Utilities Repriced for the AI Era, Monopoly Power Meets Surging Data Center Demand

We also like Southern Company (NYSE: SO) , another major Southeastern utility with regulated operations and predictable cash flows. Entergy (NYSE: ETR) stood out as well, particularly because of its footprint across Louisiana and the broader Gulf region, where major new data center construction is already underway. Dominion Energy (NYSE: D) rounded out the list as a high-quality dividend payer with a strong regional monopoly and a yield north of 4%.Lee and I agreed that geography matters. Many of the larges ...