10 Best Performing Electrical Infrastructure Stocks in 2025

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1. Constellation Energy Corporation (NASDAQ:CEG)

Year-to-date return as of December 15: 47.72%   

Number of Hedge Fund Holders: 91 

Constellation Energy Corporation (NASDAQ:CEG) is among the Best Performing Stocks.

On December 16, 2025, TheFly reported that JPMorgan reduced its price objective for Constellation Energy Corporation (NASDAQ:CEG) from $422 to $410 and maintained its Overweight rating. As per the firm, the modification is a result of revisions made to its financial model following the release of its third-quarter report.

Separately, on December 5, 2025, Reuters reported that Constellation Energy Corporation (NASDAQ:CEG) and the U.S. Department of Justice (DOJ) had achieved a settlement on the requirements needed to finalize the $16.4 billion acquisition of Calpine Corporation. According to Reuters, the Federal Energy Regulatory Commission accepted the purchase, subject to Calpine selling four generating assets in the Mid-Atlantic region.

Constellation Energy Corporation (NASDAQ:CEG) would divest three natural gas-fired power plants under the terms of the agreement with the DOJ: the York 2 facility in Pennsylvania, the Jack Fusco Energy Center near Houston, Texas, and a minority interest in the Gregory Power facility near Corpus Christi. According to the DOJ, these divestitures ease concerns that the transaction may lessen competition and increase power costs in the PJM Interconnection and Electric Reliability of Texas markets.

The Calpine acquisition came to light in January and is one of the largest transactions in the US power industry. Reuters reported that the agreement coincides with increased electrification in buildings and transportation, as well as growing electricity demand associated with AI data centers.

Constellation Energy Corporation (NASDAQ:CEG) is a supplier of energy products and services as well as a manufacturer of carbon-free energy.

While we acknowledge the potential of CEG to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than CEG and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stock To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

Disclosure: None. 10 Best Performing Electrical Infrastructure Stocks in 2025 is originally published on Insider Monkey. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.

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