EXC · 10-Q · 2026Q3 · Full report

Electric Demand Trends

EXELON CORP · 2026-10-30 · Importance 25 · Surprise 32

In PECO’s service territory, electric volume excluding weather effects declined in the three and nine months ended September 30, 2026, which the filing attributes to customer load. Total electric retail deliveries rose 1.2% for the quarter but were flat year over year for the nine-month period; on a weather-normalized basis, deliveries declined 1.8% and 2.0%, respectively. Nine-month weather-normalized deliveries declined 2.0% for residential customers, 2.2% for small commercial and industrial customers, and 1.8% for large commercial and industrial customers. Natural gas deliveries increased 3.6% over nine months, while small commercial and industrial natural gas deliveries fell 15.1% on a weather-normalized basis for the quarter.