Entities / Company
Constellation Energy.
energy company headquartered in Baltimore, Maryland, United States
- Reports this week
- 5
- Active events
- 0
- Connections
- 121
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Earlier this month
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Meta, Amazon, Vistra, and Constellation Energy have signed a 20-year agreement regarding long-term power supply.Well supported3 reports
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Cameco, BWX Technologies, Constellation Energy, and First Solar are major holdings in the VanEck ETF and recognized leaders in energy transition markets.Some support3 reports
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Cameco produces and sells uranium for nuclear power, while deals support Constellation's nuclear operations, and Brookfield Renewable shares ownership of Westinghouse.Some support4 reports1 development inside
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Constellation Energy inked supply deals with Amazon, Meta, Microsoft, and Google to power their aggressive AI capacity buildout.Some support1 report
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Google is funding efficiency upgrades at Constellation reactors, which will add capacity to the PJM Interconnection grid.Some support2 reports
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Constellation Energy signed a power deal with Google, while the Fed maintained a hawkish tone amid strikes in Najran.Some support1 report
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Google signed a major power agreement with Constellation Energy.Well supported9 reports
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Constellation Energy and Microsoft are advancing nuclear power deals at Three Mile Island, amid Trump's policy push and rising AI power demand.Well supported4 reports1 development inside
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Microsoft signed a deal with Constellation to enable the Three Mile Island relaunch, while Google signed a PPA with Fortum to extend nuclear plant life.Some support2 reports
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Calpine, a geothermal complex operator in California, has been acquired by Constellation Energy.Well supported3 reports1 development inside
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Utility sector companies, including Duke Energy, Constellation Energy, NextEra Energy, and Southern Company, are noted as top holdings in Vanguard ETFs.Well supported9 reports1 development inside
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Joseph Michael worked as an engineer for Constellation Energy.Some support2 reports
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Constellation Energy is securing business deals for nuclear power, including restarting Three Mile Island Unit 1 for corporate clients like Meta and Microsoft.Well supported5 reports3 developments inside
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Constellation Energy is leveraging its larger nuclear fleet to compete against rivals like Vistra and Duke Energy, all driven by the growing energy demands of AI hyperscalers like Microsoft.Some support3 reports
One to three months ago
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Cameco supplies uranium for nuclear power generation as political leaders influence support for data centers.Some support1 report
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Constellation Energy is seeking permits for advanced nuclear reactor development, including plans to deploy SMRs in the UK and pursuing compact nuclear stations.Some support1 report2 developments inside
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Shell is acquiring 100% equity in Hunlock Creek and selling RISEC interest to Constellation.Some support1 report
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Shell subsidiary sells its RISEC business to Constellation Energy.Well supported3 reports
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Constellation acquired Calpine for energy footprint, while Meta and Microsoft require reliable, carbon-free power for their data centers.Well supported10 reports3 developments inside
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Constellation Energy acquired assets from Calpine. Concurrently, NRG Energy advanced a gas project in Texas, and Millennium Management increased its stake in the company.Some support2 reports
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Constellation Energy paid the Maryland Department of Natural Resources for hatchery maintenance and dam settlement funds related to Conowingo Dam.Some support1 report1 development inside
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Constellation Energy received regulatory approval for acquisition and signed a power purchase agreement with Meta, utilizing its nuclear fleet in South Texas.Some support4 reports1 development inside
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Constellation Energy has sites across the Midwest, including nuclear plants in Morris.Some support2 reports
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The AI boom is driving up energy demand, requiring Constellation Energy to meet increased power needs for data centers.Some support3 reports
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Constellation Energy must secure approvals from the Nuclear Regulatory Commission for potential long-term power contracts.Well supported3 reports1 development inside
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Constellation Energy is supplying power from its facilities to Microsoft's data centers, Meta's data centers, and Comcast's corporate offices.Some support2 reports
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Constellation Energy is leveraging its nuclear power assets and the recent acquisition of Calpine to secure revenue streams from data center agreements with tech giants like Microsoft and clients like Walmart.Some support1 report
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Constellation Energy invested in Blue Energy startup, coinciding with government plans to quadruple nuclear capacity to meet power needs.Some support1 report
