Power & Energy AI Stocks
Power and energy AI stocks are the companies generating the electricity behind AI data centers: independent power producers, nuclear and small modular reactor developers, natural gas and fuel cell suppliers, generator makers, and storage providers. Electricity is the binding constraint of the AI buildout, which makes this layer one of its most direct beneficiaries.
Market Cap
$1.84T
AI-Exposed Cap
$635.05B
24h Change
+1.82%
7d Change
-9.13%
Stocks
62
Market data as of the close on . Prices are end of day, not live.
# | Name | Price | 24h | 7d | Market Cap | Volume (24h) | 7d Chart |
|---|---|---|---|---|---|---|---|
| 1 | C CVX | $212.61 | -0.15% | -9.73% | $414.80B | $1.7B | |
| 2 | C CAT | $558.63 | +0.90% | -10.30% | $255.63B | $2.7B | |
| 3 | G GEV | $774.11 | +0.47% | -9.76% | $204.89B | $5.6B | |
| 4 | C CEG | $249.95 | +4.30% | -4.74% | $88.56B | $1.4B | |
| 5 | P PWR | $540.90 | +6.25% | -12.86% | $81.50B | $1.5B | |
| 6 | W WMB | $64.08 | -0.26% | -13.81% | $80.11B | $547.1M | |
| 7 | K KMI | $29.96 | -0.76% | -10.76% | $66.74B | $347.0M | |
| 8 | I IFNNY | $51.17 | +2.40% | -9.19% | $66.50B | $7.9M | |
| 9 | E ET | $18.92 | -1.41% | -9.52% | $65.15B | $204.9M | |
| 10 | C CMI | $450.07 | +0.33% | -10.00% | $62.10B | $975.7M | |
| 11 | B BE | $173.24 | +3.41% | -14.73% | $51.20B | $4.0B | |
| 12 | B BKR | $47.87 | +3.61% | -13.33% | $47.54B | $605.4M | |
| 13 | V VST | $124.80 | +10.55% | -9.81% | $41.89B | $1.6B | |
| 14 | C CCJ | $71.30 | +4.35% | -7.29% | $31.05B | $374.3M | |
| 15 | E EQT | $49.40 | -2.41% | -10.52% | $30.90B | $381.2M | |
| 16 | P PBA | $48.29 | +1.39% | -5.98% | $28.08B | $42.6M | |
| 17 | F FSLR | $201.14 | +2.75% | +15.33% | $21.62B | $827.3M | |
| 18 | B BEP | $31.14 | +1.63% | +8.69% | $21.29B | $50.8M | |
| 19 | N NRG | $88.29 | +9.61% | -7.63% | $18.56B | $769.4M | |
| 20 | C CW | $463.47 | +6.82% | -2.63% | $17.12B | $297.9M | |
| 21 | T TLN | $338.64 | +7.09% | -1.31% | $14.73B | $428.5M | |
| 22 | D DTM | $113.66 | +0.69% | -8.59% | $11.60B | $168.6M | |
| 23 | B BWXT | $119.52 | +3.97% | -8.55% | $10.95B | $256.4M | |
| 24 | G GNRC | $176.78 | +2.58% | -10.69% | $10.43B | $224.5M | |
| 25 | C CWEN | $34.10 | -0.53% | +6.46% | $7.00B | $65.3M | |
| 26 | H HUT | $52.65 | +14.58% | -11.36% | $6.32B | $605.5M | |
| 27 | F FLR | $46.48 | +3.33% | -0.81% | $6.22B | $157.5M | |
| 28 | S SEI | $57.77 | +14.28% | -18.29% | $5.81B | $235.7M | |
| 29 | O ORA | $91.90 | -1.16% | +2.46% | $5.65B | $86.4M | |
| 30 | E ENS | $147.02 | +3.11% | -8.08% | $5.30B | $67.2M | |
| 31 | M MWH | $25.64 | +7.64% | +10.18% | $5.19B | $41.6M | |
| 32 | M MIR | $17.97 | +4.90% | -2.18% | $4.51B | $65.7M | |
| 33 | O OKLO | $23.55 | +22.66% | -6.73% | $4.38B | $585.1M | |
| 34 | X XE | $10.43 | +15.89% | -4.57% | $4.24B | $72.6M | |
| 35 | T TAC | $13.01 | -0.84% | +0.23% | $4.12B | $13.5M | |
| 36 | A AGX | $277.50 | +6.24% | -19.36% | $3.89B | $106.8M | |
| 37 | B BELFB | $206.79 | +5.54% | -12.43% | $2.99B | $87.3M | |
| 38 | F FRVO | $9.02 | +15.85% | +9.00% | $2.66B | $81.4M | |
| 39 | R ROG | $121.96 | +5.37% | -8.34% | $2.17B | $23.4M | |
| 40 | L LEU | $104.60 | +17.49% | +1.27% | $2.14B | $137.9M | |
| 41 | S SMR | $5.08 | +16.25% | -9.61% | $2.08B | $206.5M | |
| 42 | P PLUG | $1.45 | +7.41% | +5.84% | $2.03B | $126.0M | |
| 43 | D DNN | $2.19 | +6.31% | -0.90% | $1.98B | $71.6M | |
| 44 | E EROC | $7.12 | +7.23% | -14.73% | $1.97B | $24.5M | |
| 45 | S STDN | $12.16 | +5.74% | +1.59% | $1.95B | $3.0M | |
| 46 | N NWCL | $4.58 | -2.97% | +7.76% | $1.29B | $1.0M | |
| 47 | U UROY | $3.04 | +8.19% | -9.25% | $1.16B | $7.9M | |
| 48 | K KEEL | $1.87 | +13.33% | -9.22% | $1.15B | $62.2M | |
| 49 | F FLNC | $5.27 | +3.43% | -7.87% | $1.03B | $28.1M | |
| 50 | F FRMI | $1.57 | +2.61% | -39.85% | $1.01B | $45.0M |
Frequently asked questions
Why are power companies considered AI stocks?
Because compute is limited by electricity. Hyperscalers now sign multi-gigawatt power purchase agreements years in advance, restart nuclear plants, and contract entire generation fleets to feed AI campuses. That demand shows up as revenue for power producers regardless of which AI model or chip wins.
What is the connection between nuclear power and AI?
AI data centers need large, constant, carbon-accountable power, which is exactly what nuclear provides. Major AI buyers have signed agreements to restart reactors and to back new small modular reactor capacity, turning nuclear operators and developers into a direct beneficiary of AI capital spending. Signed power deals are tracked on the Buildout Tracker.
New to the framework? The Start Here guide walks the whole buildout layer by layer, including where Power & Energy fits.
Related reading
- How to find AI stocks early, and check they are real · Early AI stocks sit where AI revenue is real but still a minority, in layers the market prices late. Six steps to find candidates and check them in the filings.
- AI power stocks: who has actually signed a data center deal · Which public power companies have signed deals to supply AI data centers, what kind of power and how much, with each tracked deal read by supplier and buyer.
- Is the AI bubble bursting? What the buildout data says · AI stocks have read Fear for six weeks while the biggest buyers keep raising their spending plans. What the buildout data says about the bubble question.