Goldman Sachs Solar and Green Energy Stocks: Top 5 Stock Picks

2. Constellation Energy Corporation (NASDAQ:CEG)

Goldman Sachs’ Stake Value: $651.96 million

On February 9, 2026, Constellation Energy Corporation (NASDAQ:CEG) entered a 20-year agreement with the Tennessee Titans to be the preferred energy source for the new Nissan Stadium. The corporation will operate an on-site facility to offer heating and cooling when the 60,000-capacity stadium opens in 2027.

On February 24, 2026, Reuters reported that Constellation Energy Corporation (NASDAQ:CEG) surpassed Wall Street expectations for fourth-quarter adjusted profit, reporting $2.30 per share compared to an average analyst estimate of $2.23, according to LSEG data.

CEO Joe Dominguez noted the firm’s nuclear fleet as a critical component in managing increased electricity demand caused by electrification and the data economy. Constellation Energy Corporation (NASDAQ:CEG) has struck a contract with CyrusOne to set up a new data center near the Freestone Energy Center in Texas, as well as deals with Meta Platforms and Microsoft Corporation for nuclear reactor operations. The corporation also closed on the $16.4 billion acquisition of Calpine Corporation in January.

Constellation Energy Corporation (NASDAQ:CEG) generates, supplies, and markets clean electricity, as well as renewable energy products and solutions. The company also provides wholesale energy, retail products, and services.