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Some Excellent Energy Stocks Are Found In This ETF

BY | ETF Database
7:14 am ET 10/05/26 | 6 VIEWS
At the sector level, energy is king this year thanks in large part to the wars in Iran and Ukraine. Those ongoing conflicts are hampering exports from those nations. However, geopolitical duress also implies some level of risk in the energy patch today.West Texas Intermediate (WTI) futures closed at $91.26 per barrel last Friday. A resolution to the war in Iran, which some experts believe is possible before the end of this year, could send oil price tumbling. That is to say, investors considering the sector may benefit from active management and they certainly need to be selective. The ALPS CoreCommodity Natural Resources ETF (CCNR ) checks those boxes. Arguably the biggest selling point with CCNR is the facts that this isn’t a dedicated energy fund. However, some of the energy stocks residing in the fund are favorites among the smart money crowd.Wade Into the Energy Sector With CCNRCCNR is applicable to a broad swath of market participants, including those who want commodities exposure without the complexities and time constraints of the futures market. Likewise, though this ETF allocates 36.48% of its weight to energy equities, it has the potential to defray some of the risks associated with dedicated energy equity strategies. That said, the actively managed ETF deserves some credit because its energy portfolio includes some attractively valued, high-quality names. One example is midstream player Antero Resources (AR). “We like the steps Antero is taking in its hedging program to offset some of the risk associated with lower gas prices,” observed Morningstar analyst Adam Baker. “In 2026, over half of its annual volumes are hedged, and we expect this to range from 25% to 50% of volumes in 2027 as the HG Energy deal is fully integrated at the operational level. Management specifically guided this level of hedging to limit risks associated with the acquisition.” Another perk as it relates to CCNR’s energy sleeve is that it’s not constrained. The fund features exposure energy segments, including exploration and production, midstream and oilfield services. Speaking of service providers, Baker Hughes (BKR), one of the ETF’s smaller components, could contribute some upside for the ETF and that could be the case whether or not the company separates its oilfield services and industrial and energy technology units. “We believe the rationale for bringing these assets together made strategic sense. The combination gives Baker Hughes a stronger footing with key global customers; it allows customers to deal with one vendor and enables the company to craft unique solutions that differentiate it from its peers,” notes Morningstar’s Joshua Aguilar. “These solutions focus on meeting the world’s energy demands cost-effectively and securely while minimizing the impact of emissions.” For more news, information, and analysis, visit the ETF Building Blocks Content Hub.

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