Exelon Corp (EXC) stock price, news and key stats

Price

Last close as of Sep 16, 2026. Delayed data; not a live quote.

Previous close

$42.20

Open

$42.30

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$42.28 – $42.75

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5.3M

About Exelon Corp

Latest EXC news

• Trump throws out power plant climate pollution rules
  The Verge · Sep 14, 2026

  The Trump administration has officially repealed regulations that limited greenhouse gas emissions from coal and gas-fired power plants, a significant shift that could have far-reaching implications for the U.S. energy landscape and climate policy. This move dismantles a key component of the Biden administration's efforts to curb emissions and combat climate change, allowing power plants to operate without the previously imposed limits on their pollution output. Supporters of the repeal, primarily from the fossil fuel industry, argue that it will lead to lower operational costs and increased profitability for power plant owners. However, environmental advocates warn that this decision could exacerbate climate change, as the power sector is a major contributor to greenhouse gas emissions. The Environmental Protection Agency's plan to eliminate these safeguards is expected to face legal challenges, as many states and environmental groups are likely to contest the rollback in court. Market reactions may vary, with fossil fuel stocks potentially benefiting from the regulatory relief, while renewable energy sectors could experience pressure as the competitive landscape shifts back in favor of traditional energy sources. The long-term implications for climate policy and public health remain uncertain, as the rollback raises concerns about the U.S.'s commitment to reducing emissions and meeting international climate goals.

• Russian Nuclear Head Says Ukraine Attacked Fuel Trucks, Endangered Zaporizhzhia Plant
  Moscow Times · Sep 13, 2026

  A senior Russian nuclear official has accused Ukraine of attacking fuel trucks near the Zaporizhzhia Nuclear Power Plant, claiming the incident poses a significant threat to the facility's safety. The official, who oversees nuclear energy in Russia, stated that the attack could have severe repercussions for the plant, which is already under heightened scrutiny due to the ongoing conflict between the two nations. The Zaporizhzhia plant, the largest in Europe, has been a focal point of concern since it was captured by Russian forces in 2022. The allegations come amid escalating tensions in the region, with both sides trading accusations of military aggression. If the claims are substantiated, they could lead to increased international scrutiny and calls for intervention to ensure the safety of the nuclear facility. The potential for a nuclear incident raises alarm not only for Ukraine but also for neighboring countries and the broader European region, which could face fallout from any escalation in hostilities. Market implications could be significant, particularly for energy prices and nuclear energy stocks. Investors may react to heightened geopolitical risks by seeking safer assets, potentially driving up prices for oil and gas as concerns about supply disruptions mount. Additionally, companies involved in nuclear energy may face increased regulatory scrutiny and operational challenges, impacting their stock performance in the near term.

• Why California Is Reconsidering Its Decision to Shun Nuclear Power
  NYT Business · Sep 9, 2026

  California, long regarded as a leader in environmental policy, is reconsidering its stance on nuclear energy as it grapples with ambitious clean energy goals. The state is now contemplating extending the operational life of the Diablo Canyon nuclear power plant, which was slated for retirement in 2016, and is also exploring the possibility of constructing new reactors. This shift marks a significant pivot in the state's energy strategy, driven by the urgent need to address climate change and ensure energy reliability amid increasing demand. The potential extension of Diablo Canyon, which provides about 9% of California's electricity, could play a crucial role in stabilizing the state's grid as it transitions away from fossil fuels. With renewable energy sources like solar and wind facing challenges related to intermittency, nuclear power presents a consistent and low-carbon alternative. Market analysts suggest that this renewed interest in nuclear energy could influence investment patterns, particularly in clean technology and energy infrastructure, as stakeholders seek to balance environmental concerns with energy security. As California moves forward with these considerations, the implications for the broader energy market could be profound. If the state successfully integrates nuclear energy into its clean energy framework, it may set a precedent for other states grappling with similar energy dilemmas. This could lead to a resurgence in nuclear investment across the country, potentially reshaping the landscape of American energy policy and contributing to national efforts to reduce greenhouse gas emissions.

