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Constellation Energy: Getting Serious About Capacity Growth (Rating Upgrade)

Constellation Energy ( CEG ) stock has been volatile this year, trading more like a speculative AI play than a utility. Shares were under 180duringtheApriltarifftantrumandabove180 during the April tariff tantrum and above 400, double-topping there inI retired early after 22 years in the energy industry with roles in engineering, planning, and financial analysis. I have managed my own portfolio since 1998 and have met my goal to match the S+P 500 return over the long term with lower volatility and higher income. I mostly write on positions I a ...