Duke Energy, DTE, Oklo: Nuclear Stocks Tied to Data Center Load Growth | CarbonCredit.io

This Simply Wall St article looks at three nuclear-related stocks: Duke Energy, DTE Energy, and Oklo. It argues that nuclear power is getting more attention as energy security and electrification become priorities. For Duke and DTE, the main story is data center demand, with contracted load and pipelines that could support years of regulated rate base growth. For Oklo, the focus is small modular reactors, but the piece notes regulatory and funding questions still hang over the project timeline. The article is less a deep analysis than a stock screener summary. It does not model what new nuclear builds actually cost or how state regulators will treat those costs in rate cases. That matters because nuclear's low-carbon label does not automatically make it a good investment. Anyone using this as a starting point should check the utility rate case details and Oklo's construction milestones before treating these as clean energy plays.