But the grid is also going to be changing because the Federal Emergency Regulatory Commission (FERC) wants to spread the cost of alternative energy down to users and the Environmental Protection Agency plans to put out a "ton of rules" that will "shut down dirtier power generators."
So what's hot in power?
"When you’re looking at power investment, you want to look at companies expanding the transmission component of the business. That would be companies like American Electric Power [and] International Transmission Company ," Tezak said.
"What you’re looking at is opportunity out of FERC to be more strategic in the investments you want to make," including in renewable energy, she said.
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Disclosure information was not available for Christine Tezak or her company.
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