THE GRID BUYOUT LEDGER · GRID & CAPITAL · FILE No. 2 · NATIONAL

Who's buying your electric company?

Pension funds, private equity and BlackRock-scale asset managers are taking America's monopoly utilities private — faster than ever, right as the AI boom guarantees their growth. Here's the map, the rate record, and what it has meant where it already happened.

Puget Sound Energy rates since its 2009 buyout
+80%
The longest-running fund takeover of a big U.S. electric utility. U.S. average over the same years: +42%.
American homes on fund-owned (or pending) utilities
3.9M
2.45M homes already, 1.45M more under signed deals — plus TNMP's Texas wires customers. EIA counts.
Utility deals signed in the last 24 months
$57B
ALLETE ($6.2B) · TXNM ($11.5B) · AES (~$38B) · New Mexico Gas ($1.25B) — three closed or pending, one just closed.
Why now: the AI load boom pays
833%
One-year jump in PJM's capacity price for 2025–26 — ~63% of the increase attributed to data centers. Guaranteed-return grid spending follows.
The map · August 2026

Where the grid has already been bought

Six states have a major electric utility owned outright by investment funds. Signed deals would add two more — and put both of New Mexico's biggest utilities under private capital at once.

Fund-owned utility Deal signed, approval pending No full fund takeover

Also in the picture: minority stakes — Blackstone owns 19.9% of Indiana's NIPSCO ($2.16B), GIC bought 19.9% of Duke Energy Indiana, Brookfield holds a stake in FirstEnergy's transmission arm. And New Mexico's largest gas utility sold to private-equity firm Bernhard Capital — closed August 12, 2026. Berkshire Hathaway's utilities (PacifiCorp, NV Energy) are private too, but under a strategic owner rather than a fund — a different animal, not mapped here.

The rate record · 1990–2025

What happened to rates where funds took over

Same measure for every utility: what an average home actually paid per kilowatt-hour, from federal filings. The gray dashed line is the U.S. average; the violet mark is the buyout.

The honest read: fund ownership hasn't meant one universal outcome. Puget — the longest experiment — went from costing half the U.S. average in the 1990s to crossing above it in 2025, with regulators approving back-to-back multiyear increases (+8.7% in 2023, +12% in 2025, +6.3% in 2026). Cleco, bought with $125M in customer credits attached, has tracked the national pace almost exactly. El Paso Electric is still below the national pace — its big increase landed in 2026, after this data ends.

And the control cases cut both ways: Minnesota Power's rates climbed 79% in the decade before its 2025 sale, and PNM's rose right at the national pace under public ownership. A 258-page George Mason University study of these same cases, written for Minnesota's Citizens Utility Board, lands on a sharp conclusion: what protects ratepayers is not who owns the utility but whether regulators enforce conditions — and whether the costs of serving giant new customers stay off household bills.

Follow the incentive · 2024–2026

Why the buyers showed up now

A regulated utility earns a government-set profit on everything it builds. For decades, flat demand made that a sleepy business. The AI boom changed the math: data centers mean massive new construction — and every dollar of it earns the owner's return, approved by regulators, paid on monthly bills. Infrastructure funds noticed. The GMU study's first finding says it plainly: private capital now enters utilities for growth.

The preview: what data-center demand did to power prices back east
PJM interconnection (65M people, 13 states + DC) · capacity auction price, $ per megawatt-day

Analysts attribute ~63% of the 2025–26 jump — about $9.3 billion — to projected data-center growth. It reached bills fast: D.C.-area Pepco customers saw ~$21/month more starting June 2025. That's the cost story without any buyout — now layer the ownership question on top of it.

The playbook, and the pushback: New Mexico, this summer

Blackstone's $11.5B deal for TXNM Energy — parent of PNM and Texas's TNMP — came with a move regulators had never blessed: Blackstone bought $400 million of TXNM stock at signing, before any approval.

July 2, 2026: New Mexico regulators ruled it illegal — and ordered it unwound at shareholder expense.

Hearing examiners recommended maximum penalties for "deliberate disregard" of the approval requirement. The acquisition case is frozen until the companies prove compliance — roughly September 2026 — pushing any decision deep into 2027 territory. Watchdogs point to Blackstone's NIPSCO stake as the template: buy in, then expand. New Mexico is the first state to make a fund walk one back.