Gone quiet
No new reports in 90+ days-
Constellation Energy operates a facility in Pennsylvania.Some support1 report1 development inside
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Constellation Energy purchased 700 acres in Essex Village.Some support1 report
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Constellation Energy, NextEra Energy, and Vistra are noted as large generators, while SoFi is promoting stocks in the sector for Active Invest users.Some support1 report
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ClearBridge Global Infrastructure Income Strategy highlighted Constellation Energy, while Trump's tariff announcement caused initial stock falls.Some support2 reports
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Morgan Stanley hiked price target on Constellation Energy stock while Citigroup lowered its price target on July 1, 2026.Some support1 report
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Constellation Energy, which operates nuclear plants in Illinois, has secured a power purchase agreement to supply electricity to a Walmart center.Well supported8 reports
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Several energy and nuclear companies, including Cameco, Bloom Energy, and Constellation Energy, are major holdings in key ETFs.Some support1 report
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Constellation Energy maintained its Buy rating based on Q1 earnings and secured high-profile power agreements with major tech companies.Some support1 report
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Constellation Energy is listed on Nasdaq, with Morgan Stanley underwriting the offering, and benefits from Trump-era tariffs.Some support1 report
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MarketBeat featured Constellation Energy, ExxonMobil, Bloom Energy, and Chevron in its stock screener on June 18, 2026.Some support1 report
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Constellation Energy now owns and operates reactors in Illinois, driven by policy shifts and supply crunch.Some support1 report
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Tradr launched leveraged ETFs tracking CoreWeave, Constellation Energy, SMR, and Tempus AI, tied to the AI data center build-out theme.Some support1 report1 development inside
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Mizuho analyst raised the price target on Constellation Energy stock on August 16, 2025.Some support1 report
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Berkshire Hathaway, Bank of America, BlackRock, Apple, AMD, and Constellation Energy showed strength in the financial sector, tied to data center and AI energy supply.Some support2 reports
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Constellation Energy is expected to benefit from Trump-era tariffs and onshoring, leading to a raised price target.Some support2 reports
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Constellation Energy acquired NRG Energy's stake in the South Texas Project, while Mirion provided digital solutions for nuclear instrumentation.Some support2 reports
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Constellation Energy is offering innovative, customer-focused, low-carbon energy solutions.Speculative1 report
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Constellation Energy and the Zacks Alternative Energy sector saw an industry gain of 1.8% over the past month.Some support3 reports
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Vistra and Constellation Energy are leveraging nuclear power for their business goals and clean energy objectives.Well supported5 reports
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Constellation Energy stock outperformed the S&P 500 and its sector on July 15, 2025.Some support3 reports
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Joe Dominguez was appointed president and CEO of Constellation Energy on August 7, 2025.Well supported5 reports
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Matthew Bauer made the biggest insider sale while serving as Senior VP & Controller at Constellation Energy on July 22, 2025.Some support1 report
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Constellation Energy's stock performance on July 22, 2025, lagged the S&P 500 daily gain but beat sector performance over the last month.Some support1 report
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Fidelity MSCI Utilities Index ETF, sponsored by Fidelity, offers broad exposure to the Utilities sector, with NEE and Constellation Energy as major holdings.Some support2 reports
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Oklo, Constellation Energy, and Talen Energy are identified as companies operating within the energy sector.Some support1 report
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AI demand surge is driving up electricity costs and affecting power company shares following PJM auction results.Some support1 report
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Auction results provide positive development for power generators, ensuring power plants remain available in capacity markets.Some support1 report
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CoreWeave and Constellation Energy stocks are highlighted as being tied to the broader AI buildout theme.Some support1 report
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Constellation Energy, based in Baltimore, acquired Calpine and secured a 20-year supply deal with Meta.Well supported7 reports1 development inside
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FERC approved the acquisition transaction between Constellation Energy and Calpine.Some support2 reports
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Constellation Energy and Talos Energy were noted as operating within the energy sector.Some support1 report
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Constellation Energy outperformed the S&P 500 so far this year.Some support1 report
No events began in the chosen period. Widen it, or reset.
