue risk, while key uranium miners Cameco (CCJ, ~7.9%), NexGen Energy (NXE, ~5.2%), and Denison Mines (DNN, ~5.2%) all faced selling pressure tied to softer uranium sentiment and a tech-driven rotation out of high-growth, rate-sensitive names. Broader AI infrastructure stocks — a key demand driver for the nuclear power thesis — also came under renewed pressure as the Nasdaq declined ~0.8%, despite TSMC's record quarterly profit, creating a headwind for the entire nuclear energy trade.

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July 16, 2026The VanEck Uranium and Nuclear ETF fell nearly 2%, brushing close to its 52-week low, as broader nuclear sector weakness continued to weigh on holdings. Top constituent Constellation Energy (CEG, ~8.7% of the fund) surged after clearing 18,875 MW in the PJM 2028-29 capacity auction and advancing the Crane nuclear restart with a FERC waiver — a bright spot for the fund. However, weakness in uranium developers including NexGen (NXE) and Cameco (CCJ) offset those gains, as softer uranium sentiment and mine disruptions pressured the pure-play names. Notably, Cameco's Cigar Lake mine resumed production after its temporary suspension, maintaining its 2026 output guidance, though the stock remained under pressure. Meanwhile, Centrus Energy (LEU, ~4.9%) faced headwinds despite its landmark $1.07 billion DOE enrichment contract and S&P 600 index addition, while Oklo (OKLO, ~4.8%) saw Goldman Sachs cut its price target to $57. The AI-driven power demand narrative remains structurally constructive for nuclear, with the ETF up roughly 22% year-to-date according to recent commentary, but near-term uranium spot price consolidation and mixed signals across holdings are keeping sentiment cautious.

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July 15, 2026The VanEck Uranium and Nuclear ETF rose nearly 2% as a softer-than-expected June CPI report lifted broader markets and reinforced the structural nuclear energy investment case. Key holdings drove divergent moves: top holding Constellation Energy cleared 18,875 MW in the PJM 2028–29 capacity auction and received a Wells Fargo Buy rating, while RBC Capital initiated Denison Mines and Ur-Energy at Outperform, sparking rallies in both names. Cathie Wood also added to Oklo and X-Energy positions, signaling continued institutional conviction in advanced nuclear, even as some uranium miners like Cameco faced pressure from mine disruption concerns and softer spot uranium sentiment.

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July 14, 2026The VanEck Uranium and Nuclear ETF tumbled sharply, closing near its 52-week low as broad sector weakness swept across nuclear and uranium equities. Key holdings Cameco (CCJ, ~8% weight) fell ~4.6% amid lingering concerns over its Cigar Lake mine suspension and softer uranium spot price sentiment, while Denison Mines (DNN) plunged ~6%, NexGen Energy (NXE) dropped ~6.5%, and Oklo (OKLO) slid ~6% as investors awaited the pre-revenue company's Groves reactor criticality milestone. The selloff unfolded against a risk-off macro backdrop driven by renewed U.S.-Iran military strikes that sent oil prices surging and rattled broader equity markets, weighing on higher-beta names across the energy space.

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July 11, 2026The VanEck Uranium and Nuclear ETF gained modestly, outperforming the broader financial sector as nuclear energy tailwinds continued to benefit top holdings. Key catalyst Cameco (CCJ, 8.1% of the fund) saw fresh lobbying disclosures on implementing the Prohibiting Russian Uranium Import Act and the Nuclear Fuel Security Act, reinforcing the domestic uranium supply chain narrative. Meanwhile, Centrus Energy (LEU, 5.2% of fund) is set to join the S&P SmallCap 600 on July 14 following a $900M DOE task order, and BWX Technologies (BWXT, 6.6%) continues to attract institutional buyers with a consensus Moderate Buy rating. Geopolitical risk from ongoing U.S.-Iran tensions added an alternative energy premium to the broader sector.

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July 10, 2026The VanEck Uranium and Nuclear ETF rose nearly 2%, outperforming the broader market as renewed U.S.-Iran hostilities and surging oil prices reignited interest in energy security and nuclear power. Key holdings drove the session, with Centrus Energy (LEU, ~5% of NLR) set to join the S&P SmallCap 600 on July 14 following a $900M DOE task order, Oklo (OKLO, ~5%) targeting first criticality at its Groves Isotope Test Reactor this month after DOE safety approvals, and BWX Technologies (BWXT, ~7%) completing its acquisition of Precision Components Group, adding 500,000 sq. ft. of U.S. nuclear manufacturing capacity.

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MarketBeat · July 19, 2026Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand RisesBenzinga · June 24, 2026Here's How Much $100 Invested In VanEck Uranium and Nuclear ETF 5 Years Ago Would Be Worth TodayU.S. News - Money · March 27, 20265 Best Nuclear Energy Stocks and ETFs to BuyInvesting News Network · December 19, 2025VanEck Announces Year-End Distributions for VanEck Equity ETFs
Benzinga · July 16, 2026$1000 Invested In VanEck Uranium and Nuclear ETF 5 Years Ago Would Be Worth This Much Today
Benzinga · July 2, 2026$1000 Invested In VanEck Uranium and Nuclear ETF 5 Years Ago Would Be Worth This Much Today
Benzinga · June 16, 2026Gold Miners, Nuclear, Homebuilders: 3 Trades That Could Bounce After Trump's Hormuz Deal
Benzinga · May 15, 2026If You Invested $100 In VanEck Uranium and Nuclear ETF Stock 5 Years Ago, You Would Have This Much Today
Benzinga · April 24, 2026If You Invested $100 In VanEck Uranium and Nuclear ETF Stock 5 Years Ago, You Would Have This Much Today
Benzinga · April 15, 2026Here's How Much You Would Have Made Owning VanEck Uranium and Nuclear ETF Stock In The Last 5 Years
Benzinga · March 26, 2026$100 Invested In VanEck Uranium and Nuclear ETF 5 Years Ago Would Be Worth This Much Today
Benzinga · March 11, 2026Here's How Much You Would Have Made Owning VanEck Uranium and Nuclear ETF Stock In The Last 5 Years

Peers

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