U.S. houses are more energy efficient ... or are they? In this video, Tyler Crowe explains how modern houses are more energy efficient on a square foot basis, but since newer houses are bigger, they consume more energy on a per home basis. Utility companies will not be hurt by this trend. However, how utilities generate electricity is important.  NRG Energy (NYSE:NRG) and TransCanada are better-positioned to exploit cheap natural gas than Exelon (NYSE:EXC) or Duke (NYSE:DUK).  Also, new EPA regulations may significantly impact utilities that rely on coal or nuclear for electricity generation.

Austin Smith has no position in any stocks mentioned. Fool contributor Tyler Crowe has no position in any stocks mentioned. The Motley Fool recommends Exelon. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.