08-17-2015, 09:34 AM
Keep in mind that SO is a coal heavy utility. They could be hit pretty hard as efficiency increase and carbon dioxide reduction mandates start to kick in. DUK is ahead of the curve on that issue, having already shut down 15 older coal fired plants and with plans in place to switch much more generating capacity to NG. NRG probably has the least coal exposure and the most green production in place. Problem is, their bottom line has not been doing that well. With Obama mandates in place, NRG's situation could improve dramatically however.
Alex