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.
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.
ComEd (NASDAQ: EXC) launched the Low-Income Discount (LID) program to provide tiered percentage discounts on monthly electric bills for income-eligible customers, aiming to lower energy costs to 3%–6% of household income. 240,000 customers are enrolled so far; enrollment continues.
Eligibility extends to households up to 300% of federal poverty level (family of four example: $96,450). LID terms run 13–24 months; ComEd estimates average savings of 5%–80% depending on income and delivery class. In 2025 ComEd connected over 220,000 customers to more than $108 million in assistance, including a $10 million Customer Relief Fund.
ComEd (NASDAQ: EXC) reported 2025 operational and customer-impact milestones focused on affordability, reliability and clean energy across northern Illinois. Key outcomes include over $500 million in rebates and EE savings, more than $100 million in new financial assistance, and returning $803 million to customers via CEJA Carbon Mitigation Credits in early 2026. ComEd interconnected 1.4 GW of distributed energy resources, awarded >$80 million in solar rebates, and launched transmission upgrades within a $1 billion multiyear capital program. Reliability benchmarks were highlighted by top industry rankings and restoration of over 99% of storm-affected customers within 48 hours. ComEd filed a new multiyear grid plan in January 2026, now pending ICC review.