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Retirement Stock Portfolio: 11 Safe Energy Stocks to Consider

In this article, we discuss the 11 safe energy stocks for a retirement stock portfolio. If you want to read about some more energy stocks, go directly to Retirement Stock Portfolio: 5 Safe Energy Stocks to Consider.

The energy sector has been one of the best performers in the S&P 500 over the past few decades despite the volatility seen in energy prices in recent years. In the last few months, the energy sector, amid a slowing macro environment, has outperformed the broader market as investors shift away from riskier sectors like tech towards safer havens in energy. Some of the top energy stocks in this context include Exxon Mobil Corporation (NYSE:XOM), ConocoPhillips (NYSE:COP), and Chevron Corporation (NYSE:CVX).

The energy industry is expected to continue on a growth path in the coming years as innovations within the sector, with the rise of renewables and alternative sources, as well as government spending stimulate business. This makes the industry a top investment pick for a retirement stock portfolio. Per estimates by S&P Global, US spending on upgrading and modernizing energy and water infrastructure will reach $63 billion in 2022. Investors who are eager to capitalize on these growth trends should invest in energy stocks for maximum reward. 

Our Methodology

The companies that operate in the energy sector and have established business models that have demonstrated historical resilience against inflationary headwinds were selected for the list. Many of these stocks are solid dividend payers, which make them ideal for a retirement portfolio.

Retirement Stock Portfolio: Safe Energy Stocks to Consider

11. Brookfield Renewable Partners L.P. (NYSE:BEP)

Number of Hedge Fund Holders: 19   

Brookfield Renewable Partners L.P. (NYSE:BEP) owns a portfolio of renewable power generating facilities primarily in North America, Colombia, Brazil, Europe, India, and China. It is one of the best safe energy stocks for a retirement stock portfolio. On October 11, Brookfield Business Partners, with its institutional partners, agreed to sell Westinghouse Electric Co, which is its nuclear technology services operation, to an investor group led by Cameco and Brookfield Renewable Partners for $8 billion.  

On October 18, TD Securities analyst Sean Steuart resumed coverage of Brookfield Renewable Partners L.P. (NYSE:BEP) stock with a Buy rating and $41 price target, highlighting that the partnership with Cameco to acquire Westinghouse Electric expands the firm more aggressively into broader energy transition segments.  

At the end of the third quarter of 2022, 19 hedge funds in the database of Insider Monkey held stakes worth $161 million in Brookfield Renewable Partners L.P. (NYSE:BEP), compared to 19 in the preceding quarter worth $236 million. 

Just like Exxon Mobil Corporation (NYSE:XOM), ConocoPhillips (NYSE:COP), and Chevron Corporation (NYSE:CVX), Brookfield Renewable Partners L.P. (NYSE:BEP) is one of the best safe energy stocks for a retirement stock portfolio. 

In its Q1 2022 investor letter, ClearBridge Investments, an asset management firm, highlighted a few stocks and Brookfield Renewable Partners L.P. (NYSE:BEP) was one of them. Here is what the fund said:

“Brookfield Renewable Partners L.P. (NYSE:BEP) is a pure-play renewables operator and developer headquartered in Canada, focused on international hydro, solar, wind and storage technology. As more private and public institutions announce ambitious carbon reduction initiatives, Brookfield Renewable’s globally diversified, multi-technology renewables business makes it an attractive partner. Brookfield’s development pipeline stands at 18,000 MWs, providing confidence that the company can meet its targeted double-digit cash flow growth through 2025. The market narrative around the energy transition and energy security, along with increasing fossil fuels prices which have driven greater focus on switching to renewables, helped Brookfield shares in the quarter.”

10. Plug Power Inc. (NASDAQ:PLUG)

Number of Hedge Fund Holders: 32  

Plug Power Inc. (NASDAQ:PLUG) delivers end-to-end clean hydrogen and zero-emissions fuel cell solutions for various sectors. It is one of the top safe energy stocks for a retirement stock portfolio. On September 8, Plug Power said that it has secured its largest multi-site electrolyzer order in Europe. Lhyfe, a hydrogen production company, listed at Euronext in Paris, placed an order for ten 5MW PEM electrolyzer systems for production of green hydrogen across multiple plants in Europe.

