In this article, we are going to discuss the 14 best energy infrastructure stocks to buy now.
The energy infrastructure sector refers to the essential systems and networks that generate, transport, and distribute energy from sources to consumers. The sector has garnered widespread attention amid the ongoing AI boom, which has sent the American appetite for energy soaring to record levels.
According to the Energy Information Administration (EIA), US power demand hit its second straight record high in 2025 and is set to continue this momentum and reach even higher levels in the coming years. The primary reasons behind this surge are the sprawling data centers powering artificial intelligence and cryptocurrency, in addition to the general electrification of homes and businesses.
Generating so much fire requires as much fuel. As a result, the country’s natural gas production also achieved a record high last year, and the energy infrastructure sector played a crucial role in transporting this gas from producers to power plants. Similarly, the fuel’s demand in the ballooning American LNG sector has also created a massive opportunity for midstream operators, especially amid the ongoing global supply disruptions.
Whether commodity prices surge or fall, the energy infrastructure sector remains in focus as long as there is a growing demand for energy, which is likely to be the case. The EIA has projected the US power demand to continue growing through 2050 at a rate of 0.9% to 1.6%, with data center use being a major factor.
With that said, here are the Best Energy Infrastructure Stocks to Invest in.
Our Methodology
To collect data for this article, we referred to several stock screeners to find companies operating in the energy infrastructure sector. We ranked these stocks by the number of hedge funds invested in them at the end of Q4 2025, as per the Insider Monkey database. We limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. The following are the Best Energy Infrastructure Stocks to Buy in 2026.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of thef best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
14. NGL Energy Partners LP (NYSE:NGL)
Number of Hedge Fund Holders: 3
NGL Energy Partners LP (NYSE:NGL) is a diversified midstream MLP that provides multiple services to producers and end-users, including transportation, storage, blending, and marketing of crude oil, NGLs, refined products/renewables, and water solutions.
NGL Energy Partners LP (NYSE:NGL) announced on April 9 that its Board of Directors had authorized a share repurchase program of up to $100 million. The program allows the company to buy back its outstanding units on a discretionary basis from time to time through open market transactions or privately negotiated transactions at prices it deems appropriate. The authorization does not have a fixed expiration date.
NGL Energy Partners LP (NYSE:NGL) revealed in its last earnings call in February that it had almost fully exhausted its board-approved common unit repurchase plan. The company bought back 1.6 million shares of its common stock during Q3 2026, bringing the total repurchases of its last program to approximately 8.7 million shares since inception. This was equivalent to almost 7% of the NGL’s total outstanding shares at the time.
13. Cheniere Energy Partners, L.P. (NYSE:CQP)
Number of Hedge Fund Holders: 5
Cheniere Energy Partners, L.P. (NYSE:CQP) provides clean, secure, and affordable LNG to integrated energy companies, utilities, and energy trading companies around the world.
On April 2, Citi analyst Spiro Dounis bumped the firm’s price target on Cheniere Energy Partners, L.P. (NYSE:CQP) from $49 to $55, but maintained a ‘Sell’ rating on the shares. The raised target still indicates a downside of over 11% from the current share price.
The analyst firm pointed to the disruptions in the Middle East for the update, which it believes could have a lasting positive impact on the US LNG industry in the long run. The US-Iran war has choked around a fifth of the global LNG supply, forcing customers (especially in the Asian markets) to look for alternatives. As a result, the US LNG shipments to Asia soared to 1.99 million tons in March, more than twice the 970,000 tons shipped in February, according to data from LSEG.
Moreover, an Iranian missile attack on QatarEnergy forced the company to halt LNG production last month. The industry giant has warned that the outage could remove over 12 million mtpa of supply for up to five years, presenting a significant opportunity for American suppliers.
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