14 Best Energy Infrastructure Stocks to Buy Now

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.

12. Pembina Pipeline Corporation (NYSE:PBA)

Number of Hedge Fund Holders: 12

Pembina Pipeline Corporation (NYSE:PBA) is a leading energy transportation and midstream service provider that has been serving North America’s energy industry for 70 years.

On April 8, BMO Capital upped its price target on Pembina Pipeline Corporation (NYSE:PBA) from C$60 to C$63, while maintaining a ‘Market Perform’ rating on the shares. The revised target reflects an upside potential of almost 4% from the current share price.

The move comes following an April 7 announcement by Pembina Pipeline Corporation (NYSE:PBA) that it expects to deliver 5% to 7% compound annual fee-based adjusted EBITDA per share growth through 2030. The outlook is supported by the company’s higher utilization of existing assets and ​contributions from sanctioned new projects entering service. The guidance represents a step-up of around 100 basis points from the midstream operator’s prior 2024-26 growth target.

Pembina Pipeline Corporation (NYSE:PBA) also revealed that it had entered into incremental hedges for ​2026. According to the company, around 65% of ​its 2026 frac spread exposure is currently hedged, with ‌around ⁠40% hedged in Q1 and Q4 and about 90% in the second and third quarters.

Pembina Pipeline Corporation (NYSE:PBA)’s long-term goals beyond 2030 include continued investments in the core business to keep up with the rising demand, as well as additional investments in LNG, LPG, gas-to-power, and emissions reduction infrastructure.

11. Kinetik Holdings Inc. (NYSE:KNTK)

Number of Hedge Fund Holders: 19

Next on our list of the Best Energy Infrastructure Stocks is Kinetik Holdings Inc. (NYSE:KNTK). It is the premier midstream operator in the Delaware Basin, providing gathering, compression, processing, transportation, and water management services.

On April 10, Barclays bumped its price target on Kinetik Holdings Inc. (NYSE:KNTK) from $44 to $46, while maintaining an ‘Equal’ Weight rating on the shares.

The analyst noted that while Kinetik Holdings Inc. (NYSE:KNTK)’s 2026 earnings are still weighted towards the latter half of the year, the stock’s outlook is becoming more favorable. Barclays believes that the higher energy prices amid the Middle East conflict, the growth in volumes, and its upcoming projects position Kinetik to improve its results as the year unfolds.

Kinetik Holdings Inc. (NYSE:KNTK) is targeting an adjusted EBITDA in the range of $950 million to $1.05 billion in FY 2026, indicating a YoY growth of over 7% at the midpoint when adjusted for the sale of EPIC Crude. The company also reiterated its commitment to shareholders by announcing its target of “annual dividend increases of 3% to 5% until dividend coverage reaches 1.6x, and leverage between 3.5x and 4x.”

With a robust annual dividend yield of 6.86%, Kinetik Holdings Inc. (NYSE:KNTK) was recently included in our list of the 13 Oil Stocks with Highest Dividends.

10. Plains GP Holdings, L.P. (NASDAQ:PAGP)

Number of Hedge Fund Holders: 20

Plains GP Holdings, L.P. (NASDAQ:PAGP) owns and operates midstream infrastructure systems in the United States and Canada. It operates through Crude Oil and Natural Gas Liquids (NGLs) segments.

On April 10, Barclays raised its price target on Plains GP Holdings, L.P. (NASDAQ:PAGP) from $18 to $21, but kept its ‘Underweight’ rating on the shares. That said, the increased target still indicates a downside of over 12% from the current levels.

The move comes as Barclays sees long-term growth prospects for Plains GP Holdings, L.P. (NASDAQ:PAGP), driven by the structurally higher crude prices amid the US-Iran conflict, as well as the increased production activity in the United States.

Similarly, the analysts over at Truist and Morgan Stanley have also turned more bullish on Plains GP Holdings, L.P. (NASDAQ:PAGP) and recently raised their respective price targets on the stock (read more details here).

In other news, Plains GP Holdings, L.P. (NASDAQ:PAGP) announced a quarterly dividend of $0.4175 per share on April 8. The dividend is payable on May 15 to all shareholders of record May 1, 2026. The stock currently has a strong annual dividend yield of 7.08%.

9. Venture Global, Inc. (NYSE:VG)

Number of Hedge Fund Holders: 22

Venture Global, Inc. (NYSE:VG) develops and constructs LNG export projects to provide clean, affordable energy to the world. The company is currently one of the largest LNG exporters in the United States.

