Oil prices are in the news thanks to the geopolitical conflict unfolding in the Middle East. That’s pushed longer-term trends in the energy sector into the background. But the multi-decade shift from dirtier to cleaner energy sources is still underway. Here are three investments that let you take advantage of that shift in March.
TotalEnergies (NYSE: TTE) is an integrated energy giant that will benefit from rising oil and natural gas prices. That’s not very “green,” but the company stands out from its peers in an important way. It is using cash from its carbon fuel operations to build a business around electricity and clean energy. In 2025, its integrated power division accounted for 12% of operating income.
Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue »
The potential windfall from high oil prices is exciting because it would give TotalEnergies more cash to invest in growing its integrated power division. To be fair, the stock has risen along with oil prices. However, if you think long term, TotalEnergies’ approach could be a desirable middle ground for investors who don’t want to jump into clean power with both feet. The stock has a dividend yield of 4.5%, though U.S. investors have to pay French taxes and fees on the dividend.
It is completely reasonable that someone looking for green energy stocks wouldn’t want to own an oil company. Which is why NextEra Energy (NYSE: NEE) could be your pick. NextEra owns one of the largest regulated electric utilities in the United States. That provides a reliable foundation for the company’s solar and wind power business, which it continues to build. Renewable energy has been NextEra’s growth engine for years, noting that it is already one of the world’s largest solar and wind producers.
The big story here, however, is the attractive combination of stability, income, and dividend growth. The yield is 2.7%, which is above the utility average of 2.4%. The dividend has been increased annually for decades. And the company is projecting earnings growth of 8% a year through 2035 with dividend growth of 6% through at least 2028.
Brookfield Renewable (NYSE: BEP)(NYSE: BEPC) is the only pure play on this list, with exposure to solar, wind, hydroelectric, and nuclear power, in addition to storage. Its portfolio of clean power assets spans across North America, South America, Europe, and Asia. It is a one-stop shop for investors and customers seeking green power. Notably, it has long-term deals with tech giants Microsoft (NASDAQ: MSFT) and Google to help support the build out of their AI businesses.
