HITE Hedge Asset Management LLC

13F filer · CIK 0001568939

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$1.83BU.S. long equity reported on 13F

Positions12245 new · 46 closed

Net flow last quarter+$57MBuys minus sells

Top 10 positions weight44.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026122 positions
PORPortland General Electric Co	$111M	6.06%	1.84%	-20.7%	Q2 2020
ETREntergy Corp	$99.4M	5.45%	0.19%	+13.5%	Q2 2020
TBNTamboran Resources Corp	$93.7M	5.13%	10.18%	+38.8%	Q2 2024
DVNDevon Energy Corp	$93.1M	5.10%	0.36%	Not reported	Q2 2020
DTEDte Energy Co	$87.8M	4.81%	0.28%	+12.7%	Q2 2020
XELXcel Energy Inc	$85.2M	4.66%	0.17%	-8.6%	Q1 2021
GPORGulfport Energy Corp	$68.5M	3.75%	2.28%	+172.2%	Q2 2019
MDUMdu Resources Group Inc	$66.5M	3.64%	1.50%	+102.4%	Q1 2021
AEPAmerican Electric Power Co Inc	$51.5M	2.82%	0.07%	+15.3%	Q4 2025
PPLPPL Corp	$50.6M	2.77%	0.19%	+253.1%	Q4 2020
SUSuncor Energy Inc	$48.2M	2.64%	0.08%	+231.8%	Q3 2019
AEEAmeren Corp	$47.1M	2.58%	0.15%	-1.4%	Q4 2020
VNOMViper Energy, Inc.	$46.1M	2.52%	Not reported	+73.0%	Q1 2016
LNTAlliant Energy Corp	$41.6M	2.28%	0.21%	+21.3%	Q4 2020
NINisource Inc.	$39.9M	2.19%	0.18%	-4.3%	Q1 2015
ADNTAdient plc	$39.9M	2.18%	2.82%	+20.8%	Q2 2023
CHRDChord Energy Corp	$35.7M	1.95%	0.57%	+20.1%	Q3 2021
EVRGEvergy, Inc.	$34M	1.86%	0.17%	-18.2%	Q4 2020
GLNGGolar LNG Ltd	$33.1M	1.81%	0.65%	Not reported	Q2 2014
BETABETA Technologies, Inc.	$31.7M	1.74%	5.04%	-0.3%	Q4 2025
PNWPinnacle West Capital Corp	$26.7M	1.46%	0.21%	Not reported	Q2 2022
VGNTVersigent PLC	$26.3M	1.44%	0.88%	+2960.5%	Q1 2026
EDConsolidated Edison Inc	$25.8M	1.41%	0.06%	-6.7%	Q1 2020
WMBWilliams Companies, Inc.	$25.7M	1.40%	0.03%	-10.4%	Q2 2013
BKVBKV Corp	$24.8M	1.36%	0.83%	+5.9%	Q3 2024
GMGeneral Motors Co	$24.6M	1.35%	0.04%	+117.5%	Q1 2023
KRSPRice Acquisition Corp 3	$24.2M	1.32%	Not reported	Not reported	Q4 2025
EXEEXPAND ENERGY Corp	$21.4M	1.17%	0.10%	-33.3%	Q1 2021
DANDANA Inc	$18.1M	0.99%	0.62%	+155.8%	Q1 2023
ENPHEnphase Energy, Inc.	$16.6M	0.91%	0.25%	Not reported	Q1 2023
CNMCore & Main, Inc.	$13.1M	0.71%	Not reported	-10.9%	Q1 2026
DCHDauch Corp	$11.6M	0.64%	0.90%	+71.7%	Q4 2022
SPCXSpace Exploration Technologies Corp	$11.2M	0.61%	Not reported	New	Q2 2026
NRGNRG Energy, Inc.	$11M	0.60%	0.04%	+15.5%	Q1 2020
WMSAdvanced Drainage Systems, Inc.	$9.49M	0.52%	0.08%	New	Q2 2026
CVXChevron Corp	$9.48M	0.52%	0.00%	Not reported	Q4 2018
NTRNutrien Ltd.	$9.29M	0.51%	0.03%	Not reported	Q3 2022
KGSKodiak Gas Services, Inc.	$9.25M	0.51%	0.12%	Not reported	Q2 2023
CMICummins Inc	$9.19M	0.50%	0.01%	New	Q2 2026
SOBOSouth Bow Corp	$8.99M	0.49%	0.12%	Not reported	Q4 2024
IFFInternational Flavors & Fragrances Inc	$8.86M	0.48%	0.04%	-51.3%	Q2 2023
CARRCARRIER GLOBAL Corp	$8.83M	0.48%	0.01%	Not reported	Q1 2024
UAMYUnited States Antimony Corp	$8.76M	0.48%	0.80%	+261.7%	Q1 2026
PRPermian Resources Corp	$8.43M	0.46%	0.05%	-5.5%	Q1 2023
BKHBlack Hills Corp	$8.07M	0.44%	0.14%	Not reported	Q4 2025
CNPCenterpoint Energy Inc	$7.97M	0.44%	0.03%	+2474.6%	Q4 2020
SOCSable Offshore Corp.	$7.87M	0.43%	1.65%	+257.7%	Q1 2026
COPConocophillips	$7.73M	0.42%	0.01%	+199.3%	Q2 2019
HYLNHyliion Holdings Corp.	$7.29M	0.40%	0.78%	-50.5%	Q2 2024
PSXPhillips 66	$7.29M	0.40%	0.01%	Not reported	Q4 2020

