Company research
Constellation Energy (CEG)Loading SEC business and financials…
Participates in the energy & infrastructure part of the AI supply chain.
Sources may describe historical activity or future plans. Source publication dates do not confirm current deliveries. ✓ Verified means one of the two companies confirmed the relationship in its own filing, investor-relations release or official announcement, and the source link was checked on the review date.
Power supply
Announced / planned — delivery not confirmed
Constellation Energy has announced plans to supply Meta.
Product / business: Power supply
Constellation and Meta signed a 20-year PPA for Clinton nuclear output, starting in 2027.
Future contractual supply; not generation already delivered to Meta.
Source published: Unknown
Power supply
Announced / planned — delivery not confirmed
Constellation Energy has announced plans to supply Microsoft.
Product / business: Power supply
Constellation signed a 20-year Microsoft power-purchase agreement supporting the planned restart of the Crane Clean Energy Center.
Restart remains a project milestone, not proof of power already delivered; PPA does not imply a dedicated physical wire to a data center.
Data-center / compute capacity
Documented — status as described by source
Sources document the relationship between Constellation Energy and Microsoft.
Product / business: Data-center / compute capacity
Agreement for hourly carbon-free energy matching for a data center.
Listing data synced 2026-04-16.
Period ended 2026-06-30 · Published 2026-08-06
Sources checked 2026-09-13
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Estimated market cap
91.23B USD
As of 2026-10-02
Latest cached closing price × SEC reported shares outstanding.
Share count as of 2026-07-31
Filed 2026-08-06 ↗Annual report for the year ended 2025-12-31. These are reported annual figures, not trailing twelve-month estimates.
Our nuclear fleet is the nation’s largest, with current generating capacity of approximately 22 GWs, producing 183 TWhs of zero-emissions electricity during 2025 – enough to power 16 million homes and avoid more than 122 million metric tons of carbon emissions according to the EPA GHG Equivalencies Calculator. We have ownership interests in 14 nuclear generating stations currently in service, consisting of 25 units.
Excerpt from Item 1 — Business; filed 2026-02-24. May be shortened.
Source: SEC Company Facts. Checked 2026-10-04. Data is refreshed in the background. Missing or ambiguous figures are left unavailable.
