Constellation Energy Corporation (CEG)

Constellation Energy Corporation (Nasdaq: CEG) is the largest producer of carbon-free energy in the United States, operating a vast fleet of nuclear, solar, wind, and hydro assets. Led by CEO Joe Dominguez, the company’s mission is to accelerate the transition to a carbon-free future by providing reliable, 24/7 clean energy. Constellation envisions a future where nuclear power is the primary engine for the AI revolution, providing the emissions-free electricity required by massive data centers. Holding nearly 20% of the U.S. nuclear capacity, the company is a critical infrastructure provider for the nation’s energy security. For investors tracking CEG stock, the company is the premier "AI-Nuclear" play, benefiting from the unprecedented demand for carbon-free power from big tech hyperscalers.

The business operations of Constellation Energy reached a historic turning point in late 2025 following the landmark agreement to restart the Crane Clean Energy Center (Three Mile Island Unit 1) to power Microsoft’s AI infrastructure. In late 2025, CEG stock investors cheered the company’s upwardly revised long-term earnings guidance, driven by the rollout of the "Nuclear Production Tax Credit" (PTC) and favorable clean energy policies. The future business strategy for CEG stock centers on co-locating data centers directly at its nuclear sites to eliminate grid bottlenecks and maximize efficiency. Throughout 2025, the company reported record-breaking margins, supported by its role as a key supplier of "Clean Hydrogen" and carbon-free energy certificates. As tech giants scramble for 24/7 green power, the specialized nuclear assets provided by CEG stock have become the most valuable real estate in the energy sector, supporting the long-term growth case for the stock.

Constellation Energy stock is listed on the Nasdaq Global Select Market under the ticker symbol CEG. The CEG stock price has seen a meteoric rise in late 2025, recently trading near $265 as the market rewards its unique positioning at the intersection of energy and AI. Analysts monitoring the CEG stock price emphasize the company’s "Base Load" moat—unlike wind or solar, its nuclear plants provide constant power regardless of weather conditions. For those tracking the CEG stock price today, the key catalysts include the progress of the Three Mile Island restart and new co-location deals with Amazon or Google. As the world moves toward a high-compute, low-carbon future, CEG stock remains a top pick for portfolios focused on utility innovation and sustainable growth. The rising CEG stock price reflects its role as the indispensable power architect of the 21st century.