NewQ1 2026 Clean Energy Deal Intelligence Report is live
M&AClosedFebruary 2, 2022

Constellation Energy — largest US carbon-free generator (55 GW; 21 nuclear reactors + interest in Salem-1/2)

Exelon spins off Constellation Energy as standalone clean energy company. Created largest US clean energy producer (~10% of US clean generation). Shareholders received 1 CEG share per 3 Exelon shares. CEG NASDAQ debut Feb 2, 2022. Subsequent acquirer of Calpine ($26.6B, Jan 2025).

$15.00B

Deal Value

55,000MW

Capacity

Nuclear

Technology

Multi-state

Location

MarketsNuclear

Deal Details

Deal Type
Corporate M&A
Seller / Sponsor
Exelon Corporation (NASDAQ: EXC)
Buyer / Financier
Constellation Energy Corporation (NASDAQ: CEG)
Deal Value
~$15B implied market cap at separation
Stage
Operating
ISO/RTO
Multiple

Related Deals

OtherApr 2026

Pastoria Solar Project — 105 MW utility-scale solar PV, Kern County, CA (+ 80 MW / 320 MWh Pastoria Power Bank BESS coming online spring/summer 2026)

Calpine (a Constellation Energy business) → California Department of Water Resources (DWR) / PG&E

M&AMar 2026

Constellation PJM natural gas generation portfolio — 4.4 GW across Delaware and Pennsylvania (Bethlehem, York 1 & 2, Hay Road, Edge Moor)

Constellation Energy → LS Power

$5B

M&AJan 2026

Calpine Corporation — 27 GW natural gas + geothermal fleet, creating 55 GW combined company

Energy Capital Partners, Access Industries, CPP Investments → Constellation Energy

$26.6B (stock + cash)

FinancingNov 2025

Xe-100 high-temperature gas-cooled SMR fleet (80 MW per module) — 144 modules ordered to date (~11.5 GW)

X-Energy Reactor Company → Jane Street (lead), Ares Management funds, ARK Invest, Corner Capital, Emerson Collective

$700M (Series D)

M&AJan 2025

Calpine Corporation — largest US power generator with ~26 GW of natural gas + geothermal (725 MW The Geysers, CA) capacity across 80 facilities

Energy Capital Partners (ECP) consortium → Constellation Energy

$26.6B

M&AMay 2026

FH Capital acquires 75.1% controlling stake in Jinko Solar (U.S.) Industries Inc. — 2 GW solar module manufacturing facility in Jacksonville, Florida (AllianceFlorida at Cecil Commerce Center, ~650 employees) plus a growing US BESS manufacturing line. JinkoSolar Holding retains 24.9%.

JinkoSolar Holding Co., Ltd. (NYSE: JKS) → FH Capital

$191M (per Nikkei Asia)

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