Energy is this year's hottest trade. Wall Street analysts say buy these stocks in the fourth quarter

Oil pipelines, pumping rigs, and electrical transmission lines dot the landscape along California's "Petroleum Highway" (Highway 33) running along the northwestern side of the San Joaquin Valley.
George Rose | Getty Images

The energy sector was the only S&P group to finish September in the green. With the fourth quarter kicking off, Wall Street analysts see more gains on the horizon for the year's hottest trade.

More In Investing trends

CNBC ProJPMorgan picks stocks to play a part of China that's flown under the radar
CNBC ProThis clean energy play's business model may just be recession proof
CNBC ProA recession will test the buy now, pay later model. What it will take for these fintechs to survive