Which ones to hold and Which to trade off

Hi Mat & Dan,
Prior to my premium subscription this year, I had bought in 2019 the following energy stocks:
SU @36.07
ARX @6.52
CNQ @29
IPL @22.08
ENB @45.05
PPL @46.04
Since Mar’20 when these all were too low, now they have recovered to some extent but yet low compared to my price.
While reading your various answers, I’m realizing that this is a risky sector right now and there are better stocks which could perform better compared to these.

Would you please guide me if I should hold on to these or liquidate and invest the amount in some other shares which you could suggest. Please note that unfortunately I do not have any investment strategy or thesis, I’m a naive investor and my investment criteria is to earn 5% or above returns either in the form of dividend or growth or mix of both.

Hope you could help me streamline my portfolio and get the right stocks and if needed remove the ones which I might have picked up without digging into the details.

Based on your list I have added small qty of AQN & FTS in my portfolio recently.
Based on your reply I’ll take a call.