Skip to contentHome page Seeking Alpha - Power to InvestorsNov 05, 2026, 12:39 AM ETNEOS MLP & Energy Infrastructure High Income ETF (MLPI)ENB, WMB, TRP, KMI, OKE, LNG, AMLP, NEXT, TNK, PAA, MPLX, DKL, TRP:CA, ENB:CACain LeeInvesting GroupSummaryMLPI’s largest holdings are natural gas pipelines paid on volume, which is why the share price traded sideways while oil sat near $95.U.S. LNG exports hit a record 17.4 Bcf/d in the first half of 2026, and the EIA expects 18.6 Bcf/d in 2027 as Port Arthur, Rio Grande, and Golden Pass.The fund sells calls on AMLP covering 59.4% of assets, leaving roughly 40% of the portfolio uncapped to participate in the gas buildout.91% of distributions paid year to date are classified as return of capital, and I recommend reinvesting the monthly payout; rated Buy in 2027.Looking for more investing ideas like this one? Get them exclusively at ETF Portfolio Mechanics.