VanEck Uranium + Nuclear Energy ETF
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
258% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 19
231% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 29
100% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 2 (+1) [Q1 2025]
79% more call options, than puts
Call options by funds: $3.3M | Put options by funds: $1.85M
37% more capital invested
Capital invested by funds: $294M [Q4 2024] → $403M (+$109M) [Q1 2025]
23% more funds holding
Funds holding: 176 [Q4 2024] → 216 (+40) [Q1 2025]
1.68% more ownership
Funds ownership: 39.16% [Q4 2024] → 40.84% (+1.68%) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for NLR.
Financial journalist opinion
Based on 4 articles about NLR published over the past 30 days
Neutral
CNBC Television
3 days ago
Funds to play the alternatives trade
John Ciampaglia, Sprott Asset Management CEO, and Jan Van Eck, VanEck and Associates CEO, join Dom Chu on “Halftime Report” on how investors are turning to alternative assets like gold and private credit to get yield.
Positive
Seeking Alpha
1 week ago
NLR: It's Not Just About Artificial Intelligence
I reiterate my Buy recommendation on the VanEck Uranium and Nuclear ETF due to strong sector tailwinds and recent policy support. President Trump's executive orders to expand U.S. nuclear capacity and streamline regulations provide concrete catalysts for uranium demand and industry growth. The ETF offers diversified exposure, trades at a discount to historical earnings multiples, and uranium prices remain well below their 2024 peak.
Positive
Zacks Investment Research
2 weeks ago
Uranium & Nuclear ETF (NLR) Hits New 52-Week High
VanEck Uranium and Nuclear ETF NLR is probably on the radar for investors seeking momentum. The fund just hit a 52-week high and moved up 55.1% from its 52-week low price of $64.26/share.
Positive
Zacks Investment Research
3 weeks ago
ETFs to Capitalize on Trump's Orders to Spur Nuclear Energy
Trump's executive orders to boost U.S. nuclear energy spark a rally in ETFs like NLR, URAN, URA, URNM and URNJ.
Negative
Seeking Alpha
1 month ago
NLR: Nuclear Stocks Snap Back, But The Damage Has Been Done
Amid global equity volatility in 2025, NLR has shown slight alpha compared to the S&P 500, but its technicals and valuation suggest a hold rating. NLR's assets under management surged to $1 billion, but its high expense ratio and low dividend yield are concerning factors. The ETF's portfolio is concentrated in small-cap growth stocks, with a significant international exposure that benefits from a weaker dollar.
Positive
ETF Trends
1 month ago
Why Renewable Energies Will Persist
It's a distressing time for the climate industry in the U.S. as the current administration attempts to erase decades of energy transition progress. However, despite political pressure and related negative sentiment, the fundamentals for renewable energy keep it relevant in an age of increasing AI demand.
Positive
Zacks Investment Research
3 months ago
Is This the Perfect Time to Invest in Uranium ETFs?
Uranium demand is poised to grow, fueled by President Trump's AI push and companies seeking sustainable energy solutions. With around $1 trillion already pledged by tech giants to be invested in U.S. AI projects, uranium ETFs present a compelling opportunity.
Negative
Seeking Alpha
4 months ago
NLR: Valuations Seem Overstretched Now
The VanEck Uranium and Nuclear ETF tracks the MVIS Global Uranium & Nuclear Energy Index, focusing on uranium mining, nuclear power facilities, and related services. The ETF's assets are primarily in Utilities (49%) and Energy (36.9%), with a strong U.S. focus (48.96% of net assets). Uranium prices have fluctuated historically, with recent increases due to supply constraints and renewed interest in nuclear energy post-COVID-19 and geopolitical tensions.
Neutral
Invezz
4 months ago
Five ETFs to invest in to hedge against policy uncertainty in 2025
As economic and political uncertainties mount, investors are shifting their strategies toward risk-off investments—assets that provide stability and resilience during volatile periods. With significant policy shifts expected in Washington and ongoing global economic concerns, exchange-traded funds (ETFs) focused on defensive sectors, stable dividends, and geopolitical advantages are gaining popularity.
Positive
ETF Trends
4 months ago
Disruptive Theme of the Week: ETF Plays on the Stargate Project
Tech leaders gathered at the White House to announce the Stargate Project. This is a new venture that plans to invest $500 billion over the next four years on AI infrastructure and data centers.
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