• The yawning gap between ambition and action on nuclear energy
  FT Companies · Sep 8, 2026

  The global nuclear energy sector faces a significant challenge as the gap between ambition and action widens, particularly in the context of meeting 2050 climate targets. Current rates of new reactor construction are falling far short, necessitating a fivefold increase over the next decade to align with international goals for reducing carbon emissions. This discrepancy raises concerns about the feasibility of relying on nuclear power as a cornerstone of future energy strategies, especially as countries seek to transition away from fossil fuels. Market implications are profound, as energy firms and investors grapple with the realities of nuclear development timelines, regulatory hurdles, and public sentiment. The slow pace of new reactor approvals and construction could hinder the growth of nuclear as a viable alternative to fossil fuels, potentially leading to increased reliance on less sustainable energy sources. Furthermore, the urgency of climate action may prompt governments to reconsider their energy policies, potentially unlocking new funding and incentives for nuclear projects, but only if they can address safety concerns and public opposition effectively. As the world moves toward a low-carbon future, the nuclear industry must accelerate its efforts to bridge this gap. Failure to do so could result in missed opportunities for investment and innovation, leaving countries vulnerable to energy shortages and undermining global climate commitments. The next decade will be crucial for determining whether nuclear energy can reclaim its role as a key player in the transition to sustainable energy systems.

• How The U.S. Fell Behind China On Nuclear Power
  OilPrice · Sep 4, 2026

  The United States has seen a significant decline in its nuclear power sector, allowing China to take the lead in nuclear energy development. As of 2023, China has become the world's largest producer of nuclear energy, operating over 50 reactors and planning to build many more. In contrast, the U.S. has struggled to advance its nuclear capabilities, with only 93 reactors currently in operation and a stagnant pipeline of new projects. This shift has implications for energy security, climate goals, and global leadership in nuclear technology. Several factors have contributed to this disparity. Regulatory hurdles, public opposition following high-profile accidents, and the rising competitiveness of renewable energy sources have hindered the U.S. nuclear industry. Meanwhile, China has aggressively invested in nuclear technology, prioritizing it as a key component of its energy strategy to reduce carbon emissions and meet growing energy demands. The Chinese government has streamlined its regulatory processes and provided substantial funding for research and development, enabling rapid advancements in reactor technology. The implications for the U.S. market are significant. As China continues to expand its nuclear capabilities, it positions itself as a leader in energy technology, potentially influencing global standards and practices. This could impact the U.S. energy sector's competitiveness, particularly in the context of international climate agreements and energy independence. Additionally, the U.S. may face challenges in attracting investment to its nuclear sector unless it can address regulatory and public perception issues, which could further widen the gap between the two nations in nuclear energy development.

• Is the Smart Money Buying Operators Rather Than Megawatts?
  Yahoo Finance · Sep 1, 2026

  As the energy sector grapples with supply chain disruptions and escalating costs, a notable shift in investment strategy is emerging among institutional investors. Rather than focusing on acquiring megawatts of capacity through traditional power generation assets, the so-called "smart money" appears to be gravitating towards operators with established infrastructure and operational expertise. This trend reflects a broader recognition that the complexities of energy production and distribution require not just physical assets, but also the ability to navigate regulatory environments and technological advancements. The prolonged wait times for large gas turbines—now exceeding the time required to design, permit, and construct new plants—underscore the challenges facing new entrants in the market. Investors are increasingly wary of the risks associated with building new generation capacity, particularly in a landscape marked by fluctuating fuel prices and shifting regulatory frameworks. Consequently, companies that can efficiently manage existing assets and adapt to changing market conditions are becoming more attractive to investors seeking stable returns. Market implications of this trend could be significant. As capital flows toward established operators, we may see a consolidation of power in the hands of a few key players who can leverage their operational capabilities to maximize efficiency and profitability. This shift could also accelerate the transition towards renewable energy sources, as operators with diversified portfolios may be better positioned to pivot away from fossil fuels in response to both regulatory pressures and consumer demand for cleaner energy solutions. Overall, the focus on operational expertise over mere capacity expansion signals a maturation of the energy investment landscape, with long-term implications for both investors and the broader market.