The receipts · 2007–2026

Two decades of buying the grid

MAY 2007
Duquesne Light goes private
A Macquarie-led consortium takes Pittsburgh's utility for $1.59B plus debt. Today it's held by Singapore's GIC (31%), IFM Investors (25%), Macquarie funds and Australian pension money.
OCT 10, 2007
TXU: the $45B warning shot
KKR, TPG and Goldman close the largest leveraged buyout in history on Texas's biggest power company — a bet on gas prices that goes catastrophically wrong.
FEB 6, 2009
Puget Sound Energy sold — $7.4B
Macquarie + Canadian pension funds take Washington's largest utility private. Macquarie exits in 2018; today's owners are pension managers OMERS, PGGM, BCI and AIMCo.
APR 2014
TXU's heir files Chapter 11
Energy Future Holdings collapses under ~$40B of buyout debt; the $8B equity check is wiped out. The regulated wires stayed safe — the lesson regulators still cite.
APR 2016
Cleco sold — $4.7B, with strings
Macquarie infrastructure funds + British Columbia's BCI + John Hancock buy Louisiana's Cleco. Regulators extract $125M in customer credits and commitments first.
JUL 29, 2020
El Paso Electric goes private — $4.3B
The J.P. Morgan-advised Infrastructure Investments Fund closes on EPE. The full story is File No. 1.
2021 – 2023
The minority-stake wave
Funds buy pieces instead of wholes: GIC takes 19.9% of Duke Energy Indiana ($2.05B), Blackstone 19.9% of NIPSCO ($2.16B), Brookfield a stake in FirstEnergy's transmission companies.
MAY 2024
ALLETE / Minnesota Power — $6.2B deal
Canada's pension board (CPP) and BlackRock's Global Infrastructure Partners agree to take Duluth's utility private.
AUG 2024
New Mexico Gas — sold to private equity
Emera agrees to sell the state's largest gas utility (550,000 customers) to Louisiana PE firm Bernhard Capital for $1.25B.
MAY 18, 2025
Blackstone moves on TXNM — $11.5B
$61.25/share for the parent of PNM (New Mexico's biggest electric utility) and TNMP (Texas wires). FERC, Texas and shareholders approve within months; New Mexico's year-long review begins Aug 25.
DEC 15, 2025
ALLETE deal closes — with a rate freeze
Minnesota regulators approve unanimously but attach ~$200M in conditions: a one-year base-rate freeze, $50M of rate credits, five-year investment commitments.
MAR 2026
The big one: AES — ~$38B including debt
A consortium led by BlackRock's GIP with EQT, CalPERS and Qatar's sovereign fund agrees to buy AES — parent of AES Indiana and AES Ohio (~950,000 homes) and a top U.S. renewables developer. Closing expected late 2026–early 2027.
JUL 2, 2026
New Mexico pushes back
The PRC rules Blackstone's pre-approval $400M stock purchase violated state law: unwind it at shareholder expense, pay penalties, and the merger case waits until it's proven undone.
AUG 12, 2026
New Mexico Gas closing — three weeks ago
Bernhard Capital completes the purchase. Both of New Mexico's largest utilities are now private-capital stories — one closed, one contested.
Bottom line

What the country's record actually shows

1 · The trend is real, and it's accelerating.

Two buyouts in the 2000s, two in the 2010s — then $57B of deals in 24 months, plus a wave of minority stakes. The buyers changed too: from Macquarie's niche funds to BlackRock, Blackstone and sovereign wealth.

2 · Rates after buyouts range from "matched the nation" to "+80%."

Cleco tracked the U.S. average; Puget nearly doubled it. The difference wasn't the owner's nationality or fee structure — it was what regulators approved, and what conditions they enforced. Ownership is the setup; enforcement is the outcome.

3 · The AI boom is why utilities became prey — and it names the risk.

Funds are buying guaranteed returns on a construction boom. The GMU study's central ratepayer warning: the fight that matters is whether data-center infrastructure costs stay on data centers. That's the same firewall fight as El Paso's — now national.

4 · Transparency drops on day one.

Delisting ends SEC quarterly disclosure. What's left is what state commissions demand — which makes the NMPRC's July order, and conditions like Minnesota's rate freeze, the whole ballgame.

What to watch next

Check our work

The numbers themselves

Average residential price by utility, 1990–2025 (¢/kWh)

How we measured. Each series is total residential revenue ÷ residential kilowatt-hours sold from EIA Form 861 (2025 = early release), the same all-in measure used in File No. 1 — credits, fuel and riders included; delivery-only rows excluded from volumes. The U.S. line computed this way matches EIA's published averages within 0.04¢ in every overlapping year. Buyout-window changes compare the last full pre-buyout year to 2025 (Puget 2008→2025; Cleco 2015→2025; EPE 2019→2025), against the U.S. average over identical windows. One caution the source study stresses: rates rise for many reasons — fuel, storms, mandates, inflation — so trajectory is evidence, not verdict.


Sources

The paper trail

File No. 2 in the Grid & Capital series · File No. 1: The El Paso Electric Ledger ⚡ · File No. 3: The New Mexico Ledger 🌶️