HITE Hedge Asset Management LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$1.6T
Holdings
121
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (121 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PORPORTLAND GEN ELEC CO | 2,654,761 | $127.4B | 8.13% | |
| 2 | XELXCEL ENERGY INC | 1,668,743 | $123.3B | 7.86% | |
| 3 | ETRENTERGY CORP NEW | 1,062,870 | $98.2B | 6.27% | |
| 4 | DTEDTE ENERGY CO | 471,367 | $60.8B | 3.88% | |
| 5 | NINISOURCE INC | 1,420,828 | $59.3B | 3.78% | |
| 6 | AEEAMEREN CORP | 557,700 | $55.7B | 3.55% | |
| 7 | TBNTAMBORAN RES CORP | 2,036,603 | $55.5B | 3.54% | |
| 8 | EQTEQT CORP | 825,515 | $44.2B | 2.82% | |
| 9 | EVRGEVERGY INC | 586,192 | $42.5B | 2.71% | |
| 10 | ADNTADIENT PLC | 1,924,117 | $36.9B | 2.35% | |
| 11 | LNTALLIANT ENERGY CORP | 500,591 | $32.5B | 2.08% | |
| 12 | AEPAMERICAN ELEC PWR CO INC | 277,787 | $32.0B | 2.04% | |
| 13 | MGYMAGNOLIA OIL & GAS CORP | 1,454,388 | $31.8B | 2.03% | |
| 14 | CTRACOTERRA ENERGY INC | 1,203,829 | $31.7B | 2.02% | |
| 15 | OVVOVINTIV INC | 794,980 | $31.2B | 1.99% | |
| 16 | SUSUNCOR ENERGY INC NEW | 698,673 | $31.0B | 1.98% | |
| 17 | VNOMUSDVIPER ENERGY INC | 726,136 | $28.1B | 1.79% | |
| 18 | BKVBKV CORP | 1,000,839 | $27.2B | 1.73% | |
| 19 | KRSPRICE ACQUISITION CORP 3 | 2,300,654 | $23.6B | 1.50% | |
| 20 | CHRDCHORD ENERGY CORPORATION | 247,048 | $22.9B | 1.46% | |
| 21 | CRGYCRESCENT ENERGY COMPANY | 2,678,232 | $22.5B | 1.43% | |
| 22 | FFORD MTR CO | 1,452,916 | $19.1B | 1.22% | |
| 23 | ESEVERSOURCE ENERGY | 280,391 | $18.9B | 1.20% | |
| 24 | QQNITY ELECTRONICS INC | 217,384 | $17.7B | 1.13% | |
| 25 | BETABETA TECHNOLOGIES INC | 612,868 | $17.3B | 1.10% | |
| 26 | PHINPHINIA INC | 241,116 | $15.1B | 0.96% | |
| 27 | FEFIRSTENERGY CORP | 334,504 | $15.0B | 0.96% | |
| 28 | GMGENERAL MTRS CO | 182,460 | $14.8B | 0.95% | |
| 29 | NESRNATIONAL ENERGY SERVICES REU | 919,381 | $14.4B | 0.92% | |
| 30 | GPIGROUP 1 AUTOMOTIVE INC | 35,263 | $13.9B | 0.88% | |
| 31 | PPLPPL CORP | 394,351 | $13.8B | 0.88% | |
| 32 | 4DHDANA INC | 570,607 | $13.6B | 0.86% | |
| 33 | MDUMDU RES GROUP INC | 690,000 | $13.5B | 0.86% | |
| 34 | MPMP MATERIALS CORP | 263,099 | $13.3B | 0.85% | |
| 35 | TMTOYOTA MOTOR CORP | 50,609 | $10.8B | 0.69% | |
| 36 | BTEBAYTEX ENERGY CORP | 3,311,203 | $10.7B | 0.68% | |
| 37 | OKEONEOK INC NEW | 143,546 | $10.6B | 0.67% | |
| 38 | IFFINTERNATIONAL FLAVORS&FRAGRA | 152,665 | $10.3B | 0.66% | |
| 39 | DINOHF SINCLAIR CORP | 219,672 | $10.1B | 0.65% | |
| 40 | FDXFEDEX CORP | 34,025 | $9.8B | 0.63% | |
| 41 | DCHAMERICAN AXLE & MFG HLDGS IN | 1,472,714 | $9.4B | 0.60% | |
| 42 | CVXCHEVRON CORP NEW | 59,944 | $9.1B | 0.58% | |
| 43 | COPCONOCOPHILLIPS | 95,770 | $9.0B | 0.57% | |
| 44 | UTLUNITIL CORP | 182,218 | $8.8B | 0.56% | |
| 45 | STLASTELLANTIS N.V | 797,453 | $8.7B | 0.55% | |
| 46 | KGSKODIAK GAS SVCS INC | 231,116 | $8.6B | 0.55% | |
| 47 | ITRIITRON INC | 92,298 | $8.6B | 0.55% | |
| 48 | STRLSTERLING INFRASTRUCTURE INC | 26,755 | $8.2B | 0.52% | |
