Data Center Infrastructure

Constellation Energy

High82% confidenceProfile verified Jul 13, 2026

The largest private-sector power producer in the world and the largest nuclear energy company in the US, with 55 gigawatts of generating capacity, holding long-term power agreements with Microsoft, Meta and CyrusOne to meet surging AI data center electricity demand.

Leading Indicators

Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.

Steadyinsider filing activity unchanged since last check

Additional Intelligence Signals

Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.

Federal contract disclosures

General Services Administration — $114,793,215: ENERGY PERFORMANCE SAVING CONTRACT - TO INSTALL ENERGY EFFICIENT EQUIPMENT

USAspending.gov · Oct 31, 2024

Department of Defense — $41,460,490: IGF::OT::IGF ESPC AT NAVAL STATION GREAT LAKES. CONSTRUCTION AND PERFORMANCE PERIOD SERVICES FOR LIGHTING, WATER AND SEWER, COMMISSIONING, HVAC, BUILDING ENVELOPE, AND RENEWABLE ENERGY SYSTEM IMPROVEMENTS.

USAspending.gov · Feb 5, 2016

Department of Defense — $41,145,731: IGF::OT::IGF ESPC AT MARINE CORPS LOGISTICS BASE ALBANY. CONSTRUCTION AND PERFORMANCE PERIOD SERVICES FOR BOILER PLANT IMPROVEMENTS, LIGHTING IMPROVEMENTS, ELECTRIC MOTORS AND DRIVES, RENEWABLE ENERGY SYSTEMS, AND ENERGY/UTILITY DISTRIBUTION SYSTEMS.

USAspending.gov · Sep 30, 2016

Department of Defense — $39,847,656: ESPC AT NAVAL STATIONS GREAT LAKES

USAspending.gov · Dec 18, 2009

Department of Defense — $9,661,143: TASK ORDER AWARD FOR THE FORT MEADE ESPC PROJECT.

USAspending.gov · Feb 15, 2019

Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

3 sources · 1 government/SEC filing · 87% avg. source confidence

Insider Filing Activity

11Form 4 filings, trailing 90 days0 since last week's snapshot

Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026

Dependency Map

What Constellation Energy depends on below, and who depends on Constellation Energy above — click any node to make it the new center, 2 levels deep.

Connection type

Investment
Dependency
Supply Chain
Development
Enablement
Competition / Other
Succession

Click any node to make it the new center. Scroll to zoom, drag to pan.

The Story So Far (last 6 months)

Feb 2026: Constellation Energy Corp FY2025 Annual Report (Form 10-K), filed with the SECFeb 2026: Constellation's long-term power agreements with Microsoft and Meta support AI data center…Mar 2026: Constellation completes $16.4B Calpine acquisition, adding 26GW of gas and geothermal cap…

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.

Constellation Energy's Timeline

A sourced, dated history of Constellation Energy's key moments — founding to present.

  1. Jan 2022 · Spun off from Exelon

    Constellation Energy was spun off from Exelon, becoming the largest private-sector power producer in the world and the largest US nuclear energy company.

  2. Jan 2026 · Completes $16.4B Calpine acquisition

    Constellation finalized its $16.4 billion acquisition of Calpine, combining its 32.4 GW nuclear fleet with Calpine's 26 GW of gas and geothermal capacity to meet surging AI data center electricity demand.