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As advisors consider tax-loss harvesting, nuclear energy ETFs are a good place to start. With nuclear energy ETFs down in recent months after a strong start to the year, investors can sell current positions to harvest losses and enhance exposure to the space.

AI data centers are driving a power-demand surge, reviving nuclear energy, while nuclear ETFs offer diversified exposure to the industry.

VanEck Uranium and Nuclear ETF is rated Buy, targeting an 8% to 15% total return over 6–12 months. NLR benefits from both uranium fundamentals and new catalysts like the U.S. Army's Janus microreactor program, with direct exposure via BWXT. The fund's balanced exposure—53% Energy, 29% Utilities, 18% Industrials—offers upside from uranium pricing and reactor deployment progress.

If you're investing in AI in 2026 and you either want to start afresh or shift holdings, it's a good idea not to throw your money at the first thing that catches your eye.

Uranium funds just shed nearly a third of their value at the exact moment AI power demand is shattering records, and the reason that contradiction matters comes down to which of three very different ETFs an investor happens to own.