What's reaching Constellation Energy
Events traced to Constellation Energy, step by step, newest first- Meta settlement may change power needs for Constellation EnergyMeta's required operational changes could alter energy demand for Constellation EnergyPossible
- High electricity demand growth may boost Constellation Energy's market positionConstellation Energy may benefit from soaring electricity demand driven by data centersPossible
- Ohio data center regulations may change energy market dynamicsNew Ohio data center rules may alter power supply costs and development pacePossible
- How does Upgraded nuclear units and power purchase agreements affect Constellation Energy?Google secures long-term contracts for Constellation's nuclear power capacityReported
Explainers that pass through Constellation Energy
Constellation Energy is a step on the way to someone else- How could Meta's support for nuclear energy affect Google's energy strategy?Meta's nuclear backing intensifies competition for AI powerPossible
- Governor Pritzker may need to navigate new energy and job policy demandsGovernor Pritzker may need to navigate new energy and job policy demandsPossible
- How could Google's funding of nuclear facility upgrades affect Illinois Commerce Commission?The ICC may need to review massive nuclear capacity expansion funded by GoogleLikely
- How could Google funding nuclear facility upgrades in Illinois affect city council?Nuclear upgrades could reshape local economies and planning for Illinois city councilsPossible
- Amazon Web Services may benefit from new power dealsAmazon Web Services could benefit from new power deals securing stable supplyLikely
- How could Constellation's new power purchase agreements affect PJM Interconnection?New nuclear capacity and supply deals may ease PJM's critical generation shortagesLikely
Around Constellation Energy this week
News at the entities that move Constellation Energy most-
Microsoft StructuralAI demand is driving global nuclear procurement, with major tech companies committing to securing nuclear capacity.Moves Constellation Energy
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Nuclear Regulatory Commission StructuralThe Nuclear Regulatory Commission approved the SPPP plan for a facility operated by LIS Technologies Inc in Oak Ridge.Moves Constellation Energy
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PJM Interconnection StructuralPJM Interconnection monitors tight grid conditions across the region in Maryland.Moves Constellation Energy
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Shell TransactionalShell and Equinor are involved in North Sea drilling, with Equinor reporting UK operating income.Moves Constellation Energy
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Morgan Stanley TransactionalMorgan Stanley maintained an Overweight rating on Amazon and raised its price target, while Nvidia GPUs are expected to be deployed by AWS.Moves Constellation Energy
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Google StructuralRaytheon supports tactical missile programs while power purchase agreements for nuclear expansion are signed amid infrastructure spending.Moves Constellation Energy
Connections
The 40 strongest of 121, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Google Structural
Constellation Energy provides long-term nuclear power supply to Google's data centers via a major 20-year agreement.
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Meta Structural
Constellation Energy supplies nuclear power to Meta under a formalized 20-year power purchase agreement.
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Calpine Structural
Constellation Energy successfully acquired Calpine, which is now fully integrated as a subsidiary.
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Vistra Operational
Vistra and Constellation Energy are major independent power producers that actively compete for market dominance in the nuclear and broader American power markets.
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Microsoft Structural
Microsoft relies on Constellation Energy for a long-term, high-volume nuclear power supply to fuel its AI data centers.
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Illinois Structural
Constellation Energy owns and operates nuclear power generation facilities within the jurisdiction of Illinois.
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Walmart Structural
Constellation Energy supplies nuclear power to Walmart under a long-term power purchase agreement.
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Nuclear Regulatory Commission Structural
The Nuclear Regulatory Commission formally regulates Constellation Energy, requiring licenses and approvals for its operations and development.
Show all 40 connections
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Donald Trump Structural
A's political platform, executive orders, and policy pledges create favorable regulatory and market conditions for B's nuclear energy operations.
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Conowingo Dam Structural
Constellation Energy owns and operates the Conowingo Dam infrastructure.
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Comcast Structural
Constellation Energy provides critical and reliable power supply necessary for Comcast's data center operations.
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PJM Interconnection Structural
PJM manages the grid and capacity markets that Constellation Energy utilizes for its operations and revenue generation.
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Maryland Department of the Environment Transactional
A negotiated settlement was reached between the Maryland Department of the Environment and Constellation Energy.
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Shell Transactional
Shell is forecasting the sale of its RISEC business unit to Constellation Energy.
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Duke Energy Operational
The two companies actively compete in the nuclear power generation market.
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Amazon Structural
Constellation Energy supplies nuclear energy to Amazon to support its ongoing operational and AI capacity buildout.
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Oklo Operational
Oklo and Constellation Energy are competitive peers in the nuclear energy market, both developing small modular reactors.
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Clinton Structural
Constellation Energy actively supports the expansion, relicensing, and continued operations of the Clinton nuclear facility.
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SEC Structural
Constellation Energy operates under the regulatory oversight of the SEC concerning its financial offerings.
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Federal Energy Regulatory Commission Structural
Constellation Energy operates under the formal oversight and regulatory approval of the Federal Energy Regulatory Commission.
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Morgan Stanley Transactional
Morgan Stanley is providing financial services to Constellation Energy, including underwriting and price target setting.