On October 21, Canaccord analyst George Gianarikas assumed coverage of Plug Power Inc. (NASDAQ:PLUG) stock with a Hold rating with a price target of $16, down from $21, noting that the company was ramping up green hydrogen production, which offers both high margins and high growth over time.

At the end of the third quarter of 2022, 32 hedge funds in the database of Insider Monkey held stakes worth $373.5 million in Plug Power Inc. (NASDAQ:PLUG), compared to 26 in the preceding quarter worth $258.9 million. 

9. SolarEdge Technologies, Inc. (NASDAQ:SEDG)

Number of Hedge Fund Holders: 44    

SolarEdge Technologies, Inc. (NASDAQ:SEDG) designs, develops and sells direct current (DC) optimized inverter systems for solar photovoltaic (PV) installations worldwide. It is one of the premier safe energy stocks for a retirement stock portfolio. On October 28, SolarEdge announced the Australian launch of a DC optimized smart energy ecosystem that promises to get the most from solar and battery systems, both on energy cost savings and energy security.

On October 25, B. Riley analyst Christopher Souther maintained a Buy rating on SolarEdge Technologies, Inc. (NASDAQ:SEDG) stock and lowered the price target to $377 from $385, noting the reduced gross margin estimates for fourth quarter and early 2023 reflect expectations caused by the impact from currency headwinds that will take another two quarters or so to play out.

At the end of the third quarter of 2022, 44 hedge funds in the database of Insider Monkey held stakes worth $673.8 million in SolarEdge Technologies, Inc. (NASDAQ:SEDG), compared to 40 in the previous quarter worth $749.4 million.

In its Q2 2022 investor letter, ClearBridge Investments, an asset management firm, highlighted a few stocks and SolarEdge Technologies, Inc. (NASDAQ:SEDG) was one of them. Here is what the fund said:

“We are well-positioned to participate in the accelerating energy transition. High and rising utility costs combined with policy support are driving increased penetration of home solar plus storage systems in Europe. Israel-based SolarEdge Technologies (NASDAQ:SEDG) expects to see significant growth in solar installations in this market led by Germany and Italy, among others, where consumers are not only demanding solar on the roof but a complete system solution including batteries. This phenomenon is accelerating revenue growth for these companies.” 

8. First Solar, Inc. (NASDAQ:FSLR)

Number of Hedge Fund Holders: 45  

First Solar, Inc. (NASDAQ:FSLR) provides global photovoltaic (PV) solar energy solutions. It is one of the prominent safe energy stocks for a retirement stock portfolio. On October 26, First Solar said that it has signed a supply agreement with Swift Current, a city of Canada, for thin film solar modules. First Solar will supply Swift Current with 2GW high performance and responsibly produced thin film solar modules in 2025 and 2026.

On November 7, KeyBanc analyst Sophie Karp maintained an Overweight rating on First Solar, Inc. (NASDAQ:FSLR) stock and raised the price target to $175 from $145, noting that the updated estimates fully reflect the impact of AMC on the company’s earnings in 2023.

Among the hedge funds being tracked by Insider Monkey, Chicago-based investment firm Citadel Investment Group is a leading shareholder in First Solar, Inc. (NASDAQ:FSLR) with 3.2 million shares worth more than $426 million. 

7. Devon Energy Corporation (NYSE:DVN)

Number of Hedge Fund Holders: 51    

Devon Energy Corporation (NYSE:DVN) is an independent energy company that primarily engages in the exploration, development, and production of oil, natural gas, and natural gas liquids. It is one of the elite safe energy stocks for a retirement stock portfolio. On November 1, Devon Energy posted earnings for the third quarter of 2022, reporting earnings per share of $2.18, beating market estimates by $0.05. The revenue over the period was $5.43 billion, up 56.5% compared to the revenue over the same period last year and beating market estimates by $640 million.

