List of Publicly Traded Uranium Mining and Fuel Companies
Access the definitive List of Publicly Traded Uranium Mining and Fuel Companies, tracking the producers and enrichment leaders powering the global nuclear renaissance.
Finding a comprehensive List of Publicly Traded Uranium Mining and Fuel Companies has become critical for investors as AI data centers drive a massive surge in carbon-free energy demand. The sector has transitioned from a niche play to a central pillar of the global "Nuclear Renaissance," with spot prices for uranium trioxide sustaining levels above $100/lb. To analyze these equities properly, investors often utilize the Uranium Industry Comparison Widget to track high-momentum leaders against traditional Mining & Metals Companies. From established giants in the Athabasca Basin to disruptive Small Modular Reactor (SMR) developers, the following breakdown covers the entire nuclear fuel cycle.
Key Takeaways
Cameco remains the global bellwether, holding a massive 22% weight in the URA ETF. Review the Cameco (CCJ) Profile for detailed production metrics.
Fuel security is moving beyond mining; companies like Centrus Energy are seeing triple-digit gains as they secure DOE contracts for domestic HALEU enrichment.
The massive power needs of AI are leading tech giants to sign power purchase agreements directly with nuclear providers and SMR developers like Oklo.
U.S. energy independence is driving interest in domestic projects. Explore the Uranium Energy (UEC) Profile for North American development updates.
Top List of Publicly Traded Uranium Mining and Fuel Companies by Market Cap (2026)
The following table ranks the top-performing nuclear fuel and mining companies by their 1-year and 5-year returns as of early Q2 2026.
| Rank | Ticker | Company | 1Y Return | Market Cap | 5Y Return | URA Weight | Focus |
|---|---|---|---|---|---|---|---|
| 1 | CCJ | Cameco Corp. | +51% | $24.8B | +577% | 22.0% | Mining/Fuel |
| 2 | OKLO | Oklo Inc. | +592% | $3.1B | +434% | 13.0% | SMR/Fuel |
| 3 | LEU | Centrus Energy | +337% | $5.2B | +1,654% | 3.5% | Enrichment |
| 4 | UEC | Uranium Energy | +182% | $2.9B | +215% | 6.0% | U.S. Mining |
| 5 | UUUU | Energy Fuels | +22% | $1.4B | +353% | 4.0% | U.S. Mining |
| 6 | DNN | Denison Mines | +45% | $1.8B | +345% | 3.0% | Exploration |
| 7 | NXE | NexGen Energy | +38% | $4.2B | +290% | 2.5% | Development |
| 8 | SMR | NuScale Power | +115% | $2.4B | N/A | 2.0% | SMR Design |
| 9 | URG | Ur-Energy | +18% | $0.5B | +180% | 1.0% | In-Situ Mining |
| 10 | PDN | Paladin Energy | +31% | $2.1B | +410% | 1.5% | Mining |
List of Publicly Traded Uranium Mining and Fuel Companies — Complete Company List
List of Publicly Traded Uranium Mining and Fuel Companies Listed on Major U.S. Exchanges
Uranium Mining and Fuel: Mid-Cap Stocks
- Cameco Corporation (CCJ) (Canada: one of the largest uranium producers in the world)
Uranium Mining and Fuel: Small-Cap Stocks
- Denison Mine Corp (DNN) (Canada: uranium exploration and development company)
Uranium Mining and Fuel: Micro-Cap Stocks
- Energy Fuels Inc. (UUUU) (Uranium and vanadium mining company)
- Ur Energy Inc. (URG) (Canada: uranium mining company)
- Uranium Energy Corp. (UEC) (Canada: uranium mining company)
Uranium Mining and Fuel: Nano-Cap Stocks
- Centrus Energy Corp. (LEU) (Supplies enriched uranium fuel to nuclear reactors)
- Westwater Resources, Inc. (WWR) (Lithium and uranium exploration and development company)
Risks & Considerations
High Volatility Multiples
Uranium equities often trade with high betas; price swings in spot uranium can lead to amplified volatility in small-cap miners.
Regulatory & Permitting Hurdles
Bringing new mines online is a decades-long process. Delays in environmental permitting can significantly impact the valuation of developers like NXE.
Geopolitical Supply Risk
A large portion of global supply comes from Kazakhstan; regional instability can trigger sudden global supply squeezes or export bans.
Technology Failure Risk
SMR developers like NuScale and Oklo are pre-revenue or in early stages; any technical failure in reactor design could result in total capital loss.