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Zensei
Trailing the market and nuclear energy stocks

Energy Fuels (UUUU) stock vs the S&P 500 and nuclear energy stocks

As of 2 October 2026, Energy Fuels (UUUU) is trailing both the S&P 500 and nuclear energy stocks as a group (NLR) over the past three months.

Prices as of
UUUU 1M
−24.5%
S&P 500 1M
+1.3%
Funds that hold it
1
Weight in NLR
4.1%

Where Energy Fuels stands now

As of 2 October 2026, Energy Fuels is behind the S&P 500 on every window Zensei tracks, from one month to one year. The market has preferred other stocks for some time.

Inside its group, UUUU lags: it is behind nuclear energy stocks (NLR) over both the past month and three months. As a group, nuclear energy stocks are among the weakest groups in the market right now. Stock and group are both under pressure.

Energy Fuels is 4.1% of NLR, so its moves weigh on the fund. The thing to watch is the past month: a turn against the market usually shows there first.

UUUU vs the S&P 500: returns

Energy Fuels and the S&P 500 (SPY) side by side, over each window Zensei tracks.

Window
UUUU
S&P 500
1 week−5.5%−0.2%
2 weeks−10.4%+1.2%
1 month−24.5%+1.3%
3 months−22.3%+3.6%
6 months−39.5%+17.9%
1 year−36.2%+16.2%

Prices as of · computed from daily adjusted closes · how we measure

Zensei Edge

UUUU against nuclear energy stocks, in depth

See the size of the gap between Energy Fuels and nuclear energy stocks (NLR) over every window, its momentum and its relative strength, and where it sits among nuclear energy stocks.

See the full analysis

Which ETFs hold Energy Fuels?

One fund that Zensei tracks holds UUUU, by weight. The fund with the largest weight is its sector on this page.

Fund
Weight
NLRNuclear Energy StocksMain sector
VanEck Uranium+Nuclear Energy ETF
4.1%

Energy Fuels competitors

The largest other holdings of VanEck Uranium+Nuclear Energy ETF (NLR), with their return over the past month.

Stock
Weight
1M
CEGConstellation Energy Corp
9.0%−8.1%
PEGPublic Service Enterprise Group Inc
6.6%−6.5%
BWXTBwx Technologies Inc
5.5%−16.5%
UECUranium Energy Corp
5.1%−19.8%
LEUCentrus Energy Corp
4.6%−17.3%
4.3%−15.9%
OKLOOklo
3.8%−6.9%
XEX-Energy Inc
2.3%−21.9%
Each stock measured against the sector, with momentum and relative strengthUnlock with Premium

Energy Fuels stock: common questions

Is Energy Fuels stock beating the S&P 500?

As of 2 October 2026, Energy Fuels (UUUU) is down 24.5% over the past month. The S&P 500 is up 1.3% over the same month. Over three months, the stock is down 22.3% and the S&P 500 is up 3.6%.

Which ETFs hold Energy Fuels?

As of 2 October 2026, one fund that Zensei tracks holds UUUU. Its largest weight is in VanEck Uranium+Nuclear Energy ETF (NLR), at 4.1%.

Who are Energy Fuels's competitors?

As of 2 October 2026, the largest other holdings of VanEck Uranium+Nuclear Energy ETF (NLR) are Constellation Energy Corp (CEG), Public Service Enterprise Group Inc (PEG), Bwx Technologies Inc (BWXT), Uranium Energy Corp (UEC), Centrus Energy Corp (LEU). These are the stocks Energy Fuels sits next to among nuclear energy stocks.

Is Energy Fuels doing better than other nuclear energy stocks?

As of 2 October 2026, Energy Fuels (UUUU) is behind nuclear energy stocks as a group (NLR) over the past three months. Zensei Edge shows the size of the gap, its momentum and its relative strength.

Track Energy Fuels against nuclear energy stocks and the market

Zensei Edge maps 100+ sectors and themes against the S&P 500, with each stock inside them measured against its group.