HITE Hedge Asset Management LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$1.6T
Holdings
107
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (107 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DTEDTE ENERGY CO | 987,056 | $136.5B | 8.46% | |
| 2 | AEEAMEREN CORP | 742,711 | $74.6B | 4.62% | |
| 3 | CNPCENTERPOINT ENERGY INC | 1,831,554 | $66.4B | 4.11% | |
| 4 | XELXCEL ENERGY INC | 742,163 | $52.5B | 3.26% | |
| 5 | EXEEXPAND ENERGY CORPORATION | 467,563 | $52.0B | 3.23% | |
| 6 | ARANTERO RESOURCES CORP | 1,281,308 | $51.8B | 3.21% | |
| 7 | CHRDCHORD ENERGY CORPORATION | 446,015 | $50.3B | 3.12% | |
| 8 | COPCONOCOPHILLIPS | 463,673 | $48.7B | 3.02% | |
| 9 | LADLITHIA MTRS INC | 164,281 | $48.2B | 2.99% | |
| 10 | SMSM ENERGY CO | 1,469,289 | $44.0B | 2.73% | |
| 11 | PORPORTLAND GEN ELEC CO | 972,020 | $43.4B | 2.69% | |
| 12 | DVNDEVON ENERGY CORP NEW | 1,135,146 | $42.5B | 2.63% | |
| 13 | PEOEXELON CORP | 800,000 | $36.9B | 2.29% | |
| 14 | ETRENTERGY CORP NEW | 429,434 | $36.7B | 2.28% | |
| 15 | FANGDIAMONDBACK ENERGY INC | 216,727 | $34.7B | 2.15% | |
| 16 | TMTOYOTA MOTOR CORP | 176,851 | $31.2B | 1.94% | |
| 17 | DTMDT MIDSTREAM INC | 322,755 | $31.1B | 1.93% | |
| 18 | ADNTADIENT PLC | 2,320,103 | $29.8B | 1.85% | |
| 19 | PPLPEMBINA PIPELINE CORP | 722,092 | $28.9B | 1.79% | |
| 20 | TXNMTXNM ENERGY INC | 537,121 | $28.7B | 1.78% | |
| 21 | GPORGULFPORT ENERGY CORP | 148,163 | $27.3B | 1.69% | |
| 22 | APTVAPTIV PLC | 438,223 | $26.1B | 1.62% | |
| 23 | BKVBKV CORP | 1,161,459 | $24.4B | 1.51% | |
| 24 | EVRGEVERGY INC | 326,872 | $22.5B | 1.40% | |
| 25 | KEXKIRBY CORP | 222,732 | $22.5B | 1.40% | |
| 26 | TBNTAMBORAN RES CORP | 809,505 | $19.4B | 1.20% | |
| 27 | LNTALLIANT ENERGY CORP | 297,450 | $19.1B | 1.19% | |
| 28 | AESIATLAS ENERGY SOLUTIONS INC | 1,056,305 | $18.8B | 1.17% | |
| 29 | GMGENERAL MTRS CO | 399,842 | $18.8B | 1.17% | |
| 30 | KNTKKINETIK HOLDINGS INC | 358,253 | $18.6B | 1.15% | |
| 31 | EWGISHARES INC | 490,450 | $18.2B | 1.13% | |
| 32 | NINISOURCE INC | 449,951 | $18.0B | 1.12% | |
| 33 | PNWPINNACLE WEST CAP CORP | 181,573 | $17.3B | 1.07% | |
| 34 | CVECENOVUS ENERGY INC | 1,232,294 | $17.1B | 1.06% | |
| 35 | POWLPOWELL INDS INC | 96,312 | $16.4B | 1.02% | |
| 36 | FLSFLOWSERVE CORP | 307,213 | $15.0B | 0.93% | |
| 37 | PHINPHINIA INC | 325,853 | $13.8B | 0.86% | |
| 38 | GEVGE VERNOVA INC | 41,901 | $12.8B | 0.79% | |
| 39 | TTENTOTALENERGIES SE | 190,275 | $12.3B | 0.76% | |
| 40 | PRPERMIAN RESOURCES CORP | 839,587 | $11.6B | 0.72% | |
| 41 | MOSMOSAIC CO NEW | 402,423 | $10.9B | 0.67% | |
| 42 | CRGYCRESCENT ENERGY COMPANY | 897,456 | $10.1B | 0.63% | |
| 43 | WFRDWEATHERFORD INTL PLC | 185,131 | $9.9B | 0.61% | |
| 44 | GLNGGOLAR LNG LTD | 258,674 | $9.8B | 0.61% | |
| 45 | INRINFINITY NAT RES INC | 516,326 | $9.7B | 0.60% | |
| 46 | LBLANDBRIDGE COMPANY LLC | 131,229 | $9.4B | 0.59% | |
| 47 | GPIGROUP 1 AUTOMOTIVE INC | 24,710 | $9.4B | 0.59% | |
| 48 | 016VEREN INC | 1,383,659 | $9.2B | 0.57% | |
| 49 | EVGOEVGO INC | 3,348,303 | $8.9B | 0.55% | |
