Filings monitor · EXC

What EXELON CORP's SEC filings said

10-Q for 2026Q3, filed 30 Oct 2026, and 1 8-K since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Guidance and Outlook62 · importance in its document · 8-K exhibit · 30 Oct 2026
   Exelon narrowed its full-year 2026 adjusted operating earnings guidance to $2.85–$2.91 per share. It affirmed annualized adjusted operating earnings growth near the top end of its 5%–7% range from 2025 through 2029.
2. Capital Expenditure Outlook58 · importance in its document · 10-Q · 2026Q3
   As of September 30, 2026, Exelon estimated 2026 capital expenditures for plant additions and improvements of $9.9 billion. The estimates included $3.5 billion for ComEd, $3.5 billion for PECO, $3.25 billion for BGE, and $3.3 billion for…
3. Operating Expense Trends58 · importance in its document · 8-K exhibit · 30 Oct 2026
   Third-quarter operating and maintenance expense increased 33.4% to $1.564 billion from $1.172 billion, a $392 million increase. The year-over-year earnings analysis attributes $69 million of adverse adjusted-earnings impact to operating…
4. Rate Case Outcomes53 · importance in its document · 10-Q · 2026Q3
   ComEd’s Illinois electric distribution rate case resulted in an approved revenue-requirement increase of $1,045 million, compared with $1,487 million requested, at an approved ROE of 8.905%. The increase took effect January 1, 2024,…
5. PJM Cost Allocation Methodology50 · importance in its document · 10-Q · 2026Q3
   On October 7, 2026, FERC issued further direction on its March 6, 2026 order requiring PJM to eliminate the de minimis exemption for allocating certain transmission reliability upgrade costs to the Utility Registrants’ rate zones. PJM…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 30 Oct 2026

Full report

• Capital Expenditure OutlookImportance 58
  As of September 30, 2026, Exelon estimated 2026 capital expenditures for plant additions and improvements of $9.9 billion. The estimates included $3.5 billion for ComEd, $3.5 billion for PECO, $3.25 billion for BGE,…
• Rate Case OutcomesImportance 53
  ComEd’s Illinois electric distribution rate case resulted in an approved revenue-requirement increase of $1,045 million, compared with $1,487 million requested, at an approved ROE of 8.905%. The increase took effect…
• PJM Cost Allocation MethodologyImportance 50
  On October 7, 2026, FERC issued further direction on its March 6, 2026 order requiring PJM to eliminate the de minimis exemption for allocating certain transmission reliability upgrade costs to the Utility Registrants’…
• Credit Rating DowngradesImportance 50 · +1 more on this subject
  On April 30, 2026, S&P lowered BGE's long-term issuer and senior unsecured debt ratings from A to A-, and its short-term commercial-paper rating from A-1 to A-2. On July 15, 2026, Moody's lowered PECO's long-term…
• Equity Distribution AgreementImportance 48
  Exelon's ATM program permits gross common-stock sales of up to $2.5 billion through May 2, 2028. Exelon issued 8.7 million shares in the second quarter of 2026 at a weighted-average net price of $44.03 and 2.3 million…
• Dividend IncreaseImportance 43
  Exelon's board approved an updated dividend policy for 2026 setting the quarterly dividend at $0.42 per share. The company declared dividends of $0.42 per share for each of the first three quarters of 2026 and the…
• Income Tax Rate ChangesImportance 41
  ComEd’s effective income tax rate rose to 25.6% in the third quarter of 2026 from 18.2% in the third quarter of 2025, a 7.4 percentage-point increase. For the first nine months, ComEd’s rate increased to 25.1% from…
• Regulatory Tax NormalizationImportance 36
  IRS private letter rulings issued in Q2 2024 to another taxpayer address tax normalization rules for allocating consolidated net operating loss carryforwards (NOLC) in ratemaking. For the Utility Registrants other than…
• Net Income PerformanceImportance 29
  Exelon’s third-quarter 2026 net income attributable to common shareholders decreased $146 million year over year, and diluted EPS fell 18.6%, from $0.86 to $0.70. For the first nine months of 2026, net income declined…
• BGE Revenue PerformanceImportance 28
  BGE operating revenue increased $618 million, or approximately 16.3%, to $4,409 million in the nine months ended September 30, 2026, from $3,791 million in the prior-year period. The company said distribution revenue…
• Operating Cash Flow TrendsImportance 26
  For the nine months ended September 30, 2026, ComEd recorded a $670 million reduction in regulatory liabilities and a $9 million increase in regulatory assets related to carbon mitigation credits (CMCs), compared with…
• Electric Demand TrendsImportance 25
  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…

8-K filings last 12 months

• Results, no stated guidance change30 Oct 2026 · 8-K Item 2.02 · Routine · rule score 10
  Read from the attached exhibit: Guidance and Outlook · Operating Expense Trends · Liquidity and Debt Position
• Management change (filing not read)25 Aug 2026 · 8-K Item 5.02 · Routine · rule score 20
  Read from the attached exhibit: CFO Leadership Transition
• Results (release not read)30 Jul 2026 · 8-K Item 2.02 · Routine · rule score 20
• Results (release not read)6 May 2026 · 8-K Item 2.02 · Routine · rule score 20
• New debt20 Feb 2026 · 8-K Items 1.01, 2.03 · Routine · rule score 25
• Results (release not read)12 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20
• Equity issuance · New debt4 Dec 2025 · 8-K Items 1.01, 2.03, 3.02 · Routine · rule score 40
• Management change (filing not read)26 Nov 2025 · 8-K Item 5.02 · Routine · rule score 20

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.