• Declaring a National Emergency to Secure the United States Bulk-Power System
  White House Actions · Aug 26, 2026

  President Donald J. Trump has declared a national emergency to enhance the security of the United States' bulk-power system, signing an Executive Order aimed at protecting the integrity and reliability of electric equipment critical to the nation's energy infrastructure. This move underscores growing concerns over potential vulnerabilities in the power grid, particularly in light of increasing cyber threats and geopolitical tensions that could disrupt energy supplies. The Executive Order grants the federal government expanded authority to regulate and secure electric equipment, potentially impacting energy suppliers and manufacturers. By prioritizing the security of the bulk-power system, the administration aims to mitigate risks that could arise from foreign adversaries or domestic threats. Market analysts suggest that this action could lead to increased investments in cybersecurity measures within the energy sector, as companies may need to comply with new regulations and standards to safeguard their operations. The declaration may also have broader implications for energy markets, as heightened security measures could influence supply chain dynamics and operational costs. Investors will be closely monitoring how these regulatory changes unfold, particularly in relation to energy prices and the overall stability of the power grid. As the U.S. continues to navigate complex energy challenges, this national emergency declaration signals a proactive approach to safeguarding one of the country's most vital infrastructures.

• The Race to Power AI Is Reviving America's Nuclear Ambitions
  Oil & Gas · Aug 25, 2026

  The resurgence of artificial intelligence (AI) technology is prompting a renewed interest in nuclear energy as a viable power source in the United States. As AI applications demand more energy, particularly for data centers and advanced computing, the need for reliable and low-carbon energy sources has become increasingly critical. This shift is leading to discussions about modernizing the U.S. nuclear fleet and potentially expanding its capacity to meet future energy demands. Industry experts suggest that integrating AI into nuclear operations could enhance safety, efficiency, and regulatory compliance, making nuclear power more attractive to both investors and policymakers. The Biden administration's focus on clean energy and reducing carbon emissions aligns with this trend, as nuclear power offers a stable and substantial energy output without the greenhouse gas emissions associated with fossil fuels. As a result, companies in the nuclear sector may see increased investment and support, potentially revitalizing a market that has faced stagnation in recent years. However, the revival of nuclear ambitions is not without challenges. Public perception of nuclear safety, regulatory hurdles, and the high costs associated with building new plants remain significant barriers. Additionally, the competition from rapidly advancing renewable energy technologies could complicate the landscape. Nevertheless, as AI continues to reshape energy consumption patterns, the nuclear industry may find itself at a pivotal moment, with the potential for a significant transformation in how America approaches energy production.

• US building twice as much gas-fired capacity as China in AI boom, analysis finds
  Guardian Business · Aug 25, 2026

  A recent analysis reveals that the United States is set to construct twice as much gas-fired power capacity as China, driven by a surge in demand for data centers fueled by advancements in artificial intelligence. The report highlights a staggering 76% increase in gas-fired projects currently under construction in the U.S., reflecting a growing urgency to meet the energy needs of an expanding digital economy. This rapid expansion of gas-fired capacity comes amid a broader trend of increasing energy consumption linked to AI technologies, which require substantial power for processing and storage. As companies invest heavily in data infrastructure, the U.S. is positioning itself to capitalize on the AI boom, potentially solidifying its status as a global leader in both technology and energy production. Market implications are significant, as this shift could influence energy prices and investment strategies. The reliance on gas, a fossil fuel, raises concerns about environmental sustainability and regulatory responses, particularly as the U.S. grapples with climate change initiatives. Investors may need to weigh the long-term viability of gas projects against the increasing push for renewable energy sources, which could reshape the energy landscape in the coming years.

• ‘Nuclear tariff’ on power bills would pay for utilities to explore small reactors
  Macro Watch · Aug 13, 2026

  New Jersey has taken a significant step towards advancing its energy landscape by approving a competitive procurement process for at least 1,100 megawatts (MW) of advanced nuclear generation. This initiative is part of a broader strategy to explore the potential of small modular reactors (SMRs), which are seen as a crucial component in the transition to cleaner energy sources. The state’s move reflects a growing recognition of nuclear power as a viable solution to meet energy demands while reducing carbon emissions. To finance this ambitious project, New Jersey is considering the implementation of a "nuclear tariff" on power bills. This tariff would effectively allocate funds from consumers to support utilities in their exploration and development of small reactor technologies. Proponents argue that this approach could accelerate the deployment of advanced nuclear systems, which promise enhanced safety and efficiency compared to traditional reactors. However, the proposal has sparked debate among stakeholders regarding the potential impact on consumers and the overall cost of energy. The implications for the energy market are significant. If successful, New Jersey's initiative could position the state as a leader in nuclear innovation, potentially attracting investment and talent to the region. Moreover, as other states observe New Jersey's progress, there may be a ripple effect, encouraging similar policies nationwide. This could ultimately reshape the energy landscape, making nuclear power a more prominent player in the quest for sustainable energy solutions.

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