Yes, VanEck Uranium and Nuclear ETF (NLR) holds CEG with 8.05% (as of 2026-05-12).

Yes, Vanguard Mid-Cap ETF (VO) holds CEG with 0.93% (as of 2026-05-12).

Constellation Energy Corporation (CEG) is held by NLR (8.05%), VO (0.93%).

What AI bubble is CEG in?

Constellation Energy Corporation (CEG) is mapped to the Datacenter Power bubble on QuantAbundancia. Largest US nuclear generator.

What is CEG's last close price?

CEG last closed at $277.18 on 2026-05-13.

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CEG

NASDAQNext earnings·Aug 10AnalystsBuy·20+33%

Constellation Energy Corporation

$277.18last close

-5.1%~252d

Price

-5.08% over 1Y

Thesis

as of 2026-05-03

Largest US nuclear fleet — direct beneficiary of hyperscaler 24/7 baseload demand. 20-year Meta PPA (1.1 GW, Illinois, starts 2027) is the proof point.

•20-year PPA with Meta: 1.1 GW of nuclear power in Illinois, starting 2027
•Powering Meta's AI data center expansion through 2046+
•Nuclear baseload is the only credible "always-on" AI power source at scale
•Convergent with the broader datacenter-power thesis (VST, NEE, GEV all signing similar)

customersMETA

Bubbles· capital-flow co-movement

Datacenter Powerprimaryw 1.00

Conviction· in 2 watchlists

Top correlated· 252d co-movement

VSTDatacenter Power

Frequently asked questions

Is CEG in NLR?: Yes, VanEck Uranium and Nuclear ETF (NLR) holds CEG with 8.05% (as of 2026-05-12).
Is CEG in VO?: Yes, Vanguard Mid-Cap ETF (VO) holds CEG with 0.93% (as of 2026-05-12).
What ETFs hold CEG?: Constellation Energy Corporation (CEG) is held by NLR (8.05%), VO (0.93%).
What AI bubble is CEG in?: Constellation Energy Corporation (CEG) is mapped to the Datacenter Power bubble on QuantAbundancia. Largest US nuclear generator.
What is CEG's last close price?: CEG last closed at $277.18 on 2026-05-13.

CEG

Price

Thesis

Bubbles· capital-flow co-movement

Conviction· in 2 watchlists

Top correlated· 252d co-movement

Frequently asked questions

Recent news· high-signal only

Held by ETFs

Key levels

Facts