5 Utility Stocks Outperforming The Market

Core Viewpoint - The nuclear energy sector has faced significant declines due to long lead times and construction challenges, while the broader U.S. stock market is also experiencing a pullback, particularly in tech stocks and AI-driven sectors [1] Industry Summary - The utility sector has shown resilience, being the third best-performing sector this year with a year-to-date return of 16.3%, outperforming the S&P 500's 12.9% and Oil & Gas stocks' 4.4% [2] - Utilities provide essential services such as electricity, natural gas, and water, and tend to perform well during economic slowdowns due to their defensive nature and steady revenue streams [3] Company Highlights - NRG Energy - Market Cap: $32.4 billion - Year-to-Date Returns: 85.0% - NRG Energy focuses on producing and selling electricity and natural gas, offering energy solutions and operating under various brands [5] - The stock's strong performance is attributed to better-than-expected Q3 2025 earnings, strategic growth in data center power, and a new share repurchase plan [6] - Constellation Energy Corp. - Market Cap: $111.6 billion - Year-to-Date Returns: 60.4% - Constellation Energy is the largest operator of nuclear power plants in the U.S., providing large-scale, carbon-free electricity and securing long-term contracts for its power [7]