The problem at its root is that solar is a technology that is now at its inflection point: the pace of adoption as the price continues to collapse is going to completely outstrip the pace of legislative policy. I have actually adjusted my personal portfolio to cut out as much in the way of utilities as possible, which is counter to what people are supposed to do as they get older. (I'm over 50; don't ask me how much over....)
Solar is going to take over at a frightening pace, and most of it will be distributed generation backed by storage; storage solutions are being worked on feverishly because advanced storage is needed not just for this but for other applications like cell phones and laptops. Storage solutions that work for these small scale things will be scaled to work on residential storage because of the huge need for it that is opening up. Only densely packed urban areas like NYC will still need centralized power producers.
Bottom line, I don't think most utilities are going to be viable in 10 years. They'll still exist, but they'll be on life support.