| 50 | OVVOVINTIV INC | 206,702 | $8.8B | 0.55% | |
| 51 | DCHAMERICAN AXLE & MFG HLDGS IN | 1,944,668 | $7.9B | 0.49% | |
| 52 | UEOWESTLAKE CORPORATION | 71,475 | $7.1B | 0.44% | |
| 53 | VLOVALERO ENERGY CORP | 53,662 | $7.1B | 0.44% | |
| 54 | SAHSONIC AUTOMOTIVE INC | 123,724 | $7.0B | 0.44% | |
| 55 | CTVACORTEVA INC | 111,785 | $7.0B | 0.44% | |
| 56 | DINOHF SINCLAIR CORP | 210,946 | $6.9B | 0.43% | |
| 57 | AXTAAXALTA COATING SYS LTD | 200,000 | $6.6B | 0.41% | |
| 58 | MPMP MATERIALS CORP | 263,909 | $6.4B | 0.40% | |
| 59 | NESRNATIONAL ENERGY SERVICES REU | 782,239 | $5.8B | 0.36% | |
| 60 | ALVAUTOLIV INC | 62,900 | $5.6B | 0.35% | |
| 61 | APHAMPHENOL CORP NEW | 83,844 | $5.5B | 0.34% | |
| 62 | TTITETRA TECHNOLOGIES INC DEL | 1,625,788 | $5.5B | 0.34% | |
| 63 | PPLPPL CORP | 146,568 | $5.3B | 0.33% | |
| 64 | EQTEQT CORP | 93,575 | $5.0B | 0.31% | |
| 65 | ENBENBRIDGE INC | 110,553 | $4.9B | 0.30% | |
| 66 | MSFTMICROSOFT CORP | 12,742 | $4.8B | 0.30% | |
| 67 | EMNEASTMAN CHEM CO | 53,930 | $4.8B | 0.29% | |
| 68 | PAGPENSKE AUTOMOTIVE GRP INC | 31,962 | $4.6B | 0.29% | |
| 69 | CMSCMS ENERGY CORP | 58,310 | $4.4B | 0.27% | |
| 70 | VRTVERTIV HOLDINGS CO | 60,508 | $4.4B | 0.27% | |
| 71 | AIRJWAIRJOULE TECHNOLOGIES CORP | 6,244,056 | $3.5B | 0.22% | |
| 72 | AROCARCHROCK INC | 131,626 | $3.5B | 0.21% | |
| 73 | 4DHDANA INC | 242,901 | $3.2B | 0.20% | |
| 74 | RIVNRIVIAN AUTOMOTIVE INC | 255,916 | $3.2B | 0.20% | |
| 75 | ANAUTONATION INC | 19,088 | $3.1B | 0.19% | |
| 76 | CVNACARVANA CO | 14,520 | $3.0B | 0.19% | |
| 77 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 68,657 | $3.0B | 0.19% | |
| 78 | KMXCARMAX INC | 37,436 | $2.9B | 0.18% | |
| 79 | CATCATERPILLAR INC | 8,817 | $2.9B | 0.18% | |
| 80 | CTRACOTERRA ENERGY INC | 93,970 | $2.7B | 0.17% | |
| 81 | NVDANVIDIA CORPORATION | 22,803 | $2.5B | 0.15% | |
| 82 | VGKVANGUARD INTL EQUITY INDEX F | 34,921 | $2.5B | 0.15% | |
| 83 | ENQENTEGRIS INC | 24,661 | $2.2B | 0.13% | |
| 84 | LACLITHIUM AMERS CORP NEW | 735,918 | $2.0B | 0.12% | |
| 85 | NPWRNET POWER INC | 743,238 | $2.0B | 0.12% | |
| 86 | WOLF 1.875 12/01/29WOLFSPEED INC | 8,000,000 | $1.8B | 0.11% | |
| 87 | SPYSPDR S&P 500 ETF TR | 3,000 | $1.7B | 0.10% | |
| 88 | QA4AGENTHERM INC | 54,407 | $1.5B | 0.09% | |
| 89 | HYLNHYLIION HOLDINGS CORP | 999,411 | $1.4B | 0.09% | |
| 90 | OKLOOKLO INC | 58,658 | $1.3B | 0.08% | |
| 91 | ALLYALLY FINL INC | 28,367 | $1.0B | 0.06% | |
| 92 | AMDADVANCED MICRO DEVICES INC | 9,733 | $1000.0M | 0.06% | |
| 93 | SOXXISHARES TR | 5,010 | $942.7M | 0.06% | |
| 94 | DECDIVERSIFIED ENERGY COMPANY P | 65,166 | $881.0M | 0.05% | |
| 95 | RIVN 3.625 10/15/30RIVIAN AUTOMOTIVE INC | 1,000,000 | $874.5M | 0.05% | |
| 96 | PONYPONY AI INC | 98,588 | $869.5M | 0.05% | |
| 97 | HSAIHESAI GROUP | 56,740 | $839.8M | 0.05% | |
| 98 | NXTNEXTRACKER INC | 16,568 | $698.2M | 0.04% | |
| 99 | AURAURORA INNOVATION INC | 100,233 | $674.1M | 0.04% | |
| 100 | CRMTAMERICAS CAR-MART INC | 11,742 | $533.0M | 0.03% |
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