14 Best Energy Infrastructure Stocks to Buy Now

Key Takeaways

• US power demand hit record high 2025, driven by AI data centers
• Hedge‑fund‑backed energy infrastructure stocks show strong buy‑back activity
• NGL Energy announced $100 million repurchase, buying back ~7% of shares
• CQP’s price target lifted to $55 as Middle‑East LNG supply tightens

Pulse Analysis

The United States is experiencing an unprecedented surge in electricity consumption, with the Energy Information Administration reporting a second consecutive record in 2025. AI‑driven data centers, cryptocurrency mining, and the ongoing electrification of homes and businesses are the primary catalysts. This heightened demand not only boosts power generation but also amplifies the need for robust midstream infrastructure—pipelines, storage facilities, and LNG terminals—that can move natural gas and refined products efficiently to meet the grid’s appetite.

Investors are taking note of the sector’s institutional backing. The article’s methodology ranks stocks by the number of hedge funds holding them, a metric that has historically outperformed broader markets. NGL Energy Partners, for example, has deployed a $100 million share‑repurchase program, effectively returning capital to shareholders and signaling confidence in its balance sheet. Meanwhile, Cheniere Energy Partners saw its price target raised to $55 after geopolitical tensions in the Middle East disrupted global LNG supplies, creating a tailwind for U.S. exporters. The newsletter’s track record—nearly 500% returns since 2014—underscores the potency of mimicking top hedge‑fund picks in this niche.

Looking ahead, the EIA projects U.S. power demand to grow 0.9%‑1.6% annually through 2050, ensuring a steady pipeline of revenue for infrastructure operators. However, investors should monitor commodity price volatility, regulatory shifts, and potential over‑capacity in certain midstream segments. Diversifying across both small‑cap and large‑cap players can mitigate risk while capturing the upside from a sector that remains essential regardless of energy price cycles.