In this article, we are going to discuss the energy stocks that just hit new all-time highs.
As of the writing of this piece, the S&P Energy index has surged by 25.73% since the beginning of 2026. This compares to gains of just over 4% by the overall S&P 500 during the period.
The energy sector’s outperformance has been largely driven by ongoing conflict in the Middle East, which has choked around a fifth of the global crude oil and LNG supplies, sending prices soaring to multi-year highs.
The high oil prices have come as a boon for American operators with limited exposure to the Middle East disruptions, leading to a number of these companies reporting positive windfall in the ongoing Q1 earnings season and rallying to their new all-time highs. Moreover, these gains are here to stay, as analysts expect the war to have a lasting structural impact on the global crude prices.
It was reported on April 27 that Goldman Sachs has once again raised its oil price outlook, now forecasting Brent crude at an average of $90 per barrel and West Texas Intermediate at $83 per barrel in the fourth quarter of the year.
With that said, here are the Energy Stocks that Just Hit New All-Time Highs.
Our Methodology
To collect data for this article, we have referred to several stock screeners to find energy stocks that surged to their new highs in the month of April. The following are the Energy Stocks that Just Hit New All-Time Highs. The stocks are ranked according to their share price gains since the beginning of 2026, as of April 27.
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7. NextEra Energy, Inc. (NYSE:NEE)
YTD Return as of April 28: 19.25%
With a market cap of over $201 billion as of the writing of this article, NextEra Energy, Inc. (NYSE:NEE) is the most valuable utility company in the world. The company boasts a diverse mix of energy sources, including natural gas, nuclear, renewable energy, and battery storage.
NextEra Energy, Inc. (NYSE:NEE) rallied to a new high following its Q1 2026 earnings on April 23. The company’s adjusted EPS of $1.09 for the quarter topped estimates by $0.06, while its profit of $2.18 billion was also up by almost 162% compared to the same period last year. However, the utility’s revenue of $6.7 billion fell short of estimates by $390 million, despite a YoY growth of over 7%.
Notably, NextEra Energy Resources, the company’s renewables and storage unit, had a record quarter. The unit added 4 GW of new renewable and storage projects to its backlog, with Nextera’s total backlog now standing at around 33 GW.
NextEra Energy, Inc. (NYSE:NEE) maintained its adjusted EPS target of $3.92 to $4.02 per share for FY 2026, up from $3.71 per share last year. Then it is further expected to grow this adjusted EPS at a CAGR of over 8% through 2032, and then the same from 2032 through 2035, all off the 2025 base. Moreover, the company reaffirmed its commitments to grow its dividend per share at around 10% per year through 2026, off a 2024 base, and 6% per year from year-end 2026 through 2028.
NextEra Energy, Inc. (NYSE:NEE) also received a boost from the positive analyst attention it attracted following the impressive Q1 report, including price target boosts from BMO Capital, BTIG, and Wells Fargo.
6. Solaris Energy Infrastructure, Inc. (NYSE:SEI)
YTD Return as of April 28: 48.11%
Solaris Energy Infrastructure, Inc. (NYSE:SEI) delivers proprietary power generation and distribution solutions, as well as logistics equipment and services, to clients in the data center, energy, commercial, and industrial sectors.
Solaris Energy Infrastructure, Inc. (NYSE:SEI) hit a new high after reporting strong results for its Q1 2026 on April 27, with the company exceeding estimates in both earnings and revenue. The firm delivered an adjusted EBITDA of approximately $84 million for the quarter, up 22% sequentially and 78% YoY. Revenue also grew by 55% YoY and 9% sequentially to just over $196 million, reflecting the accelerating scale and profitability of the company.
Solaris Energy Infrastructure, Inc. (NYSE:SEI) announced over 2 GW of long-term contracted power with three different leading technology companies, and also expanded its generation capacity by over 40% to 3.1 GW during the quarter. The company’s Power Solutions segment delivered a sequential adjusted EBITDA growth of over 30%, driven by the surge in revenue from both owned assets and third-party leased capacity.
Following the impressive results, Solaris Energy Infrastructure, Inc. (NYSE:SEI) raised its Q2 adjusted EBITDA guidance by 10% to $83 million to $93 million, in addition to introducing a Q3 guidance of $80 million to $95 million, reflecting a shift from temporary to permanent power at the Stateline JV and deliveries of new equipment.
Solaris Energy Infrastructure, Inc. (NYSE:SEI) also declared a quarterly dividend of $0.12 per share, payable on June 12 to holders of record as of June 2.
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