People around here (northern VA) with modest homes and heat pumps should do ok since our electricity comes mostly from coal, nuclear and hydro. But speculators who bought tract mansions in Loudoun county hoping to flip them might be surprised at their natural gas bills. I don't see any signs of panic yet, but the inventory is very high for this time of year (about 500 new or pretty new tract mansions for sale).
I've looked at blue prints and design drawings for those types of houses (haven't been in one, yet)and they seem horribly inefficient. For instance, all of them have a fetish for large entranceways/foyers leading to the second floor. Also, gigantic master suites etc. If you look at the drawings long enough, you're reminded of the old Caddies with tailfins.