Energy Transfer (ET) is currently yielding 7.5% and looks like a solid play on AI power demand. They recently signed agreements with Oracle to supply gas to data centers in Texas and a 20-year deal with Entergy Louisiana supporting a Meta facility. In the last year they have contracted over 6 Bcf/day of new capacity which locks in about $25B in future revenue. To save money, they are planning to convert an existing NGL pipeline to natural gas rather than building new. Just keep in mind it is an MLP so it comes with extra tax paperwork.