Utilities companies like American Electric Power (AEP 2.68%), NRG Energy (NRG 5.13%), and Public Service Enterprise Group (PEG 1.69%) 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.