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Amazon Web Services Structural
Constellation Energy provides critical nuclear power capacity to support Amazon Web Services' hyperscale data center operations.
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Vanguard Structural
Vanguard holds Constellation Energy stock through its ETFs, establishing an ownership relationship.
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Three Mile Island Operational
Constellation Energy enabled the relaunch of the Three Mile Island facility.
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CyrusOne Structural
A secured long-term power purchase agreement with B, establishing a formal operational dependency.
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NextEra Energy Operational
Both companies are major power generators actively competing for market share in the high-growth AI data center sector.
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SMR Operational
SMR and Constellation Energy are direct competitors in the market for small modular reactor development.
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Nvidia Operational
Nvidia's AI computing operations rely on a consistent and significant power supply from Constellation Energy, which benefits from the overall AI energy market growth.
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NuScale Operational
Constellation Energy and NuScale actively compete for market leadership within the nuclear energy industry.
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National Energy System Operator Operational
The two companies are operational peers, frequently compared in the context of UK winter peak energy demand.
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FED Mentioned together
The FED's monetary policy influences the financial environment and market reactions affecting Constellation Energy.
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New York Structural
Constellation Energy operates within the regulatory and market structures of New York State, including the Zero Emissions Credit program and market moratoriums.
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Citigroup Mentioned together
Citigroup lowered its price target for Constellation Energy stock, indicating financial analysis coverage.
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Essex Village Transactional
Constellation Energy purchased 700 acres of land in Essex Village.
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Southern Company Mentioned together
Both companies are included as top holdings within the Vanguard ETF, indicating thematic grouping.
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MarketBeat Mentioned together
MarketBeat features Constellation Energy within its stock screener listings.
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Oswego Transactional
A specific, past employment relationship existed where A worked for Constellation Energy.
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Bloom Energy Operational
Both entities are identified as energy companies operating in the market and are labeled as competitors.
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Quanta Services Mentioned together
Both companies are cited in the context of energy investment driven by data center power needs.
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Public Service Enterprise Group Mentioned together
Both companies are featured as top holdings within the VanEck Uranium ETF.
History
Events by the month they beganOctober 2026
4 events- Constellation Energy inked supply deals with Amazon, Meta, Microsoft, and Google to power their aggressive AI capacity buildout.
- Google is funding efficiency upgrades at Constellation reactors, which will add capacity to the PJM Interconnection grid.
- Constellation Energy signed a power deal with Google, while the Fed maintained a hawkish tone amid strikes in Najran.
- Google signed a major power agreement with Constellation Energy.
September 2026
7 events- Microsoft signed a deal with Constellation to enable the Three Mile Island relaunch, while Google signed a PPA with Fortum to extend nuclear plant life.
- Joseph Michael worked as an engineer for Constellation Energy.
- Constellation Energy is leveraging its larger nuclear fleet to compete against rivals like Vistra and Duke Energy, all driven by the growing energy demands of AI hyperscalers like Microsoft.
- Cameco supplies uranium for nuclear power generation as political leaders influence support for data centers.
- Shell is acquiring 100% equity in Hunlock Creek and selling RISEC interest to Constellation.
- Shell subsidiary sells its RISEC business to Constellation Energy.
- Constellation Energy acquired assets from Calpine. Concurrently, NRG Energy advanced a gas project in Texas, and Millennium Management increased its stake in the company.
August 2026
5 events- Meta, Amazon, Vistra, and Constellation Energy have signed a 20-year agreement regarding long-term power supply.
- Constellation Energy paid the Maryland Department of Natural Resources for hatchery maintenance and dam settlement funds related to Conowingo Dam.
- Constellation Energy has sites across the Midwest, including nuclear plants in Morris.
- The AI boom is driving up energy demand, requiring Constellation Energy to meet increased power needs for data centers.
- Constellation Energy is supplying power from its facilities to Microsoft's data centers, Meta's data centers, and Comcast's corporate offices.
Show 2 earlier months
July 2026
6 events- Cameco produces and sells uranium for nuclear power, while deals support Constellation's nuclear operations, and Brookfield Renewable shares ownership of Westinghouse.
- Constellation Energy is leveraging its nuclear power assets and the recent acquisition of Calpine to secure revenue streams from data center agreements with tech giants like Microsoft and clients like Walmart.
- Constellation Energy invested in Blue Energy startup, coinciding with government plans to quadruple nuclear capacity to meet power needs.
- Constellation Energy purchased 700 acres in Essex Village.