| 49 | CNPCENTERPOINT ENERGY INC | 207,033 | $7.9B | 0.51% | |
| 50 | AWGASBURY AUTOMOTIVE GROUP INC | 34,082 | $7.9B | 0.51% | |
| 51 | OCOWENS CORNING NEW | 67,790 | $7.6B | 0.48% | |
| 52 | OKLOOKLO INC | 103,643 | $7.4B | 0.47% | |
| 53 | RALRALLIANT CORP | 141,390 | $7.2B | 0.46% | |
| 54 | EMREMERSON ELEC CO | 51,325 | $6.8B | 0.43% | |
| 55 | GLNGGOLAR LNG LTD | 176,977 | $6.6B | 0.42% | |
| 56 | GPORGULFPORT ENERGY CORP | 28,977 | $6.0B | 0.38% | |
| 57 | OSKOSHKOSH CORP | 46,336 | $5.8B | 0.37% | |
| 58 | ARECAMERICAN RES CORP | 2,318,401 | $5.7B | 0.37% | |
| 59 | WBIWATERBRIDGE INFRASTRUCTURE L | 284,689 | $5.7B | 0.36% | |
| 60 | ARANTERO RESOURCES CORP | 162,709 | $5.6B | 0.36% | |
| 61 | PCARPACCAR INC | 50,758 | $5.6B | 0.35% | |
| 62 | EEEXCELERATE ENERGY INC | 191,930 | $5.4B | 0.34% | |
| 63 | TTITETRA TECHNOLOGIES INC DEL | 571,133 | $5.4B | 0.34% | |
| 64 | HYLNHYLIION HOLDINGS CORP | 2,827,742 | $5.2B | 0.33% | |
| 65 | AIRJWAIRJOULE TECHNOLOGIES CORP | 6,108,275 | $5.2B | 0.33% | |
| 66 | CDECOEUR MNG INC | 274,671 | $4.9B | 0.31% | |
| 67 | EVGOEVGO INC | 1,624,427 | $4.7B | 0.30% | |
| 68 | USARUSA RARE EARTH INC | 368,918 | $4.4B | 0.28% | |
| 69 | UEOWESTLAKE CORPORATION | 52,153 | $3.9B | 0.25% | |
| 70 | IDRIDAHO STRATEGIC RESOURCES | 91,930 | $3.7B | 0.24% | |
| 71 | EXEEXPAND ENERGY CORPORATION | 33,056 | $3.6B | 0.23% | |
| 72 | NVTNVENT ELECTRIC PLC | 34,309 | $3.5B | 0.22% | |
| 73 | AESAES CORP | 241,451 | $3.5B | 0.22% | |
| 74 | MTZMASTEC INC | 15,864 | $3.4B | 0.22% | |
| 75 | —NIOCORP DEVS LTD | 634,906 | $3.4B | 0.21% | |
| 76 | GEVGE VERNOVA INC | 5,000 | $3.3B | 0.21% | |
| 77 | TELTE CONNECTIVITY PLC | 14,068 | $3.2B | 0.20% | |
| 78 | SOLSSOLSTICE ADVANCED MATLS INC | 64,536 | $3.1B | 0.20% | |
| 79 | SMSM ENERGY CO | 166,923 | $3.1B | 0.20% | |
| 80 | OLNOLIN CORP | 146,381 | $3.0B | 0.19% | |
| 81 | NVDANVIDIA CORPORATION | 15,673 | $2.9B | 0.19% | |
| 82 | UREUR-ENERGY INC | 2,065,501 | $2.9B | 0.18% | |
| 83 | MODMODINE MFG CO | 21,086 | $2.8B | 0.18% | |
| 84 | COPXGLOBAL X FDS | 38,231 | $2.7B | 0.18% | |
| 85 | WRDWERIDE INC | 313,879 | $2.7B | 0.17% | |
| 86 | EVEXEVE HLDG INC | 619,277 | $2.5B | 0.16% | |
| 87 | ASPIASP ISOTOPES INC | 449,883 | $2.4B | 0.15% | |
| 88 | LBLANDBRIDGE COMPANY LLC | 47,105 | $2.3B | 0.15% | |
| 89 | SPYSPDR S&P 500 ETF TR | 3,000 | $2.0B | 0.13% | |
| 90 | MBLYMOBILEYE GLOBAL INC | 195,028 | $2.0B | 0.13% | |
| 91 | TSLATESLA INC | 4,479 | $2.0B | 0.13% | |
| 92 | NSPINSPERITY INC | 51,451 | $2.0B | 0.13% | |
| 93 | LYFTLYFT INC | 96,631 | $1.9B | 0.12% | |
| 94 | BKHBLACK HILLS CORP | 25,000 | $1.7B | 0.11% | |
| 95 | NPWRNET POWER INC | 749,091 | $1.7B | 0.11% | |
| 96 | APHAMPHENOL CORP NEW | 11,790 | $1.6B | 0.10% | |
| 97 | APTVAPTIV PLC | 16,797 | $1.3B | 0.08% | |
| 98 | AQN.TOALGONQUIN PWR UTILS CORP | 200,000 | $1.2B | 0.08% | |
| 99 | GNTXGENTEX CORP | 50,186 | $1.2B | 0.07% | |
| 100 | STSENSATA TECHNOLOGIES HLDG PL | 33,367 | $1.1B | 0.07% |
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