Constellation Energy.
energy company headquartered in Baltimore, Maryland, United States
- Reports this week
- 6
- Active events
- 5
- Connections
- 117
What's happening
Active this week
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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 support1 report
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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 supported8 reports1 development inside
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Joseph Michael worked as an engineer for Constellation Energy.Some support2 reports
Earlier this month
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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
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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 support3 reports1 development inside
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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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Meta, Amazon, Vistra, and Constellation Energy have signed a 20-year agreement regarding long-term power supply.Some support1 report
One to three months ago
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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
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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
Gone quiet
No new reports in 90+ days-
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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Cameco, BWX Technologies, Constellation Energy, and First Solar are major holdings in the VanEck ETF and recognized leaders in energy transition markets.Some support2 reports
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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
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Constellation Energy was identified as the leading source of wholesale energy in the United States.Some support4 reports
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Constellation Energy's stock gained 6.5% on August 13, 2025, while the industry gained 9.8%.Some support1 report
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Constellation Energy is involved in developments regarding the US electric utilities industry, including Chris Mudrick's appointment and market reactions to potential FED rate cuts.Some support1 report
No events began in the chosen period. Widen it, or reset.
Around Constellation Energy this week
News at the entities that move Constellation Energy most-
Microsoft StructuralNvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.Moves Constellation Energy
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Meta StructuralMeta is launching a new commercial wing specifically focused on AI deployment.Moves Constellation Energy
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Nuclear Regulatory Commission StructuralA plant involved in the Yankee site redevelopment is facing a shutdown due to market losses and requires review by the Nuclear Regulatory Commission after debris shipment to Texas.Moves Constellation Energy
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PJM Interconnection StructuralConstellation is expanding its ISO New England portfolio and growing its presence in the PJM market through acquisitions, including a gas portfolio.Moves Constellation Energy
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Shell TransactionalMarketBeat is reporting analyst ratings for Shell and Targa Resources.Moves Constellation Energy
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Morgan Stanley TransactionalFinancial firms including Morgan Stanley, Truist Financial, Jefferies Financial Group, and CIBC issued rating and price objective updates for Clearway Energy.Moves Constellation Energy
Connections
The 40 strongest of 117, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
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
A long-term, high-volume power purchase agreement exists where Constellation provides nuclear energy to power Microsoft's data centers and AI infrastructure.
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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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Walmart Structural
Constellation Energy supplies nuclear power to Walmart under a long-term power purchase agreement.
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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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Nuclear Regulatory Commission Structural
The Nuclear Regulatory Commission formally regulates Constellation Energy, requiring licenses and approvals for its operations and development.
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Comcast Structural
Constellation Energy provides critical and reliable power supply necessary for Comcast's data center operations.
Show all 40 connections
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Duke Energy Operational
The two companies actively compete in the nuclear power generation market.
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PJM Interconnection Structural
PJM operates the capacity markets and auction systems that determine the operational viability and revenue streams for Constellation Energy.
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Pennsylvania Structural
Constellation Energy operates facilities and reactors under the jurisdiction of the State of Pennsylvania.
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Shell Transactional
Shell is forecasting the sale of its RISEC business unit to Constellation Energy.
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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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Conowingo Dam Structural
Constellation Energy owns and operates the Conowingo Dam infrastructure.
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SEC Structural
Constellation Energy operates under the regulatory oversight of the SEC concerning its financial offerings.
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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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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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Amazon Web Services Structural
Constellation Energy provides critical nuclear power capacity to support Amazon Web Services' hyperscale data center operations.
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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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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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Oklo Operational
Oklo and Constellation Energy are competitive peers in the niche nuclear energy market, vying for clean power contracts.
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Illinois Structural
Constellation Energy owns and operates nuclear power generation facilities within the jurisdiction of Illinois.
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CyrusOne Structural
A secured long-term power purchase agreement with B, establishing a formal operational dependency.
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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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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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FED Mentioned together
The FED's monetary policy influences the financial environment and market reactions affecting Constellation Energy.
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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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Citigroup Mentioned together
Citigroup lowered its price target for Constellation Energy stock, indicating financial analysis coverage.
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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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Essex Village Transactional
Constellation Energy purchased 700 acres of land in Essex Village.
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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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Southern Company Mentioned together
Both companies are included as top holdings within the Vanguard ETF, indicating thematic grouping.
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Midwest Shared context
Constellation Energy operates facilities and generates revenue within the Midwest region.
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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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Maryland Department of Natural Resources Transactional
Constellation Energy pays the Maryland Department of Natural Resources for hatchery maintenance services.
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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 beganSeptember 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- Constellation Energy paid the Maryland Department of Natural Resources for hatchery maintenance and dam settlement funds related to Conowingo Dam.
- Meta, Amazon, Vistra, and Constellation Energy have signed a 20-year agreement regarding long-term power supply.
- 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.
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.
Show 1 earlier month
June 2026
41 events- 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.
- Cameco, BWX Technologies, Constellation Energy, and First Solar are major holdings in the VanEck ETF and recognized leaders in energy transition markets.
- 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.
- Constellation Energy was identified as the leading source of wholesale energy in the United States.
- Constellation Energy's stock gained 6.5% on August 13, 2025, while the industry gained 9.8%.
- Constellation Energy is involved in developments regarding the US electric utilities industry, including Chris Mudrick's appointment and market reactions to potential FED rate cuts.