Market Cap
$93.7B
CEG
Constellation Energy Corp
$258.92 ▲ +1.93%
Prev close $254.02Market cap$93.7B
ConsensusStrong Buy
12-mo target$342.98 (+32.5%)
▲ 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.
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
10
Congressional
5 trades
Price chart 30d -10.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Aug 21, 2026 SEC 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
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
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
Aug 6, 2026 SEC CRANDALL ROGER W bought 1,500 shares
Director @ $278.62 ($417.9K)
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.
82% rate it Buy or better · 28 analysts
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 | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 18 | 5 | 0 | 0 | 82% | |
| Aug 1, 2026 | 5 | 19 | 5 | 0 | 0 | 83% | |
| Jul 1, 2026 | 5 | 19 | 5 | 0 | 0 | 83% | |
| Jun 1, 2026 | 4 | 19 | 4 | 0 | 0 | 85% | |
| May 1, 2026 | 4 | 18 | 4 | 1 | 0 | 81% | |
| Apr 1, 2026 | 4 | 17 | 5 | 0 | 0 | 81% | |
| Mar 1, 2026 | 4 | 14 | 6 | 0 | 0 | 75% | |
| Feb 1, 2026 | 4 | 14 | 6 | 0 | 0 | 75% |
Price targets
Where 20 covering analysts think CEG trades over the next 12 months.
$342.98 +32.5% upside Strong Buy
Current$258.92 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
Recent posts
Thoughts on Constellation Energy (CEG) bottoming out here?
▲ 1 · 💬 0· ⚡ 0.5
Thoughts on Constellation Energy (CEG) bottoming area right now?
▲ 1 · 💬 0· ⚡ 0.5
100 shares of $CEG at $288 basis - low delta CCs while accumulating, or wait?
▲ 1 · 💬 0· ⚡ 0.5
$CEG vs $VST: Which is the better AI power investment today / are energy stocks a good long-term investment?
▲ 1 · 💬 1· ⚡ 0.5
$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