CEG — Constellation Energy
Constellation Energy: what they do, key numbers, and conditions we are monitoring.
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CEG — Constellation Energy
Nuclear Power Generation • Monitoring
What They Do
Constellation Energy operates the largest nuclear fleet in the US with ~32,500 MW of capacity. The company has signed power purchase agreements with Microsoft (Three Mile Island restart) and Meta (Clinton plant) for dedicated data center power.
Key Numbers
| Nuclear Capacity | ~32,500 MW (largest US fleet) |
| Key PPAs | Microsoft (TMI), Meta (Clinton) |
| TMI Restart Target | 2028 |
| Next Earnings | May 2026 (est.) |
What We’re Watching
- New hyperscaler power purchase agreements
- Three Mile Island restart progress toward 2028 target
- Capacity factor and nuclear asset valuation trajectory
Sources: Constellation Energy 10-K and 10-Q filings (SEC EDGAR) | Yahoo Finance (CEG)
Last Updated: April 17, 2026
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