Nasdaq· Electric Services· Inc. PA· CIK 0001868275

CEG

Constellation Energy Corp

$257.88 ▼ -0.40%

Prev close $258.92

Market cap$93.7B

ConsensusStrong Buy

12-mo target$342.98 (+33.0%)

▲ Bullish

Analyst conviction 8/10

High Impact Filing (7/10)38 New Institutional Positions12 Institutional ExitsCongressional Activity (1) Traditional Energy

Snapshot

The big-picture read on CEG right now — valuation, ownership and activity at a glance.

Market Cap

$93.7B

Cap Size

Large Cap

Analyst Consensus

Strong Buy (82%)

Inst. Holders

50 funds

Inst. Value

$56.0B

Inst. Activity

38 buys / 12 sells

Insider Activity

$417.9K buy / $0.00 sell

Insider Net $

$417.9K

Social Sentiment

57° Neutral

SEC Reports

Congressional

5 trades

Price chart 30d -11.1%

Daily candles (open–high–low–close) with volume. Green = up day, red = down day.

Vol

Recent activity

The latest filings, insider trades, analyst actions, press and options flow — newest first.

Oct 1, 2026 short_volume

Short Volume: CEG — 59.3% short (0.9M / 1.6M)

Short: 939,646 | Exempt: 801 | TRF Vol: 1,584,934 | Short Ratio: 59.3% | Off-exchange volume (dark p

Aug 21, 2026 SEC

Andrew Novotny, an officer of Constellation Energy, filed a Form 144 notice of intent to sell 19,825 shares of common st

144 — Impact 4/10

Aug 14, 2026 SEC

Director Roger W. Crandall purchased $418K of CEG stock on 2026-08-11, following the company's strong Q2 earnings beat a

INSIDER-BUY — Impact 2/10

Aug 13, 2026 Congress

John Boozman sell

$1,001 - $15,000 — Senate

Aug 11, 2026 Insider

CRANDALL ROGER W bought 1,500 shares

Director @ $278.62 ($417.9K)

Aug 6, 2026 SEC

Constellation Energy reported Q2 2026 Adjusted (non-GAAP) Operating Earnings of $2.55 per share, a 33.5% YoY increase fr

8-K — Impact 7/10

Aug 4, 2026 Insider

CRANDALL ROGER W was granted 462 shares

Director @ $267.25 ($123.5K)

Jun 30, 2026 Insider

Harrington Charles L. was granted 146 shares

Director @ $248.37 ($36.3K)

Analyst ratings buy % +10.8%

How Wall Street rates the stock today, and the latest firm-by-firm actions.

Strong Buy 82% rate it Buy or better · 28 analysts

Strong Buy 5 18% Buy 18 64% Hold 5 18% Sell 0 0% Strong Sell 0 0%

Recent analyst actions

Date	Firm	Action	Rating	Firm rating
Sep 18, 2026	Morgan Stanley	MAINTAIN	Overweight	55%
Aug 21, 2026	Morgan Stanley	MAINTAIN	Overweight	55%
Aug 11, 2026	Argus Research	MAINTAIN	Buy	54%
Jul 28, 2026	UBS	MAINTAIN	Buy	55%
Jul 28, 2026	Barclays	MAINTAIN	Overweight	54%
Jul 27, 2026	TD Cowen	MAINTAIN	Buy	56%
Jul 27, 2026	Wells Fargo	MAINTAIN	Overweight	54%
Jul 1, 2026	Citigroup	MAINTAIN	Neutral	55%
Jun 18, 2026	Goldman Sachs	INITIATE	Neutral	54%
Jun 17, 2026	Bernstein	INITIATE	Outperform	51%

Monthly consensus history

Period	Str. Buy	Buy	Hold	Sell	Buy %
Sep 1, 2026	5	18	5	0	82%
Aug 1, 2026	5	19	5	0	83%
Jul 1, 2026	5	19	5	0	83%
Jun 1, 2026	4	19	4	0	85%
May 1, 2026	4	18	4	1	81%
Apr 1, 2026	4	17	5	0	81%
Mar 1, 2026	4	14	6	0	75%
Feb 1, 2026	4	14	6	0	75%

Price targets

Where 20 covering analysts think CEG trades over the next 12 months.

$342.98 +33.0% upside Strong Buy

Current$257.88 Low$290.00 Median$348.00 High$395.00 20 analysts

$290.00$395.00

Analyst rating Buy· 1.5/5 as of Oct 2, 2026

Social media sentiment mood -16.7%

Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.

