While Exelon is strongly positioned as one of the largest utilities companies in the U.S. and has several competitive advantages, there are also some risks investors need to consider. In this video, Motley Fool energy analyst Taylor Muckerman discusses how the current natural gas surplus, combined with a warmer than expected winter, is keeping natural gas prices low, which means that Exelon can't charge the rates it would like for its power. This particularly affects its huge, and expensive, nuclear fleet, where the company has seen shrinking margins as a result. These shrinking margins also have sparked rumors of a dividend cut, which has led to investors pulling back recently in the short term. As the nation moves increasingly toward clean energy, one company in this space that is perfectly positioned to capitalize on having the largest nuclear fleet in North America is Exelon.