Constellation Energy (CEG) reported second-quarter 2026 operating revenues of $7.504 billion, up from $6.101 billion a year earlier. GAAP net income attributable to common shareholders was $513 million, or $1.42 per basic and diluted share, compared with $839 million, or $2.67 per share, in the second quarter of 2025.
The company raised its full-year adjusted operating earnings guidance to $11.50 to $12.50 per share. Constellation also cited progress on the Crane Clean Energy Center restart, new long-term power purchase agreements and an agreement to divest the Brazos Valley Energy Center. Materials are available on the company’s investor website.
- Second-quarter 2026 GAAP net income per share was $1.42, down from $2.67 a year earlier.
- Adjusted operating earnings were $2.55 per share, compared with $1.91 in the second quarter of 2025.
- Constellation signed an additional 920 megawatts of long-term power purchase agreements for clean, reliable generation.
- FERC granted a waiver allowing transfer of existing Capacity Interconnection Rights to Crane Clean Energy Center, and the NRC approved its fuel license amendment request.
- The company agreed to sell Brazos Valley Energy Center, a 606-megawatt natural gas-fired plant in ERCOT, for $860 million before closing adjustments.
- Nuclear generation totaled 44,160 gigawatt-hours in the quarter, compared with 45,170 gigawatt-hours a year earlier.
$CEG Hedge Fund Activity
We have seen 938 institutional investors add shares of $CEG stock to their portfolio, and 888 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ECP CONTROLCO, LLC added 22,043,724 shares (+inf%) to their portfolio in Q1 2026, for an estimated $6,155,709,927
- CANADA PENSION PLAN INVESTMENT BOARD added 7,531,358 shares (+5330.4%) to their portfolio in Q1 2026, for an estimated $2,103,131,721
- ELECTRON CAPITAL PARTNERS, LLC removed 5,579,921 shares (-96.2%) from their portfolio in Q1 2026, for an estimated $1,558,192,939
- CAPITAL INTERNATIONAL INVESTORS removed 5,204,516 shares (-31.0%) from their portfolio in Q1 2026, for an estimated $1,453,361,093
- FMR LLC removed 4,183,124 shares (-29.1%) from their portfolio in Q1 2026, for an estimated $1,168,137,377
- CAPITAL RESEARCH GLOBAL INVESTORS added 2,910,792 shares (+155.1%) to their portfolio in Q1 2026, for an estimated $812,838,666
- PRICE T ROWE ASSOCIATES INC /MD/ added 2,527,778 shares (+85.8%) to their portfolio in Q1 2026, for an estimated $705,882,006
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$CEG Congressional Stock Trading
Members of Congress have traded $CEG stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $CEG stock by members of Congress over the last 6 months:
- SENATOR SHELLEY MOORE CAPITO sold up to $15,000 on 04/17.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 04/02.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
