Core Insights - The demand for electricity from data centers is expected to drive significant growth in global electricity usage for decades, with data centers consuming an estimated 415 terawatt-hours of electricity in 2024, accounting for about 1.5% of global electricity consumption [4][5]. Utility Stocks - The S&P 500 utilities sector has gained nearly 16% from its low in mid-February, outperforming the S&P 500, indicating a strong performance in the utility sector amidst market fluctuations [7]. - High-yielding utility stocks are identified as potential beneficiaries of the increasing electricity demand from data centers, providing stable and dependable passive income [6][5]. Company Profiles - **Canadian Utilities Ltd. (CDUAF)**: Operates in electricity, natural gas, renewables, and pipelines with assets of $22 billion and a dividend yield of 4.60% [8]. - **Dominion Energy Inc. (NYSE: D)**: An integrated energy utility with a strong dividend yield of 4.34%, well-positioned geographically to serve data centers [10]. - **Duke Energy Corp. (NYSE: DUK)**: Located near major data centers, this company offers a solid dividend yield of 3.28% and operates extensive electric and gas distribution networks [14][16]. - **Entergy Corp. (NYSE: ETR)**: Engaged in electric power production and retail distribution, with a dividend yield of 2.48% and serving approximately 3 million customers [19][20]. - **Exelon Corp. (NYSE: EXC)**: The largest electric parent company in the U.S. by revenue, offering a dependable dividend yield of 3.29% and engaged in energy distribution and transmission [21].

Core Insights - Congresswoman Marjorie Taylor Greene is actively trading stocks and ETFs, with recent disclosures revealing her purchases in October [2][5] - Greene's trades have garnered increased attention from retail investors, particularly due to the timing of her purchases relative to upcoming earnings reports from major companies [3][5] Stock Purchases - Greene disclosed buying six stocks and one ETF in October, with multiple purchases of some assets [2][3] - The stocks purchased include Adobe, Amazon, Exelon, iShares Bitcoin Trust, Novo Nordisk, Tesla, and UPS, with each stock bought in the range of $1,000 to $15,000 [7] Trading Patterns - Greene has shown a pattern of frequent purchases, with Adobe and UPS being bought in six and seven of the ten months of 2025, respectively [4] - Tesla stock has been purchased in five of the ten months of the year, indicating a consistent interest in these companies [4] Market Context - Greene's trades are occurring in a context where several members of Congress are also investing in Bitcoin ETFs, particularly following President Trump's pro-Bitcoin announcements [6]

Core Insights - Marjorie Taylor Greene purchased Exelon Corp shares valued between $1,001 and $15,000, indicating confidence in the company's performance [1] - Exelon operates through its subsidiary ComEd, recognized for its innovative technology and customer programs, enhancing grid reliability and electric vehicle accessibility [1][2] Financial Performance - Exelon has a strong track record of surpassing earnings estimates, with an average earnings surprise of 6.82% over the last two quarters [3] - In the most recent quarter, Exelon reported earnings of $0.39 per share, exceeding the Zacks Consensus Estimate of $0.37 per share, resulting in a 5.41% surprise [3] - Since the beginning of the year, Exelon's stock price has increased by approximately 25.88% [3] Stock and Market Data - Exelon's current stock price is $47.88, reflecting a decrease of 0.76% or $0.37 [4] - The stock has fluctuated between a low of $47.80 and a high of $48.39 today, with the latter being its highest price over the past year [4] - Exelon has a market capitalization of approximately $48.35 billion, with a trading volume of 1,953,941 shares today [4]

Core Insights - The article highlights the collaboration between ComEd and the Electric Power Research Institute (EPRI) to promote sustainable food production and agricultural education through their agriculture pod (ag pod) program [1] - The ag pod program is a clean energy initiative that utilizes energy-efficient technologies to provide fresh produce and educational opportunities to communities in northern Illinois [1] - Ag pods are described as controlled environment agriculture (CEA) farms constructed from custom shipping containers [1]

Group 1 - Exelon Inc. stock is currently trading at $47.78, reflecting a 0.89% increase, with a 10.07% rise over the past month and a 17.98% increase over the past year, indicating optimism among long-term shareholders [1] - The price-to-earnings (P/E) ratio is a critical metric for assessing the company's market performance, comparing current share price to earnings per share (EPS), and is used by long-term investors to gauge performance against historical data and industry averages [5] - Exelon's P/E ratio is lower than the Electric Utilities industry's aggregate P/E of 24.05, suggesting that the stock may be undervalued despite potential concerns about performance relative to peers [6] Group 2 - A lower P/E ratio can indicate undervaluation but may also imply that shareholders do not expect future growth, highlighting the need for a comprehensive analysis that includes other financial metrics and qualitative factors [9]

