Exelon Corporation (EXC) reports developments across a regulated electric and gas utility portfolio anchored by Atlantic City Electric, BGE, ComEd, Delmarva Power, PECO and Pepco. Recurring company news covers utility earnings drivers, approved distribution and transmission rates, grid investment recovery, dividend declarations and customer-affordability initiatives under The Exelon Promise.
Coverage also reflects ComEd energy efficiency programs in northern Illinois, small-business and low-income customer incentives, Illinois Commerce Commission reconciliation filings, and federal policy matters involving FERC and the PJM regional electric grid. These updates connect Exelon's transmission and distribution operations with customer costs, reliability planning and regulated rate mechanisms.
ComEd (NASDAQ: EXC) reinforced support for northern Illinois customers on Feb 23, 2026 as part of The Exelon Promise, focusing on immediate relief, customer protections and long-term cost solutions.
Key actions include a $10 million Customer Relief Fund, a new Low-Income Discount, Delivery Time-of-Day pricing, flexible payments, and Transmission Security Agreements to allocate infrastructure costs for large users.
Exelon (Nasdaq: EXC) praised the U.S. Department of the Treasury's February 19, 2026 corporate alternative minimum tax (CAMT) notice as a measure that could save customers up to $200 million over four years and make grid investments more cost-effective. Exelon launched The Exelon Promise to address affordability, including a $60 million Customer Relief Fund, energy-efficiency programs, and agreements with large-load customers. The company emphasized growing grid demands from onshoring, AI-driven computing, aging infrastructure, and security threats, and commended bipartisan congressional leaders for highlighting CAMT's impact on customer bills.
Exelon (Nasdaq: EXC) launched The Exelon Promise on February 17, 2026, combining immediate relief, customer protections, and policy reforms to address high energy costs.
Key actions include raising the Customer Relief Fund to $60 million, flexible bill assistance, calls for large users to pay more, and advocacy for utility-generated power to lower long-term prices.
NextEra Energy Transmission and Exelon (Nasdaq: EXC) welcomed a PJM Board vote to advance a proposed ~220-mile, 765‑kV transmission line serving West Virginia, Pennsylvania and the Mid‑Atlantic. The project is intended to strengthen grid reliability, enable new generation interconnections, support affordable power, and spur construction jobs and economic development.
Exelon (Nasdaq: EXC) reported Q4 2025 GAAP EPS of $0.58 and adjusted operating EPS of $0.59, with full-year GAAP EPS of $2.73 and adjusted operating EPS of $2.77. Exelon initiated 2026 adjusted operating EPS guidance of $2.81–$2.91 and outlined a $41.3 billion four-year capital plan driving 7.9% rate base growth. The company updated its four-year financing plan to include $3.4 billion of equity and declared a quarterly dividend of $0.42 payable March 13, 2026.
ComEd (NASDAQ: EXC) launched a new Delivery Time-of-Day (DTOD) residential rate on February 11, 2026 to help customers lower delivery costs by shifting usage to off-peak periods.
DTOD sets four daily pricing periods, offers up to $2 per EV monthly credit for 24 months (max two vehicles), targets ~$2.31 monthly savings (~5% of average delivery cost), and affects Delivery charges (~30% of a bill). Enrollment is free; changes may take 2–3 billing cycles.
Exelon (Nasdaq: EXC) highlighted an independent Charles River Associates report finding that expanded utility-owned generation in PJM could lower customer costs and bolster reliability. CRA estimates $9.6–$20.0 billion in customer savings for the 2028–2029 delivery year and an ~85% reduction in supply-caused expected unserved energy. The analysis compares a business-as-usual market scenario with a planned utility-resources scenario and models impacts on energy and capacity prices, price stability, and outage risk. The study was conducted using public data and established modeling tools and was commissioned by Exelon.
ComEd (NASDAQ: EXC) announced approximately $70 million in EV rebates for 2026 to support residential, business and community EV projects across northern Illinois. Programs prioritize equity, reserving over 50% of funds for low-income and Equity Investment Eligible Communities, and build on $160M+ deployed since 2024.
Offerings include residential charger rebates, >$35M for fleet vehicle rebates, and >$29M for make-ready charging site support, plus education and municipal readiness training.
Walker-Miller Energy Services and ComEd (NASDAQ: EXC) received the Midwest Energy Efficiency Alliance's Inspiring Efficiency Marketing Award for ComEd's Energy Saving Kits portal and outreach campaign.
The 2025 initiative used targeted email outreach and a mobile-friendly three-step portal to increase requests for free, income-eligible energy-efficiency kits that include LED bulbs and weatherization products.
ComEd (NASDAQ: EXC) and Walker-Miller Energy Services received MEEA’s Inspiring Efficiency Marketing Award for the Energy Saving Kits portal and outreach campaign launched in 2025. About 20,000 kits were delivered, saving > 12,300 MWh and 724,200 therms, yielding nearly $3 million in customer bill savings.
The campaign used targeted email segmentation and a secure mobile portal to reach income-eligible customers and increase participation in energy-efficiency programs.