Pipeline companies, particularly those building arteries to natural gas production hubs, should also do well in the current environment, observers say.
Recently, Deutsche Bank put "buy" recommendations on to several producers and master limited partnerships—publicly traded investment vehicles that have absorbed billions in private equity.
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In particular, the bank said that the "fundamental outlook of U.S. gas demand is compelling" to Kinder Morgan, which is also on the front lines of liquefied natural gas (LNG) exports. Deutsche expects the pipeline company's stock to rise to $42, up from Tuesday's trade near $33.
Meanwhile, the domestic boom has been a relative bust for some of the world's largest oil producers. Big Oil was slow to embrace the shale revolution, and has now been forced to play catch-up as smaller oil and gas companies feast on the spoils of the boom.
Year-to-date, ExxonMobil and Chevron have both fallen about 0.6 percent, lagging the S&P energy sector's 4.8 percent surge. The lone outlier was ConocoPhillips, whose stock added more than 5 percent during the same time frame.
—By CNBC's Javier David. CNBC's Giovanny Moreano contributed to this story.