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| Period | Counterparty | Site / ISO | Contracted MW | Delivery window |
|---|---|---|---|---|
| AWS Comanche Peak (Sep 2025) | AWS | Comanche Peak (ERCOT) | 1,200 | Start Q4 2027, full by 2032 |
| Meta PJM operating (Jan 2026) | Meta | PJM nuclear fleet | 2,176 | Start late 2026, full by year-end 2027 |
| Meta PJM uprates (Jan 2026) | Meta | Perry, Davis-Besse, Beaver Valley (PJM) | 433 | Start 2031, full by year-end 2034 |
| Total contracted | AWS + Meta | ERCOT + PJM | 3,809 | Company cites about 3,800 MW |
| Period | Nuclear MW | Retail customers (approx. millions) | Group net capacity (MW) | Printed notes |
|---|---|---|---|---|
| FY 2023 (deal announced) | 2,400 | 4 | 36,702 | Announced March 6, 2023. Comanche Peak only. Synergy target at least $125 million run-rate by year-end 2025. |
| FY 2024 (closed March 1) | 6,448 | 5 | 40,657 | Energy Harbor close. About 4,000 MW nuclear and about 1 million retail customers added. 10-K cash paid $3.1 billion. |
| FY 2025 (first full year) | 6,448 | 5 | 43,641 | Nuclear MW unchanged. Lotus added about 2,600 MW of gas. AWS 1,200 MW Comanche Peak PPA announced. |
| Q2 2026 (slides) | 6,448 | 5 | 44,000 | Slides cite about 44,000 MW. No new 10-K fuel table. Meta 2,609 MW PJM PPAs. Cogentrix about 5,500 MW not closed. |
| Period | Texas ERCOT (MW) | East (MW) | West (MW) | Sunset (MW) | Total (MW) |
|---|---|---|---|---|---|
| FY 2023 | 18,151 | 12,093 | 1,880 | 4,578 | 36,702 |
| FY 2024 | 19,031 | 19,746 | 1,880 | folded into Texas/East | 40,657 |
| FY 2025 | 19,858 | 22,254 | 1,529 | folded into Texas/East | 43,641 |
| Period | Company-wide customers (approx. millions) | Texas electricity customers (approx. millions) |
|---|---|---|
| FY 2022 | 3.5 | 2.4 |
| FY 2023 | 4 | 2.5 |
| FY 2024 | 5 | 2.6 |
| FY 2025 | 5 | 2.6 |