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 ProBlack Friday stocks: Wall Street loves these retail names into the end of the year
CNBC ProThe Black Friday trade: Wall Street's stock winners for the holiday season
CNBC ProEV play Blink Charging is up more than 50% this quarter. Cowen says take some profits