57°

Neutral

BearishNeutralBullish

34 mentions 12 bullish 7 bearish 15 neutral

Recent posts

stocks Neutral 2d 12h ago

Thoughts on Constellation Energy (CEG) bottoming out here?

▲ 1 · 💬 0· ⚡ 0.5

stocks Neutral 2d 12h ago

Thoughts on Constellation Energy (CEG) bottoming area right now?

▲ 1 · 💬 0· ⚡ 0.5

options Bullish 18d 15h ago

100 shares of $CEG at $288 basis - low delta CCs while accumulating, or wait?

▲ 1 · 💬 0· ⚡ 0.5

investing Neutral 19d 3h ago

$CEG vs $VST: Which is the better AI power investment today / are energy stocks a good long-term investment?

▲ 1 · 💬 1· ⚡ 0.5

stocks Neutral 19d 3h ago

$CEG vs $VST: Which is the better AI power investment today / are energy stocks a good long-term investment?

▲ 1 · 💬 0· ⚡ 0.5

Reports & filings

AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.

10 SEC filing reports analyzed · 2 bullish, 1 bearish, 0 mixed, 7 neutral · avg impact 4.0/10.

NEUTRAL1444/10

Andrew Novotny, an officer of Constellation Energy, filed a Form 144 notice of intent to sell 19,825

Aug 21, 2026

NEUTRALINSIDER-BUY2/10

Director Roger W. Crandall purchased $418K of CEG stock on 2026-08-11, following the company's stron

Aug 14, 2026

BULLISH8-K7/10

Constellation Energy reported Q2 2026 Adjusted (non-GAAP) Operating Earnings of $2.55 per share, a 3

Aug 6, 2026

NEUTRAL8-K2/10

Constellation Energy announced the retirement of Board Chair Robert Lawless and elected CEO Joe Domi

Aug 5, 2026

Upcoming & catalyst events

Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.

Oct 1, 2026

short_volume

Short Volume: CEG — 59.3% short (0.9M / 1.6M)

Short: 939,646 | Exempt: 801 | TRF Vol: 1,584,934 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)

Sep 30, 2026

short_volume

Short Volume: CEG — 69.5% short (1.1M / 1.7M)

Short: 1,149,014 | Exempt: 128 | TRF Vol: 1,653,464 | Short Ratio: 69.5% | Off-exchange volume (dark pool + OTC)

Sep 29, 2026

short_volume

Short Volume: CEG — 64.7% short (0.5M / 0.8M)

Short: 499,441 | Exempt: 312 | TRF Vol: 771,916 | Short Ratio: 64.7% | Off-exchange volume (dark pool + OTC)

Sep 28, 2026

short_volume

Short Volume: CEG — 65.8% short (0.5M / 0.8M)

Short: 510,609 | Exempt: 916 | TRF Vol: 775,906 | Short Ratio: 65.8% | Off-exchange volume (dark pool + OTC)

Sep 24, 2026

short_volume

Short Volume: CEG — 60.0% short (0.4M / 0.7M)

Short: 393,189 | Exempt: 2,835 | TRF Vol: 654,962 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)

Earnings estimates

Forecast earnings per share and revenue by period — and whether estimates are rising.

Period	EPS Est.	Range	Growth	30d Rev	Up/Dn	Revenue	#
Current Q	$3.75	$3.33–$4.40	23.4%	-1.6%	7↑ 3↓	$9.4B	10
Next Q	$3.12	$2.56–$3.59	35.8%	+3.9%	8↑ 2↓	$8.7B	10
Current FY	$12.14	$11.77–$12.49	29.3%	+0.0%	14↑ 2↓	$35.5B	18
Next FY	$13.32	$12.50–$14.79	9.7%	-0.2%	7↑ 9↓	$36.7B	18

Current-quarter EPS estimate — revision history

When	EPS estimate	Change vs now
Current	$3.753	—
7d ago	$3.744	+0.009
30d ago	$3.812	-0.059
60d ago	$3.780	-0.027
90d ago	$3.628	+0.125

Institutional ownership

Which big funds own CEG (from quarterly 13F filings) and who is adding or trimming.

50 institutional holders with $56.0B total value (220,538,916 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 38 institutions added/increased vs 12 reduced.

