HITE Hedge Asset Management LLC

CIK: 0001568939Latest portfolio: $1.6B · Q4 2025

Holdings

121

Total Value

$1.6B

New Positions

43

Closed Positions

38

#StockSharesValue% PortfolioChangeType
1
PORPORTLAND GEN ELEC CO
2,654,761$127.4M8.13%+576K
2
XELXCEL ENERGY INC
1,668,743$123.3M7.86%+499K
3
ETRENTERGY CORP NEW
1,062,870$98.2M6.27%-29,754
4
DTEDTE ENERGY CO
471,367$60.8M3.88%-432,811
5
NINISOURCE INC
1,420,828$59.3M3.78%-244,630
6
AEEAMEREN CORP
557,700$55.7M3.55%-156,987
7
TBNTAMBORAN RES CORP
2,036,603$55.5M3.54%+299K
8
EQTEQT CORP
825,515$44.2M2.82%+583K
9
EVRGEVERGY INC
586,192$42.5M2.71%-180,940
10
ADNTADIENT PLC
1,924,117$36.9M2.35%-57,214
11
LNTALLIANT ENERGY CORP
500,591$32.5M2.08%+91K
12
AEPAMERICAN ELEC PWR CO INC
277,787$32.0M2.04%NEW
13
MGYMAGNOLIA OIL & GAS CORP
1,454,388$31.8M2.03%+1.3M
14
CTRACOTERRA ENERGY INC
1,203,829$31.7M2.02%-1,159,071
15
OVVOVINTIV INC
794,980$31.2M1.99%NEW
16
SUSUNCOR ENERGY INC NEW
698,673$31.0M1.98%+308K
17
VNOMUSDVIPER ENERGY INC
726,136$28.1M1.79%-935,855
18
BKVBKV CORP
1,000,839$27.2M1.73%+103K
19
KRSPRICE ACQUISITION CORP 3
2,300,654$23.6M1.50%NEW
20
CHRDCHORD ENERGY CORPORATION
247,048$22.9M1.46%-328,338
21
CRGYCRESCENT ENERGY COMPANY
2,678,232$22.5M1.43%-476,727
22
FFORD MTR CO
1,452,916$19.1M1.22%NEW
23
ESEVERSOURCE ENERGY
280,391$18.9M1.20%NEW
24
QQNITY ELECTRONICS INC
217,384$17.7M1.13%NEW
25
BETABETA TECHNOLOGIES INC
612,868$17.3M1.10%NEW

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
HYLN2.8M+1.6M
EQT826K+583K
POR2.7M+576K
XEL1.7M+499K
STLA797K+336K
SU699K+308K
TBN2.0M+299K
NESR919K+280K
4DH571K+205K
USAR369K+138K

Decreased Positions

NameSharesChange
EVGO1.6M-1322364
CTRA1.2M-1159071
DCH1.5M-1004885
AR163K-592431
CRGY2.7M-476727
DTE471K-432811
CHRD247K-328338
TTI571K-269756
APTV17K-258579
NI1.4M-244630

Sector Breakdown

Energy0.0% ($5.545644247318363e+106T)
Utilities0.0% ($1.2740112325398243e+83T)
Consumer Cyclical0.0% ($3.6885190621511515e+74T)
Industrials0.0% ($1.7289134689828943e+62T)
Technology0.0% ($1.7749857032002922e+35T)
Basic Materials0.0% ($1.329110288489744e+33T)
Unknown0.0% ($280501355779253862400.0T)
Financial Services0.0% ($23581287127442.0T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$1.6B121
Q3 2025Nov 13, 2025$1.8T115
Q2 2025Aug 14, 2025$1.7T111
Q1 2025May 14, 2025$1.6T107
Q4 2024Feb 13, 2025$1.4T98
Q3 2024Nov 14, 2024$870.2T85
Q2 2024Aug 14, 2024$1021.9T98
Q1 2024May 14, 2024$998.1T86
Q4 2023Feb 14, 2024$951.3T86
Q3 2023Nov 14, 2023$931.1T107
Q2 2023Aug 11, 2023$865.6T89
Q1 2023May 15, 2023$1336.8T95
Q4 2022Feb 14, 2023$1211.0T81
Q3 2022Nov 14, 2022$1.2T88
Q2 2022Aug 15, 2022$1.1T89
Q1 2022May 16, 2022$1.0T142
Q4 2021Feb 14, 2022$869.2B153
Q3 2021Nov 15, 2021$794.8B148
Q2 2021Aug 13, 2021$711.1B144
Q1 2021May 17, 2021$665.8B161
Q4 2020Feb 11, 2021$429.8B121
Q3 2020Nov 13, 2020$320.5B101
Q2 2020Aug 14, 2020$272.2B92
Q1 2020May 14, 2020$312.3B68
Q4 2019Feb 14, 2020$498.8B93
Q3 2019Nov 14, 2019$488.0B70
Q2 2019Aug 13, 2019$632.7B71
Q1 2019May 14, 2019$631.4B69
Q4 2018Feb 6, 2019$571.5B63
Q3 2018Nov 14, 2018$639.7B60
Q2 2018Aug 13, 2018$637.4B55
Q1 2018May 11, 2018$458.9B55
Q4 2017Feb 14, 2018$566.3B63
Q3 2017Nov 9, 2017$387.0B57
Q2 2017Aug 7, 2017$298.7B50
Q1 2017May 5, 2017$407.6B52
Q4 2016Feb 24, 2017$385.8B54
Q3 2016Oct 27, 2016$315.2B53
Q2 2016Jul 27, 2016$245.8B47
Q1 2016Apr 26, 2016$230.2B57

Fund Information

CIK0001568939
Most Recent FilingFeb 13, 2026
Number of Filings40

HITE Hedge Asset Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.6B across 121 holdings. The largest position is PORTLAND GEN ELEC CO (POR), representing 8.1% of the portfolio. Compared to the previous quarter, the fund opened 46 new positions and closed 40 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.