The Energy Transition Isn't Dead. Here Are 2 Green Stocks Worth Buying This Month.

By James Hires – Apr 11, 2026 at 11:05AM ESTKey PointsThe Strait of Hormuz crisis exposed the fragility of global energy markets and made the switch to green energy even more important. Constellation Energy is America's largest green energy producer and nuclear operator. NextEra Energy is another major green energy producer with a high-yielding dividend for a utility stock. I don't know about you, but I haven't seen anywhere near as many headlines about the transition to green and renewable energy in the past few years as I used to. And, given how friendly the Trump administration is to the oil and gas industries, I wouldn't blame you for thinking the energy transition was dead. But that couldn't be further from the truth. If anything, the current crisis around the Strait of Hormuz has only made the need for a move away from fossil fuels plain for everyone to see, especially for countries that rely on energy exports from the Persian Gulf. The green energy transition is alive and well -- it's just less focused on wind and solar these days and much more open to nuclear power as a solution to our energy needs. Look no further than the goal President Trump's Department of Energy set to triple America's nuclear production by the middle of the century. With that in mind, I want to look at two companies that have been working to bring about the green energy transition. Image source: Getty Images. Written in the stars Per the Nuclear Energy Institute, there are 94 nuclear reactors in operation across the United States. Baltimore, Maryland's Constellation Energy (CEG +2.23%) operates 21 of them and is far and away America's largest nuclear energy producer. Beyond that, Constellation is America's largest green energy producer, bar none. It does operate some oil and natural gas facilities, but it also runs 27 wind farms, two hydroelectric plants, and one of the country's largest solar plants. Constellation's business is simple and straightforward: It generates and sells electricity to customers nationwide. And, as of its latest earnings report for Q4 and full-year 2025, the company anticipates its base earnings per share (EPS) compound annual growth rate (CAGR) will come in at 20% through 2029. The company also maintains a 9.1% net profit margin and a very healthy balance sheet with a debt-to-equity ratio of 0.61. Also of note, Constellation pays a dividend and has done since 2022. It yields 0.57% at current prices, and the company has raised it every year since 2022. And with a payout ratio of 20.96%, it has plenty of room to keep growing that dividend. So, for a long-term play on the green energy transition, Constellation is a good bet. The yield might be low, but it has a lot of runway to grow its dividend. ExpandNASDAQ: CEGConstellation EnergyToday's Change(2.23%) $6.25Current Price$286.50Key Data PointsMarket Cap$104BDay's Range$280.00 - $293.0052wk Range$188.01 - $412.70Volume2.7MAvg Vol3.7MGross Margin17.35%Dividend Yield0.55% Dawn of the next era Florida's NextEra Energy (NEE 0.42%) is a smaller company than Constellation but also a major green energy producer and nuclear operator. It's engaged in wind, solar, natural gas, and nuclear projects across the entire United States except Utah and Alaska and a good chunk of Canada, namely Ontario, Quebec, Alberta, and Nova Scotia. The company has four nuclear plants in operation, two in Florida and one each in New Hampshire and Wisconsin. There will be a fourth one come 2029, though. Per an agreement with Google's parent company Alphabet, NextEra will be resurrecting Iowa's Duane Arnold Energy Center to provide power to Google's data centers in the area for the next 25 years. NextEra had a great 2025 with its net income and EPS surging 10.3% and 9.5%, respectively, over 2024. The company has a net profit margin of 19.45%, and it pays a dividend that yields 2.49% at current prices with a somewhat high but healthy payout ratio of 68.67%. The company has raised that dividend for 31 years consecutively, and it has grown at a rate of 10% annualized over the past five years. With a high yield for a utility stock and a growth rate like that, NextEra makes a good candidate for a dividend reinvestment plan (DRIP). Consider it for another long-term green energy transition play. ExpandNYSE: NEENextEra EnergyToday's Change(-0.42%) $-0.40Current Price$94.08Key Data PointsMarket Cap$196BDay's Range$93.92 - $94.8252wk Range$63.64 - $96.20Volume5.3MAvg Vol9.8MGross Margin36.20%Dividend Yield2.47%Read NextApr 2, 2026 •By Matt DiLalloBest Blue Chip Dividend Stocks to Buy and Hold in 2026Apr 2, 2026 •By Catie Hogan2 Green Energy Stocks to Buy in 2026Mar 28, 2026 •By James HiresHere's Why Nuclear Energy Stocks May Be the Smartest Buys of 2026Mar 26, 2026 •By Todd Shriber1 Energy Stock That Actually Benefits From $100 Oil (It's Not Who You Think)Mar 24, 2026 •By Reuben Gregg BrewerPrediction: The Next Phase of Artificial Intelligence (AI) Won't Be About Chips. Here are the Stocks That Win in 2026.Mar 22, 2026 •By Matt DiLalloThe Best 3 Renewable Energy Stocks to Buy and Hold for DecadesAbout the AuthorJames Hires is a contributing analyst at The Motley Fool covering the technology, energy, and mining industries. He is also a contributing analyst at SeekingAlpha. Prior to The Motley Fool, James spend six years ghostwriting at The Oxford Club, a leading financial newsletter in his hometown of Baltimore, Maryland. He holds a bachelors in history from Towson University and enjoys covering companies with historical or cultural significance.TMFJamesHiresX@moneyguyjimStocks MentionedNextEra EnergyNYSE: NEE$94.08(-0.42%)-$0.40AlphabetNASDAQ: GOOGL$317.18(-0.41%)-$1.31AlphabetNASDAQ: GOOG$315.72(-0.20%)-$0.65Constellation EnergyNASDAQ: CEG$286.57(+2.25%)+$6.32*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.