Google has contracted 3,590 megawatts of power from Constellation Energy, with approximately 890 megawatts coming from new nuclear energy sources. The deal covers supply in the PJM Interconnection, which serves 67 million people across 13 states and Washington, D.C. The nuclear power will account for about a quarter of Google's total contracted supply from Constellation.
Why it matters
The deal reflects major tech companies' urgent need to secure large-scale electricity supplies to support artificial intelligence and data center operations, with nuclear power becoming a key component of that strategy.
The chart totals every SEC-reported transaction by month and share count, separating informative purchases and sales from non-informative awards, vesting, exercises, tax withholding and transfers. Records without a reported price remain included. Only informative purchases and sales affect the conservative sentiment signal.
Recent SEC-reported share and derivative transactions in Alphabet Inc..
Class C Google Stock UnitsExercise or conversion; not an open-market trade (C)
487
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Sep 25, 2026
As filed with the SEC. Estimated value is shown only for purchases or sales with a positive reported transaction price; awards, gifts and similar activity are not assigned an assumed market value. Amendments may change the record. This is not investment advice.
Quarterly reported positions. These filings can arrive up to 45 days after quarter-end and are not real-time trades.
Institutional ownership: 69.42%
Short interest
Open short positions reported twice monthly; this is not daily short-sale volume.
Earnings
Recent reported earnings per share compared with the analyst consensus available from Nasdaq.
