Ameren Corporation (AEE)

Ameren (AEE), Atmos Energy (ATO) and Exelon (EXC) offer defensive utility exposure as geopolitical tensions revive oil and inflation fears.

Despite trailing the S&P 500 over the past 52 weeks, Ameren continues to draw a moderately optimistic outlook from Wall Street analysts.

ED tops Q2 earnings and revenue estimates as higher electric and gas rate bases lift results, while reaffirming 2026 earnings guidance and investment plans.

VST heads into Q2 with sharply higher revenue and EPS estimates, backed by clean-power demand, hedging, nuclear assets and Lotus contributions.

Investors seeking to capitalize on the long-term growth of nuclear energy should consider companies like AEE, UUUU and VST, which are well-positioned to benefit from rising demand.