HITE Hedge Asset Management LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$1.4T
Holdings
98
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (98 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DTEDTE ENERGY CO | 964,919 | $116.5B | 8.52% | |
| 2 | AEEAMEREN CORP | 802,696 | $71.6B | 5.23% | |
| 3 | CNPCENTERPOINT ENERGY INC | 1,881,554 | $59.7B | 4.36% | |
| 4 | EQTEQT CORP | 1,194,927 | $55.1B | 4.03% | |
| 5 | 016VEREN INC | 10,056,998 | $51.7B | 3.78% | |
| 6 | DVNDEVON ENERGY CORP NEW | 1,574,137 | $51.5B | 3.77% | |
| 7 | XELXCEL ENERGY INC | 656,797 | $44.3B | 3.24% | |
| 8 | PORPORTLAND GEN ELEC CO | 986,930 | $43.0B | 3.15% | |
| 9 | FANGDIAMONDBACK ENERGY INC | 260,566 | $42.7B | 3.12% | |
| 10 | CHRDCHORD ENERGY CORPORATION | 348,929 | $40.8B | 2.98% | |
| 11 | ETRENTERGY CORP NEW | 518,231 | $39.3B | 2.87% | |
| 12 | ARANTERO RESOURCES CORP | 1,022,241 | $35.8B | 2.62% | |
| 13 | COPCONOCOPHILLIPS | 354,258 | $35.1B | 2.57% | |
| 14 | LADLITHIA MTRS INC | 96,508 | $34.5B | 2.52% | |
| 15 | TMTOYOTA MOTOR CORP | 152,749 | $29.7B | 2.17% | |
| 16 | APTVAPTIV PLC | 488,506 | $29.5B | 2.16% | |
| 17 | CTRACOTERRA ENERGY INC | 1,079,782 | $27.6B | 2.02% | |
| 18 | NINISOURCE INC | 745,443 | $27.4B | 2.00% | |
| 19 | ENBENBRIDGE INC | 500,946 | $21.3B | 1.55% | |
| 20 | STLASTELLANTIS N.V | 1,626,597 | $21.2B | 1.55% | |
| 21 | EXEEXPAND ENERGY CORPORATION | 207,337 | $20.6B | 1.51% | |
| 22 | CMSCMS ENERGY CORP | 297,186 | $19.8B | 1.45% | |
| 23 | HESMHESS MIDSTREAM LP | 530,428 | $19.6B | 1.44% | |
| 24 | MURMURPHY OIL CORP | 645,252 | $19.5B | 1.43% | |
| 25 | BKVBKV CORP | 731,786 | $17.4B | 1.27% | |
| 26 | PPLPPL CORP | 531,680 | $17.3B | 1.26% | |
| 27 | AROCARCHROCK INC | 670,429 | $16.7B | 1.22% | |
| 28 | PPLPEMBINA PIPELINE CORP | 433,818 | $16.0B | 1.17% | |
| 29 | EVRGEVERGY INC | 256,594 | $15.8B | 1.15% | |
| 30 | NEENEXTERA ENERGY INC | 200,000 | $14.3B | 1.05% | |
| 31 | ADNTADIENT PLC | 816,286 | $14.1B | 1.03% | |
| 32 | CVXCHEVRON CORP NEW | 96,755 | $14.0B | 1.02% | |
| 33 | TRGPTARGA RES CORP | 68,589 | $12.2B | 0.89% | |
| 34 | SOBOSOUTH BOW CORP | 503,517 | $11.9B | 0.87% | |
| 35 | CVECENOVUS ENERGY INC | 741,356 | $11.2B | 0.82% | |
| 36 | TBNTAMBORAN RES CORP | 511,421 | $10.7B | 0.78% | |
| 37 | KEXKIRBY CORP | 98,718 | $10.4B | 0.76% | |
| 38 | OVVOVINTIV INC | 253,162 | $10.3B | 0.75% | |
| 39 | PAHUSDELEMENT SOLUTIONS INC | 391,966 | $10.0B | 0.73% | |
| 40 | QA4AGENTHERM INC | 246,272 | $9.8B | 0.72% | |
| 41 | ALVAUTOLIV INC | 101,022 | $9.5B | 0.69% | |
| 42 | PNWPINNACLE WEST CAP CORP | 106,573 | $9.0B | 0.66% | |
| 43 | PSXPHILLIPS 66 | 78,194 | $8.9B | 0.65% | |
| 44 | UEOWESTLAKE CORPORATION | 60,648 | $7.0B | 0.51% | |
| 45 | NESRNATIONAL ENERGY SERVICES REU | 727,235 | $6.5B | 0.48% | |
| 46 | 0E41ENLINK MIDSTREAM LLC | 449,371 | $6.4B | 0.46% | |
| 47 | AIRJWAIRJOULE TECHNOLOGIES CORP | 5,627,886 | $6.2B | 0.45% | |