Q1 2026Reported May 15, 2026123 positions
PORPortland General Electric Co	$142M	8.01%	2.33%	+1.4%	Q2 2020
TBNTamboran Resources Corp	$104M	5.86%	9.16%	+2.0%	Q2 2024
XELXcel Energy Inc	$92.2M	5.20%	0.19%	-30.5%	Q1 2021
ETREntergy Corp	$85.7M	4.84%	0.17%	-28.2%	Q2 2020
DTEDte Energy Co	$74.8M	4.22%	0.25%	+8.5%	Q2 2020
CTRACentra Software Inc	$65.6M	3.70%	Not reported	+55.2%	Q3 2019
AEEAmeren Corp	$46.4M	2.62%	0.15%	-24.3%	Q4 2020
FANGDiamondback Energy, Inc.	$43.5M	2.45%	0.08%	Not reported	Q1 2019
AEPAmerican Electric Power Co Inc	$42.8M	2.41%	0.06%	+17.5%	Q4 2025
NINisource Inc.	$40.9M	2.31%	0.18%	-38.2%	Q1 2015
EVRGEvergy, Inc.	$39.4M	2.22%	0.21%	-18.0%	Q4 2020
EXEEXPAND ENERGY Corp	$38.6M	2.18%	0.15%	+963.0%	Q1 2021
CHRDChord Energy Corp	$37M	2.09%	0.46%	+5.3%	Q3 2021
ADNTAdient plc	$36.3M	2.05%	2.29%	-6.6%	Q2 2023
LNTAlliant Energy Corp	$32.3M	1.82%	0.17%	-10.2%	Q4 2020
MDUMdu Resources Group Inc	$32.1M	1.81%	0.76%	+124.6%	Q1 2021
GPORGulfport Energy Corp	$31.4M	1.77%	0.82%	+411.5%	Q2 2019
VNOMViper Energy, Inc.	$29.5M	1.67%	Not reported	-13.5%	Q1 2016
FPSForgent Power Solutions, Inc.	$28.5M	1.61%	Not reported	New	Q1 2026
EDConsolidated Edison Inc	$28.3M	1.60%	0.07%	Not reported	Q1 2020
WMBWilliams Companies, Inc.	$28M	1.58%	0.03%	Not reported	Q2 2013
BETABETA Technologies, Inc.	$27.9M	1.58%	5.05%	+209.8%	Q4 2025
FFord Motor Co	$27.5M	1.55%	0.06%	+64.1%	Q3 2023
BKVBKV Corp	$24.4M	1.38%	0.78%	-14.5%	Q3 2024
KRSPRice Acquisition Corp 3	$23.7M	1.34%	Not reported	Not reported	Q4 2025
KNTKKinetik Holdings Inc.	$22.3M	1.26%	0.35%	Not reported	Q1 2022
FEFirstenergy Corp	$19.5M	1.10%	0.07%	+15.0%	Q1 2021
APHAmphenol Corp	$18.6M	1.05%	0.01%	+1145.7%	Q4 2024
SUSuncor Energy Inc	$17.9M	1.01%	0.02%	-61.3%	Q3 2019
EEExcelerate Energy, Inc.	$17.6M	1.00%	Not reported	+175.1%	Q3 2025
AMAntero Midstream Corp	$17.4M	0.98%	0.16%	Not reported	Q4 2014
IFFInternational Flavors & Fragrances Inc	$16.7M	0.94%	0.09%	+50.4%	Q2 2023
PPLPPL Corp	$15.1M	0.85%	0.05%	Not reported	Q4 2020
CNMCore & Main, Inc.	$15M	0.85%	Not reported	New	Q1 2026
ADPAutomatic Data Processing Inc	$14.3M	0.81%	0.02%	Not reported	Q2 2013
ABGAsbury Automotive Group Inc	$13M	0.74%	0.35%	+95.9%	Q3 2023
YPFYpf Sociedad Anonima	$12.8M	0.72%	0.07%	New	Q1 2026
MURMurphy Oil Corp	$12.4M	0.70%	0.21%	Not reported	Q2 2019
CRGYCrescent Energy Co	$11.8M	0.67%	0.27%	-67.3%	Q1 2025
SOCSable Offshore Corp.	$11.8M	0.67%	0.48%	New	Q1 2026
RALRalliant Corp	$11.4M	0.64%	0.25%	+94.0%	Q3 2025
GPIGroup 1 Automotive Inc	$11.2M	0.63%	0.28%	-4.3%	Q3 2023
GMGeneral Motors Co	$10.9M	0.62%	0.02%	-19.7%	Q1 2023
BTEBaytex Energy Corp.	$10.4M	0.59%	0.30%	-29.7%	Q4 2025
PRPermian Resources Corp	$10.3M	0.58%	0.06%	Not reported	Q1 2023
VSTVistra Corp.	$10.2M	0.58%	0.02%	Not reported	Q3 2025
TRGPTarga Resources Corp.	$10.1M	0.57%	0.02%	Not reported	Q2 2013
CVECenovus Energy Inc.	$10.1M	0.57%	0.02%	Not reported	Q1 2021
VLOValero Energy Corp	$9.83M	0.55%	0.01%	Not reported	Q2 2019
IDRIdaho Strategic Resources, Inc.	$9.54M	0.54%	1.88%	+223.2%	Q4 2025