On October 18, Piper Sandler analyst Mark Lear raised the target on Devon Energy Corporation (NYSE:DVN) stock to $96 from $94 and kept an Overweight rating, noting that exploration and productions were back on solid footing heading into the third quarter results after a volatile September due to OPEC and supply cut issues.

At the end of the third quarter of 2022, 51 hedge funds in the database of Insider Monkey held stakes worth $1.5 billion in Devon Energy Corporation (NYSE:DVN), compared to 57 in the previous quarter worth $1.5 billion.

In its Q2 2022 investor letter, GoodHeaven Capital Management, an asset management firm, highlighted a few stocks and Devon Energy Corporation (NYSE:DVN) was one of them. Here is what the fund said:

“Our biggest dollar gainer within this period was Devon Energy Corporation (NYSE:DVN), a position which emanated from a takeover in early 2021 of our long-time holding WPX Energy. We are sitting on a material (unrealized) gain from our cost and are now receiving material dividends thanks to Devon’s thoughtful fixed/variable dividend policy. Energy is now a hot sector for investors but we have had material exposure for a long time. We remember a bit too well $40 oil, NEGATIVELY PRICED front-month oil contract, and what it’s like to own a company with leverage and negative free cash flow during such periods. Our desire to have our biggest portfolio exposures be high-return, growing, reasonably predictable and moderately levered companies lead us to reduce our Devon exposure in the past. When the recent facts and circumstances for the industry changed and appeared supportive of healthy oil prices, we decided to maintain a sizable holding and more recently added to the position. At Devon’s Q1 dividend rate, which is most variable in nature, the shares now yield approximately 10% and our yield on our average cost is materially higher. In addition, we maintain additional energy exposure through our long-term (and successful) holding in Hess Midstream and less directly through TerraVest and Berkshire Hathaway’s energy investments.”

6. EOG Resources, Inc. (NYSE:EOG)

Number of Hedge Fund Holders: 52  

EOG Resources, Inc. (NYSE:EOG) explores, develops, produces, and markets crude oil, natural gas and natural gas liquids. It is one of the major safe energy stocks for a retirement stock portfolio. On November 3, EOG Resources posted earnings for the third quarter of 2022, reporting earnings per share of $3.71, $0.50 less than the estimates of $4.21. The revenue over the period was $7.59 billion, compared to the consensus estimates of $6.62 billion. 

On November 7, Susquehanna analyst Biju Perincheril maintained a Positive rating on EOG Resources, Inc. (NYSE:EOG) stock and raised the price target to $172 from $162, noting that the company reported solid third quarter results, beating both EPS and production expectations.

Among the hedge funds being tracked by Insider Monkey, Chicago-based investment firm Harris Associates is a leading shareholder in EOG Resources, Inc. (NYSE:EOG) with 7.1 million shares worth more than $787.4 million. 

Alongside Exxon Mobil Corporation (NYSE:XOM), ConocoPhillips (NYSE:COP), and Chevron Corporation (NYSE:CVX), EOG Resources, Inc. (NYSE:EOG) is one of the best safe energy stocks for a retirement stock portfolio. 

In its Q1 2022 investor letter, Oakmark Funds, an asset management firm, highlighted a few stocks and EOG Resources, Inc. (NYSE:EOG) was one of them. Here is what the fund said:

“EOG Resources (NYSE:EOG) (+36%), was among our top contributors in the quarter as oil prices rallied due to tight supplies, which were then exacerbated by the Russian invasion of Ukraine. Although their share prices have increased considerably, both companies still look quite undervalued even using longer-term oil prices in the $65-70 dollar range. Meanwhile, if times are good over the next couple of years, we expect these companies to return significant percentages of their market caps to shareholders.”

Click to continue reading and see Retirement Stock Portfolio: 5 Safe Energy Stocks to Consider.

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Disclosure. None. Retirement Stock Portfolio: 11 Safe Energy Stocks to Consider is originally published on Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 100+% Return within 12 to 24 months.

We’re now offering month-to-month subscriptions with no commitments.

For a ridiculously low price of just $9.99 per month, you can unlock our in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!


No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!