VanEck Uranium + Nuclear Energy ETF
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
1,200% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 8
467% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 9
330% more capital invested
Capital invested by funds: $68.2M [Q3] → $293M (+$225M) [Q4]
118% more funds holding
Funds holding: 80 [Q3] → 174 (+94) [Q4]
87% more call options, than puts
Call options by funds: $5.78M | Put options by funds: $3.09M
11.38% more ownership
Funds ownership: 27.66% [Q3] → 39.04% (+11.38%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for NLR.
Financial journalist opinion
Negative
Seeking Alpha
3 days 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 week 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
2 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
2 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
2 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
3 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.
Positive
ETF Trends
3 months ago
Building a 2025 Portfolio: Inflation Hedges and AI Plays
By Patrick Schramm, ETF Strategist This blog explores practical strategies to align your portfolio with the key macroeconomic trends outlined in CEO Jan van Eck's 2025 outlook. An investment in the VanEck Bitcoin ETF (“HODL”) and VanEck Merk Gold ETF (“OUNZ”) (collectively, the “Trusts”) involves significant risk and may not be suitable for all investors.
Positive
Seeking Alpha
3 months ago
NLR: The Math Matters - Energy Demand And The Need For Scalability Point To Nuclear
Global energy demand is projected to grow by 4% CAGR, with a slowdown in solar and wind energy installations, highlighting the need for stable energy sources. VanEck Uranium and Nuclear ETF (NLR) has broader exposure to the nuclear energy field compared to its principal peer, Global X Uranium ETF (URA). I believe the nuclear sector could be an interesting response to energy needs, which are projected to be nearly double those of recent years.
Positive
MarketBeat
3 months ago
AI Demand Sparks Opportunities for These 3 Nuclear Energy Leaders
2025 appears poised to be a banner year for nuclear energy companies. Demand for energy has never been higher—the U.S. Energy Information Administration estimated that the United States' total power demand for 2024 was 4.1 trillion kilowatt-hours (kWh), a record, and estimates for 2025 are even larger.
Neutral
ETF Trends
3 months ago
Uranium ETFs: A Commodity to Watch in 2025
A few years ago, a relatively under-the-radar commodity — uranium — came into the spotlight. Compared to many other commodities, uranium is in its early stages in the ETF world.
Charts implemented using Lightweight Charts™