stellation Energy (US:CEG) The Motley Foolยท2025-10-26 15:10Company Overview - Constellation Energy Group offers a range of services including electricity generation and sales, natural gas, renewable energy, and related energy services across the United States [5] - The company operates a diversified portfolio of nuclear, wind, solar, natural gas, and hydroelectric assets, generating revenue through wholesale and retail energy sales [5] - Constellation Energy has over 32,400 megawatts of generating capacity, emphasizing a balanced mix of nuclear and renewable assets [6] Financial Performance - As of October 16, 2025, Constellation Energy reported a revenue of $23.57 billion and a net income of $3.75 billion [4] - The company's dividend yield is currently at 0.39%, but it has increased its dividend payout by 175% since initiating a dividend program in 2022 [4][9] Recent Developments - TB Alternative Assets Ltd. reduced its stake in Constellation Energy by 94,343 shares, valued at approximately $30.45 million, bringing its total holdings to 69,606 shares valued at $22.91 million [2][3] - Following this transaction, Constellation Energy's stake in TB Alternative Assets is now 3.4% of the fund's reportable U.S. equity assets [3] - Constellation Energy's stock price was $396.53 as of October 16, 2025, reflecting a 41.7% increase over the past year, outperforming the S&P 500 index by 35.9 percentage points [3] Strategic Positioning - The company's nuclear energy segment is expected to deliver a growing revenue stream, supported by expanded nuclear tax credits from recent legislation [10] - Constellation Energy has secured a 20-year deal with Meta to provide the full output of the Clinton Clean Energy Center, indicating strong demand for its energy solutions [10]