Top holders — 2026-Q2

Fund	Shares	Value	% Tracked	Last move
BlackRock, Inc.	24,555,970	$6.1B	10.9%	—
VANGUARD CAPITAL MANAGEMENT LLC	21,037,547	$5.2B	9.3%	—
STATE STREET CORP	19,411,636	$4.8B	8.6%	—
VANGUARD PORTFOLIO MANAGEMENT LLC	15,831,891	$3.9B	7.0%	—
Capital International Investors	12,657,149	$3.1B	5.6%	—
Invesco Ltd.	11,109,902	$2.8B	4.9%	—
MORGAN STANLEY	9,050,555	$2.2B	4.0%	—
GEODE CAPITAL MANAGEMENT, LLC	7,515,854	$1.9B	3.3%	—
FMR LLC	6,538,601	$1.6B	2.9%	TRIM -35.8%
Capital Research Global Investors	5,750,152	$1.4B	2.6%	—

Recent position changes

Fund	Action	Prev	Current	Change	Value
FMR LLC	TRIM	10,181,644	6,538,601	-35.8%	$1.6B
CANADA PENSION PLAN INVESTMENT BOARD	TRIM	7,672,648	5,012,169	-34.7%	$1.2B
NORGES BANK	NEW	—	4,261,792	—	$1.1B
VICTORY CAPITAL MANAGEMENT INC	ADD	2,333,632	3,233,698	+38.6%	$803.2M
UBS Group AG	ADD	2,053,402	2,915,325	+42.0%	$724.1M
Amundi	ADD	1,324,823	1,998,702	+50.9%	$496.4M
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	ADD	568,532	864,092	+52.0%	$214.6M
Pictet Asset Management Holding SA	ADD	554,540	795,234	+43.4%	$197.5M
CITIGROUP INC	ADD	488,193	739,811	+51.5%	$183.7M
BARCLAYS PLC	TRIM	930,811	680,357	-26.9%	$169.0M

Insider activity

Buying and selling by company executives and directors (SEC Form 4).

18 insiders, 50 transactions. Net $417.9K — $417.9K bought, $0.00 sold.

Date	Insider	Title	Type	Shares	Price	Value
Aug 11, 2026	CRANDALL ROGER W	Director	BUY	1,500	$278.62	$417.9K
Aug 4, 2026	CRANDALL ROGER W	Director	AWARD	462	$267.25	$123.5K
Jun 30, 2026	Harrington Charles L.	Director	AWARD	146	$248.37	$36.3K
Apr 28, 2026	Halverson Bradley M	Director	AWARD	556	$305.71	$170.0K
Apr 28, 2026	Holzrichter Julie	Director	AWARD	556	$305.71	$170.0K
Apr 28, 2026	DE BALMANN YVES C	Director	AWARD	556	$305.71	$170.0K
Apr 28, 2026	Harrington Charles L.	Director	AWARD	556	$305.71	$170.0K
Apr 28, 2026	Jamil Dhiaa M.	Director	AWARD	556	$305.71	$170.0K
Apr 28, 2026	Ashish Khandpur K	Director	AWARD	556	$305.71	$170.0K
Apr 28, 2026	LAWLESS ROBERT J	Director	AWARD	556	$305.71	$170.0K

Congressional trades

CEG trades disclosed by members of Congress, with disclosure delay.

3 members · 3 buys / 2 sells

Date	Member	Party	Chamber	Type	Amount	Asset	Disclosed
Aug 13, 2026	John Boozman	R	SENATE	SELL	$1,001 - $15,000	CONSTELLATION ENE CORP	Sep 11, 2026(30d)
Jun 12, 2026	John Boozman	R	SENATE	BUY	$1,001 - $15,000	CONSTELLATION ENE CORP	Jul 13, 2026(32d)
Apr 17, 2026	Shelley Moore Capito	R	SENATE	SELL	$1,001 - $15,000	CONSTELLATION ENE CORP	May 7, 2026(21d)
Apr 13, 2026	Mark Warner	D	SENATE	BUY	$1,001 - $15,000	CONSTELLATION ENE CORP	May 1, 2026(19d)
Apr 2, 2026	John Boozman	R	SENATE	BUY	$1,001 - $15,000	CONSTELLATION ENE CORP	May 8, 2026(37d)

Short interest & halts

FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CEG.

Shares short

11,740,256

Settlement Sep 15, 2026

Change vs prior

+1.4%

Semi-monthly cycle

Days to cover

4.2

At avg daily volume

Of shares outstanding

≈3.3%

Estimate — not % of float

All CEG filing & press-release reports (10)

144 reportAug 21, 2026
INSIDER-BUY reportAug 14, 2026
8-K reportAug 6, 2026
8-K reportAug 5, 2026
COURT-RULING reportJul 3, 2026
8-K reportJun 2, 2026
424B4 reportJun 2, 2026
8-K reportMay 11, 2026
DEFA14A reportMar 30, 2026
DEFA14A reportMar 19, 2026