- Constellation Energy, NextEra Energy, and Vistra are noted as large generators, while SoFi is promoting stocks in the sector for Active Invest users.
- Morgan Stanley hiked price target on Constellation Energy stock while Citigroup lowered its price target on July 1, 2026.
June 2026
38 events- Cameco, BWX Technologies, Constellation Energy, and First Solar are major holdings in the VanEck ETF and recognized leaders in energy transition markets.
- Constellation Energy and Microsoft are advancing nuclear power deals at Three Mile Island, amid Trump's policy push and rising AI power demand.
- Calpine, a geothermal complex operator in California, has been acquired by Constellation Energy.
- Utility sector companies, including Duke Energy, Constellation Energy, NextEra Energy, and Southern Company, are noted as top holdings in Vanguard ETFs.
- Constellation Energy is securing business deals for nuclear power, including restarting Three Mile Island Unit 1 for corporate clients like Meta and Microsoft.
- Constellation Energy is seeking permits for advanced nuclear reactor development, including plans to deploy SMRs in the UK and pursuing compact nuclear stations.
- Constellation acquired Calpine for energy footprint, while Meta and Microsoft require reliable, carbon-free power for their data centers.
- Constellation Energy received regulatory approval for acquisition and signed a power purchase agreement with Meta, utilizing its nuclear fleet in South Texas.
- Constellation Energy must secure approvals from the Nuclear Regulatory Commission for potential long-term power contracts.
- Constellation Energy operates a facility in Pennsylvania.
- ClearBridge Global Infrastructure Income Strategy highlighted Constellation Energy, while Trump's tariff announcement caused initial stock falls.
- Constellation Energy, which operates nuclear plants in Illinois, has secured a power purchase agreement to supply electricity to a Walmart center.
- Several energy and nuclear companies, including Cameco, Bloom Energy, and Constellation Energy, are major holdings in key ETFs.
- Constellation Energy maintained its Buy rating based on Q1 earnings and secured high-profile power agreements with major tech companies.
- Constellation Energy is listed on Nasdaq, with Morgan Stanley underwriting the offering, and benefits from Trump-era tariffs.
- MarketBeat featured Constellation Energy, ExxonMobil, Bloom Energy, and Chevron in its stock screener on June 18, 2026.
- Constellation Energy now owns and operates reactors in Illinois, driven by policy shifts and supply crunch.
- Tradr launched leveraged ETFs tracking CoreWeave, Constellation Energy, SMR, and Tempus AI, tied to the AI data center build-out theme.
- Mizuho analyst raised the price target on Constellation Energy stock on August 16, 2025.
- Berkshire Hathaway, Bank of America, BlackRock, Apple, AMD, and Constellation Energy showed strength in the financial sector, tied to data center and AI energy supply.
- Constellation Energy is expected to benefit from Trump-era tariffs and onshoring, leading to a raised price target.
- Constellation Energy acquired NRG Energy's stake in the South Texas Project, while Mirion provided digital solutions for nuclear instrumentation.
- Constellation Energy is offering innovative, customer-focused, low-carbon energy solutions.
- Constellation Energy and the Zacks Alternative Energy sector saw an industry gain of 1.8% over the past month.
- Vistra and Constellation Energy are leveraging nuclear power for their business goals and clean energy objectives.
- Constellation Energy stock outperformed the S&P 500 and its sector on July 15, 2025.
- Joe Dominguez was appointed president and CEO of Constellation Energy on August 7, 2025.
- Matthew Bauer made the biggest insider sale while serving as Senior VP & Controller at Constellation Energy on July 22, 2025.
- Constellation Energy's stock performance on July 22, 2025, lagged the S&P 500 daily gain but beat sector performance over the last month.
- Fidelity MSCI Utilities Index ETF, sponsored by Fidelity, offers broad exposure to the Utilities sector, with NEE and Constellation Energy as major holdings.
- Oklo, Constellation Energy, and Talen Energy are identified as companies operating within the energy sector.
- AI demand surge is driving up electricity costs and affecting power company shares following PJM auction results.
- Auction results provide positive development for power generators, ensuring power plants remain available in capacity markets.
- CoreWeave and Constellation Energy stocks are highlighted as being tied to the broader AI buildout theme.
- Constellation Energy, based in Baltimore, acquired Calpine and secured a 20-year supply deal with Meta.
- FERC approved the acquisition transaction between Constellation Energy and Calpine.
- Constellation Energy and Talos Energy were noted as operating within the energy sector.
- Constellation Energy outperformed the S&P 500 so far this year.