The Company is a utility services holding company. It operates through subsidiaries in the following operating segments- Generation, ComEd and PECO.
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Though he didn't mention Exelon specifically, TMFDeej sold me on the power company angle -- particularly the power companies with non-fossil fuel operations.
http://www.fool.com/investing/dividends-income/2009/02/05/do-you-know-what-these-investors-know.aspx