Energy infrastructure ETFs delivered varying returns for investors in the third quarter of 2026, driven largely by underlying exposure to the utilities sector. Utilities was the worst-performing S&P 500 sector in the third quarter, falling 12.4%.
EMLP is an actively managed ETF focused on North American energy infrastructure, with a 41% allocation to electric power and transmission. The fund is designed for risk-averse investors seeking stability during economic downturns, with low sensitivity to energy prices and broader market declines. EMLP's expense ratio is nearly double the ETF median, making custom blends of XLU and AMLP a potentially more cost-effective alternative.
Energy infrastructure and crude oil ETFs EMLP and SCO saw trading volumes well above average, putting both in focus.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 4,643 | $201,958 | $197,141.78 | -$4,816.22 | -2.38% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 908,936 | $39.54M | $38.59M | -$945,312.44 | -2.39% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 77,615 | $2.75M | $3.3M | $546,172.49 | 19.87% |
| JM Jacob Myrvik FSB PREMIER WEALTH MANAGEMENT Inc. | 5,240 | $200,681.9 | $225,162.8 | $24,480.9 | 12.2% |
| DMC Dana M. Capozzella CASCADE INVESTMENT GROUP Inc. | 13,627 | $412,171.1 | $578,602.42 | $166,431.32 | 40.38% |
| ARCA Exchange | US Country |
The fund focuses on investment strategies within the energy infrastructure sector, emphasizing equity securities. Targeting companies that are integral to the energy infrastructure such as natural gas and electric utilities, corporations managing energy infrastructure assets like pipelines or those involved in renewable energy production, the fund aims to capitalize on the essential services these entities provide. With a significant portion of its assets dedicated to investments in U.S. and Canadian markets, the fund particularly includes investments in utilities, publicly-traded Master Limited Partnerships (MLPs), MLP affiliates, and other energy infrastructure companies. Operating with a non-diversified strategy allows the fund to make more concentrated investments, potentially leading to higher returns albeit with increased risk.
The fund offers a focused investment product characterized by a commitment to the energy infrastructure sector, detailed as follows: