Constellation Energy's 2.14% Rise Driven by AI Energy Demand $640M Volume Ranks 173th

Constellation Energy (CEG) rose 2.14% on August 12, 2025, with a trading volume of $640 million, ranking 173rd in market activity. The move followed renewed focus on utility stocks as a key beneficiary of AI-driven energy demand. Analyst Enrique Abeyta highlighted CEG as a "purest play on rising electricity prices," citing projections of tripling power demand by 2029. His pitch emphasized the company’s transition from coal assets to AI electricity sales, positioning it as a microcap leader in a potential energy crisis scenario. Abeyta also noted that blackouts or brownouts within six to nine months could accelerate gains for power producers, with CEG potentially surging 100% or more by 2030.

While Abeyta’s broader "All-In Master Kit" promoted rare earths and robotics plays, CEG’s inclusion stemmed from its strategic alignment with U.S. reshoring initiatives. The stock’s performance was indirectly influenced by geopolitical trade dynamics, as delayed China tariffs and renewed manufacturing investments heightened demand for energy infrastructure. However, CEG’s role as a utility provider remains speculative, with risks tied to regulatory delays and market volatility in the energy transition sector.

A strategy involving purchasing the top 500 stocks by daily trading volume and holding them for one day yielded a total profit of $2,340 between 2022 and the present. The approach experienced a maximum drawdown of -15.3% on October 27, 2022, underscoring the inherent risks of short-term trading amid market fluctuations.