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Energy · CEG

Constellation Energy

The largest US operator of nuclear plants, selling carbon-free power, including long-term deals with tech companies.

The desk's view now

AvoidConstructive

About 4.6% higher on Friday near 298, back near Tuesday's jump; the jump is not chased.

Thesis: Constellation is the largest US nuclear operator and, after closing the Calpine acquisition in January 2026, also a large gas generator.

Updated Oct 13, 2026

Upcoming catalysts

No dated catalysts in the coming weeks.

Latest filings, contracts and releases

Same sector: Energy

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