Vistra Energy Outperforms S&P 500 in 2025 Amid Nuclear Power Revival
Vistra Energy (VST -0.22%), a Texas-based electric utility, has surged 47.5% year-to-date in 2025, eclipsing the S&P 500's 12.8% gain. The company's outperformance stems from its strategic positioning in nuclear energy, which accounts for 26% of its generation mix—the second-largest competitive nuclear fleet in the U.S.
Once a pariah after the Three Mile Island disaster, nuclear power now enjoys bipartisan support as a compromise between fossil fuels and renewable energy. Vistra's natural gas-dominated portfolio (54%) provides stability, while its nuclear assets capitalize on this shifting regulatory and political landscape.