Are you sure it's profit, as opposed to certainty, that drives the investment mindset here?

I agree that renewables and distributed energy generation are the path forward, but I can understand a lot of investors having reasonable scepticism (even after more than a decade of proven wind + solar ramp-up) about those technologies remaining market-leading.

Under that mindset, it's not so much about "will investment in this individual company make {me/my portfolio audience} the largest return", but moreso "is this the investment that I can leave as-is for twenty years and be most-confident about".