| 48 | TTITETRA TECHNOLOGIES INC DEL | 1,681,509 | $6.0B | 0.44% | |
| 49 | MPMP MATERIALS CORP | 385,846 | $6.0B | 0.44% | |
| 50 | CTVACORTEVA INC | 100,000 | $5.7B | 0.42% | |
| 51 | MLMMARTIN MARIETTA MATLS INC | 10,592 | $5.5B | 0.40% | |
| 52 | WMBWILLIAMS COS INC | 100,000 | $5.4B | 0.40% | |
| 53 | MSFTMICROSOFT CORP | 12,742 | $5.4B | 0.39% | |
| 54 | CRCCANADIAN NAT RES LTD | 155,285 | $4.8B | 0.35% | |
| 55 | VLOVALERO ENERGY CORP | 38,746 | $4.7B | 0.35% | |
| 56 | GLNGGOLAR LNG LTD | 110,850 | $4.7B | 0.34% | |
| 57 | PHINPHINIA INC | 91,279 | $4.4B | 0.32% | |
| 58 | NPWRNET POWER INC | 411,512 | $4.4B | 0.32% | |
| 59 | EMREMERSON ELEC CO | 34,791 | $4.3B | 0.32% | |
| 60 | MBLYMOBILEYE GLOBAL INC | 214,070 | $4.3B | 0.31% | |
| 61 | EVGOEVGO INC | 1,046,417 | $4.2B | 0.31% | |
| 62 | OSKOSHKOSH CORP | 44,496 | $4.2B | 0.31% | |
| 63 | ACHRARCHER AVIATION INC | 430,360 | $4.2B | 0.31% | |
| 64 | OKLOOKLO INC | 194,469 | $4.1B | 0.30% | |
| 65 | MTDRMATADOR RES CO | 73,137 | $4.1B | 0.30% | |
| 66 | CATCATERPILLAR INC | 11,177 | $4.1B | 0.30% | |
| 67 | OLNOLIN CORP | 110,070 | $3.7B | 0.27% | |
| 68 | SAHSONIC AUTOMOTIVE INC | 58,526 | $3.7B | 0.27% | |
| 69 | FSLRFIRST SOLAR INC | 20,818 | $3.7B | 0.27% | |
| 70 | GMGENERAL MTRS CO | 66,407 | $3.5B | 0.26% | |
| 71 | BORRBORR DRILLING LTD | 744,468 | $2.9B | 0.21% | |
| 72 | GPIGROUP 1 AUTOMOTIVE INC | 6,759 | $2.8B | 0.21% | |
| 73 | NXPINXP SEMICONDUCTORS N V | 13,003 | $2.7B | 0.20% | |
| 74 | HYLNHYLIION HOLDINGS CORP | 887,304 | $2.3B | 0.17% | |
| 75 | XYLXYLEM INC | 19,199 | $2.2B | 0.16% | |
| 76 | LACLITHIUM AMERS CORP NEW | 731,473 | $2.2B | 0.16% | |
| 77 | ROKROCKWELL AUTOMATION INC | 7,573 | $2.2B | 0.16% | |
| 78 | 4DHDANA INC | 177,218 | $2.0B | 0.15% | |
| 79 | DCHAMERICAN AXLE & MFG HLDGS IN | 344,156 | $2.0B | 0.15% | |
| 80 | INVZINNOVIZ TECHNOLOGIES LTD | 1,173,842 | $2.0B | 0.14% | |
| 81 | WERNWERNER ENTERPRISES INC | 51,198 | $1.8B | 0.13% | |
| 82 | TELTE CONNECTIVITY PLC | 11,094 | $1.6B | 0.12% | |
| 83 | CLNECLEAN ENERGY FUELS CORP | 498,233 | $1.3B | 0.09% | |
| 84 | APHAMPHENOL CORP NEW | 17,642 | $1.2B | 0.09% | |
| 85 | CRMTAMERICAS CAR-MART INC | 22,281 | $1.1B | 0.08% | |
| 86 | TSLATESLA INC | 2,619 | $1.1B | 0.08% | |
| 87 | VCVISTEON CORP | 11,227 | $996.1M | 0.07% | |
| 88 | PONYPONY AI INC | 67,934 | $974.9M | 0.07% | |
| 89 | ASTLALGOMA STL GROUP INC | 92,646 | $906.1M | 0.07% | |
| 90 | CENXCENTURY ALUM CO | 39,705 | $723.4M | 0.05% | |
| 91 | ALLYALLY FINL INC | 19,925 | $717.5M | 0.05% | |
| 92 | AURAURORA INNOVATION INC | 106,880 | $673.3M | 0.05% | |
| 93 | ZKNZEEKR INTELLIGENT TECHNOLOGY | 22,333 | $633.8M | 0.05% | |
| 94 | —GOLDEN STAR ACQUISITION CORP | 50,000 | $573.5M | 0.04% | |
| 95 | RIVNRIVIAN AUTOMOTIVE INC | 42,100 | $559.9M | 0.04% | |
| 96 | COPXGLOBAL X FDS | 11,439 | $436.7M | 0.03% | |
| 97 | PLLPIEDMONT LITHIUM INC | 37,023 | $323.6M | 0.02% | |
| 98 | SWVLSWVL HOLDINGS CORP | 32,910 | $210.1M | 0.02% |