Core Insights - Exelon (EXC) has consistently beaten earnings estimates, particularly in the last two quarters, with an average surprise of 6.82% [1][4] - The most recent earnings report showed Exelon earning $0.39 per share, surpassing the Zacks Consensus Estimate of $0.37 per share by 5.41% [2] - In the previous quarter, Exelon reported earnings of $0.92 per share against an expectation of $0.85 per share, resulting in an 8.24% surprise [2] Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Exelon, with a positive Earnings ESP (Expected Surprise Prediction) indicating potential for an earnings beat [4][7] - The current Earnings ESP for Exelon is +11.75%, suggesting increased analyst optimism regarding its near-term earnings potential [7] - Stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [5] Zacks Rank and Earnings Release - Exelon holds a Zacks Rank of 2 (Buy), which, when combined with its positive Earnings ESP, indicates a strong possibility of another earnings beat [7] - The next earnings report for Exelon is anticipated to be released on November 4, 2025 [7]

Core Insights - The article emphasizes the importance of dividends for income investors, highlighting that dividends can significantly contribute to long-term returns, often exceeding one-third of total returns [2]. Company Overview - Exelon (EXC) is a Chicago-based company in the Utilities sector, with a stock price change of 25.88% since the beginning of the year [3]. - The company currently pays a dividend of $0.40 per share, resulting in a dividend yield of 3.38%, which is higher than the Utility - Electric Power industry's yield of 3.08% and the S&P 500's yield of 1.48% [3]. Dividend Performance - Exelon's annualized dividend is $1.60, reflecting a 5.3% increase from the previous year [4]. - Over the past five years, Exelon has increased its dividend three times, averaging an annual increase of 0.70% [4]. - The company's current payout ratio is 60%, indicating that it pays out 60% of its trailing 12-month earnings per share as dividends [4]. Earnings Outlook - For the fiscal year, Exelon anticipates solid earnings growth, with the Zacks Consensus Estimate for 2025 at $2.69 per share, representing a 7.60% increase from the previous year [5]. Investment Considerations - Exelon is positioned as an attractive dividend investment, particularly appealing to income investors, and holds a strong Zacks Rank of 2 (Buy) [6].

Core Insights - The Federal Energy Regulatory Commission (FERC) is reviewing a transmission service agreement between PECO Energy and Amazon Data Services, amid concerns about the impact of data centers on electricity costs for consumers [3][6] - The agreement includes provisions to protect utility customers from potential costs associated with the construction of a new data center in Falls Township, Pennsylvania [4][5] - The outcome of FERC's review could have significant regulatory implications for large load customers across the U.S. and may influence the Trump administration's objectives in the AI sector [5] Company and Industry Summary - PECO Energy has requested FERC's approval for a transmission service agreement that details how Amazon will cover costs for necessary grid upgrades to support the new data center [3] - The agreement includes various protections, such as obligations for customer facility readiness and shortfall payments if the data center's usage does not meet revenue commitments [5] - Monitoring Analytics, PJM's market monitor, has raised concerns that the agreement does not adequately address how the new data center could affect energy and capacity costs for retail customers, estimating that existing and planned data centers contributed $16.6 billion of the $30.8 billion in revenue from PJM's last two capacity auctions [6]

Core Viewpoint - Exelon Corporation is a significant player in the utility sector, focusing on energy distribution and transmission, with a strong emphasis on service delivery and innovation [1][2]. Company Overview - Exelon is headquartered in Chicago, Illinois, and operates in delivering electricity and natural gas to millions of customers while managing regulated utility subsidiaries [1]. - The company has a market capitalization of $47.32 billion, highlighting its substantial presence in the market [2]. Financial Performance - Exelon is set to report its third-quarter results on November 4, with analysts expecting a profit decline of 1.4% year-over-year (YOY) to $0.70 per diluted share, but a projected annual profit growth of 7.6% to $2.69 per diluted share for the current fiscal year [3]. - The company has a history of exceeding consensus estimates, having topped them in each of the trailing four quarters [4]. Stock Performance - Exelon's stock has outperformed the broader market over the past year, gaining 17.9% over the last 52 weeks and 24.5% year-to-date (YTD), compared to the S&P 500 Index's gains of 14.4% and 13.1% respectively [5]. - The company has also outperformed its sector, with the Utilities Select Sector SPDR Fund (XLU) increasing by 14.7% over the past 52 weeks and 20.1% YTD [6]. Recent Results and Guidance - On July 31, Exelon reported mixed second-quarter results, with operating revenues increasing by 1.2% YOY to $5.43 billion, below the expected $5.53 billion, but adjusted EPS of $0.39 exceeded the expected $0.37 [7]. - The company reaffirmed its full-year 2025 adjusted operating earnings guidance in the range of $2.64 to $2.74 per share, with an expected operating EPS compounded annual growth of 5% to 7% from 2024 to 2028 [8].

Core Points - Exelon celebrated its 25th anniversary by ringing the opening bell at the Nasdaq MarketSite in Times Square [1] - The event highlighted Exelon's commitment to providing affordable and reliable energy to customers [1] - The company emphasized its investments in communities and support for an inclusive, mission-driven workforce [1] Company Overview - Exelon is recognized as one of the largest utility companies in the United States [1] - The anniversary event was attended by Exelon President and CEO Calvin Butler along with several long-serving employees [1]