On April 14, JPMorgan analyst Jeremy Tonet trimmed the firm’s price target on Venture Global, Inc. (NYSE:VG) from $19 to $16, while keeping a ‘Neutral’ rating on the shares. The lowered target, which still indicates an upside of almost 28% from the current levels, comes as the analyst firm updated the company’s model ahead of the upcoming Q1 report.

While JP Morgan expects Venture Global, Inc. (NYSE:VG) to be weighed down by dislocations, it expects the high spot LNG prices to lift the company’s earnings this year. The Strait of Hormuz blockade has choked around 20% of the global LNG supply. Moreover, the Iranian attack on QatarEnergy forced it to halt LNG ⁠production last month, with the company warning that the outage could remove over 12 million mtpa of supply for up to five years. The supply disruptions have sent the spot LNG prices soaring, especially in Asia, where buyers are now looking for alternatives.

Venture Global, Inc. (NYSE:VG) is targeting a consolidated EBITDA in the range of $5.2 billion to $5.8 billion for FY 2026.

8. Enbridge Inc. (NYSE:ENB)

Number of Hedge Fund Holders: 26

Enbridge Inc. (NYSE:ENB) is a midstream energy operator that focuses on transporting and distributing oil, natural gas, and natural gas liquids.

On April 7, Barclays raised its price target on Enbridge Inc. (NYSE:ENB) from C$68 to C$73, but kept its ‘Equal Weight’ rating on the shares. According to the analyst firm, the midstream giant’s base business “remains steady” as we head towards its Q1 2026 report.

Enbridge Inc. (NYSE:ENB) is projecting an EBITDA in the range of $20.2 billion and $20.8 billion and DCF in the range of $5.70 and $6.10 per share for FY 2026. The company expects to reach FID on another $10 billion to $20 billion of growth projects over the next two years, building on its $39 billion backlog that extends through 2033. The midstream firm has a 5% growth target through the end of the decade, supported by the now $39 billion secured growth capital.

Enbridge Inc. (NYSE:ENB) also boasts the coveted title of a dividend aristocrat, having raised its annual dividend for 31 consecutive years. With an impressive annual dividend yield of 5.37%, ENB was recently included in our list of the 15 Best High Yield Energy Stocks to Buy Right Now.

7. Enterprise Products Partners L.P. (NYSE:EPD)

Number of Hedge Fund Holders: 27

Enterprise Products Partners L.P. (NYSE:EPD) is one of the largest publicly traded partnerships and a leading North American provider of midstream energy services to producers and consumers of natural gas, NGLs, crude oil, refined products, and petrochemicals.

Enterprise Products Partners L.P. (NYSE:EPD) declared a quarterly dividend of $0.55 per share on April 8. The dividend is payable on May 14 to all shareholders of record on April 30, 2026. EPD is known for its strong commitment to shareholders and long dividend history, highlighted by its increasing distribution for 27 consecutive years. The midstream operator currently boasts a robust annual dividend yield of 5.91%, putting it among the 14 Value Stocks with Highest Dividends.

Enterprise Products Partners L.P. (NYSE:EPD) reported a record EBITDA of $2.7 billion for its Q4 2025 earlier in February, surpassing its previous record of $2.6 billion set in the same quarter in 2024. While the company expects its adjusted EBITDA and cash flow growth in FY 2026 to be modest, it is projecting a 10% area growth in adjusted EBITDA and cash flow in 2027 as more of its projects come online.

6. TC Energy Corporation (NYSE:TRP) 

Number of Hedge Fund Holders: 30

Next on our list of the Best Energy Infrastructure Stocks is TC Energy Corporation (NYSE:TRP). It is one of North America’s leading energy infrastructure companies with operations in the natural gas and power industries.

On April 1, Morgan Stanley raised its price target on TC Energy Corporation (NYSE:TRP) from C$93 to C$101, while maintaining an ‘Overweight’ rating on the shares. The bumped target indicates an upside of more than 19% from the current price levels.

In Morgan Stanley’s weekly update on midstream and renewable energy infrastructure, the firm highlighted that the midstream sector has received increased attention compared to the higher torque energy subsectors since the onset of the Middle East conflict. However, the analyst warned that investors have now ‘started to sharpen their pencils on potential estimate revisions’ in the midstream space.

TC Energy Corporation (NYSE:TRP) is targeting a comparable EBITDA in the range of $11.6 billion to $11.8 billion for FY 2026, representing a growth of over 6% YoY at the midpoint. The company also expects its comparable EPS for the year to be higher than 2025 levels. Meanwhile, TC Energy’s CapEx for 2026 is projected to be between $6 billion and $6.5 billion, prior to adjustments for non-controlling interests.

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