HITE Hedge Asset Management LLC

Est. AUM

$1.77B

13F long equity, this entity only

Positions

126

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	PORTLAND GEN ELEC CO	COM NEW	$142.0M	2690996	8.01%	SOLE
2	TAMBORAN RES CORP	COM	$103.8M	2076315	5.86%	SOLE
3	XCEL ENERGY INC	COM	$92.2M	1160099	5.20%	SOLE
4	ENTERGY CORP NEW	COM	$85.7M	763078	4.84%	SOLE
5	DTE ENERGY CO	COM	$74.8M	511367	4.22%	SOLE
6	COTERRA ENERGY INC	COM	$65.6M	1867744	3.70%	SOLE
7	AMEREN CORP	COM	$46.4M	422264	2.62%	SOLE
8	DIAMONDBACK ENERGY INC	COM	$43.5M	219683	2.45%	SOLE
9	AMERICAN ELEC PWR CO INC	COM	$42.8M	326416	2.41%	SOLE
10	NISOURCE INC	COM	$40.9M	877440	2.31%	SOLE
11	EVERGY INC	COM	$39.4M	480895	2.22%	SOLE
12	EXPAND ENERGY CORPORATION	COM	$38.6M	351394	2.18%	SOLE
13	CHORD ENERGY CORPORATION	COM NEW	$37.0M	260133	2.09%	SOLE
14	ADIENT PLC	ORD SHS	$36.3M	1796652	2.05%	SOLE
15	ALLIANT ENERGY CORP	COM	$32.3M	449591	1.82%	SOLE
16	MDU RES GROUP INC	COM	$32.1M	1550000	1.81%	SOLE
17	GULFPORT ENERGY CORP	COMMON SHARES	$31.4M	148202	1.77%	SOLE
18	VIPER ENERGY INC	CL A	$29.5M	627965	1.67%	SOLE
19	FORGENT POWER SOLUTIONS INC	COM SHS CL A	$28.5M	974601	1.61%	SOLE
20	CONSOLIDATED EDISON INC	COM	$28.3M	250031	1.60%	SOLE
21	WILLIAMS COS INC	COM	$28.0M	384974	1.58%	SOLE
22	BETA TECHNOLOGIES INC	COM SHS CL A	$27.9M	1898559	1.58%	SOLE
23	FORD MTR CO	COM	$27.5M	2383465	1.55%	SOLE
24	BKV CORP	COM	$24.4M	855481	1.38%	SOLE
25	RICE ACQUISITION CORP 3	ORD SHS CL A	$23.7M	2300654	1.34%	SOLE
26	KINETIK HOLDINGS INC	COM NEW CL A	$22.3M	460853	1.26%	SOLE
27	FIRSTENERGY CORP	COM	$19.5M	384504	1.10%	SOLE
28	AMPHENOL CORP	CL A	$18.6M	146862	1.05%	SOLE
29	SUNCOR ENERGY INC NEW	COM	$17.9M	270665	1.01%	SOLE
30	EXCELERATE ENERGY INC	CL A COM	$17.6M	528015	1.00%	SOLE
31	ANTERO MIDSTREAM CORP	COM	$17.4M	764952	0.98%	SOLE
32	INTERNATIONAL FLAVORS&FRAGRA	COM	$16.7M	229582	0.94%	SOLE
33	PPL CORP	COM	$15.1M	394351	0.85%	SOLE
34	CORE & MAIN INC	CL A	$15.0M	303605	0.85%	SOLE
35	AUTOMATIC DATA PROCESSING IN	COM	$14.3M	70578	0.81%	SOLE
36	ASBURY AUTOMOTIVE GROUP INC	COM	$13.0M	66766	0.74%	SOLE
37	YPF SOCIEDAD ANONIMA	SPON ADR CL D	$12.8M	277192	0.72%	SOLE
38	MURPHY OIL CORP	COM	$12.4M	301690	0.70%	SOLE
39	CRESCENT ENERGY COMPANY	CL A COM	$11.8M	875200	0.67%	SOLE
40	SABLE OFFSHORE CORP	COM SHS	$11.8M	714307	0.67%	SOLE
41	RALLIANT CORP	COM	$11.4M	274314	0.64%	SOLE
42	GROUP 1 AUTOMOTIVE INC	COM	$11.2M	33745	0.63%	SOLE
43	GENERAL MTRS CO	COM	$10.9M	146532	0.62%	SOLE
44	BAYTEX ENERGY CORP	COM	$10.4M	2327328	0.59%	SOLE
45	PERMIAN RESOURCES CORP	CLASS A COM	$10.3M	484040	0.58%	SOLE
46	ISHARES TR	MSCI CHINA ETF	$10.2M	181454	0.58%	SOLE
47	VISTRA CORP	COM	$10.2M	67800	0.58%	SOLE
48	TARGA RES CORP	COM	$10.1M	40211	0.57%	SOLE
49	CENOVUS ENERGY INC	COM	$10.1M	379748	0.57%	SOLE
50	VALERO ENERGY CORP	COM	$9.8M	39777	0.55%	SOLE

1–50 of 126

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.