Utilities companies like American Electric Power (AEP +0.84%), NRG Energy (NRG +4.00%), and Public Service Enterprise Group (PEG +1.61%) are coming mainstream amid louder concerns for critical infrastructure both on and off the grid. To me this suggests investors should expect increased M&A by utility companies who will soon not only distribute power to consumers, but also act as a service provider since the power business is becoming more and more about the customer experience. That means safeguarding the power grid could become a hot investment trend by companies needing technological infrastructure resiliency.
