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CEG·Nasdaq·US

Constellation Energy

Constellation Energy is a U.S. power generation and retail energy company with a large nuclear-heavy fleet, supplemented by hydro, wind and solar assets. It sells electricity and related energy products to wholesale, commercial and retail customers, including long-term supply agreements for data centers.

Recent Activity

Updated Oct 9, 2026
–Constellation Energy signed a 20-year power purchase agreement with Google covering 3,590 MW of power, including 890 MW from upgraded and new nuclear generation.
–The Google deal is tied to more than $4.3 billion in new investments by Constellation.
–Constellation signed 20-year power purchase agreements with both Google and Amazon within the same week, together supporting almost 1.1 GW of nuclear expansion.
–Constellation previously struck a 20-year deal with Microsoft to restart Three Mile Island Unit 1 by 2028, supplying 835 MW of carbon-free power exclusively for Microsoft's AI data centers.

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Thematic Position

Relationship Groups

Suppliers2
Customers5
Partners3
Competitors1

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Recent Discoveries

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Management Perspective on Regulatory & Geopolitical Developments

import restrictionsanctionexport control
U.S. "Prohibiting Russian Uranium Imports Act" bans import of Russian low-enriched uranium
SEC 10-KFeb 24, 2026

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Related Events

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