Q4 2025Reported Feb 13, 2026116 positions
PORPortland General Electric Co	$127M	8.13%	2.30%	+27.7%	Q2 2020
XELXcel Energy Inc	$123M	7.86%	0.27%	+42.7%	Q1 2021
ETREntergy Corp	$98.2M	6.27%	0.24%	-2.7%	Q2 2020
DTEDte Energy Co	$60.8M	3.88%	0.23%	-47.9%	Q2 2020
NINisource Inc.	$59.3M	3.78%	0.30%	-14.7%	Q1 2015
AEEAmeren Corp	$55.7M	3.55%	0.20%	-22.0%	Q4 2020
TBNTamboran Resources Corp	$55.5M	3.54%	9.65%	+17.2%	Q2 2024
EQTEQT Corp	$44.2M	2.82%	0.13%	+239.8%	Q2 2017
EVRGEvergy, Inc.	$42.5M	2.71%	0.25%	-23.6%	Q4 2020
ADNTAdient plc	$36.9M	2.35%	2.46%	-2.9%	Q2 2023
LNTAlliant Energy Corp	$32.5M	2.08%	0.19%	+22.2%	Q4 2020
AEPAmerican Electric Power Co Inc	$32M	2.04%	0.05%	New	Q4 2025
MGYMagnolia Oil & Gas Corp	$31.8M	2.03%	Not reported	+661.5%	Q1 2019
CTRACentra Software Inc	$31.7M	2.02%	Not reported	-49.1%	Q3 2019
OVVOvintiv Inc.	$31.2M	1.99%	0.31%	Not reported	Q2 2020
SUSuncor Energy Inc	$31M	1.98%	0.06%	+78.7%	Q3 2019
VNOMViper Energy, Inc.	$28.1M	1.79%	Not reported	-56.3%	Q1 2016
BKVBKV Corp	$27.2M	1.73%	1.03%	+11.5%	Q3 2024
KRSPRice Acquisition Corp 3	$23.6M	1.50%	Not reported	New	Q4 2025
CHRDChord Energy Corp	$22.9M	1.46%	0.44%	-57.1%	Q3 2021
CRGYCrescent Energy Co	$22.5M	1.43%	1.05%	-15.1%	Q1 2025
FFord Motor Co	$19.1M	1.22%	0.04%	Not reported	Q3 2023
ESEversource Energy	$18.9M	1.20%	0.07%	New	Q4 2025
QQnity Electronics, Inc.	$17.7M	1.13%	0.10%	+624.6%	Q4 2025
BETABETA Technologies, Inc.	$17.3M	1.10%	1.63%	New	Q4 2025
PHINPhinia Inc.	$15.1M	0.96%	0.64%	-13.1%	Q3 2023
FEFirstenergy Corp	$15M	0.96%	0.06%	-1.4%	Q1 2021
GMGeneral Motors Co	$14.8M	0.95%	0.02%	-52.2%	Q1 2023
NESRNational Energy Services Reunited Corp.	$14.4M	0.92%	0.91%	+43.7%	Q2 2019
GPIGroup 1 Automotive Inc	$13.9M	0.88%	0.28%	-5.5%	Q3 2023
PPLPPL Corp	$13.8M	0.88%	0.05%	-62.7%	Q4 2020
DANDANA Inc	$13.6M	0.86%	0.51%	+56.2%	Q1 2023
MDUMdu Resources Group Inc	$13.5M	0.86%	0.34%	Not reported	Q1 2021
MPMP Materials Corp. / DE	$13.3M	0.85%	0.15%	+8.7%	Q4 2024
TMToyota Motor Corp/	$10.8M	0.69%	0.00%	-55.5%	Q2 2021
BTEBaytex Energy Corp.	$10.7M	0.68%	0.43%	New	Q4 2025
OKEOneok Inc	$10.6M	0.67%	0.02%	Not reported	Q2 2013
IFFInternational Flavors & Fragrances Inc	$10.3M	0.66%	0.06%	Not reported	Q2 2023
DINOHF Sinclair Corp	$10.1M	0.65%	0.12%	+19.0%	Q2 2022
FDXFedex Corp	$9.83M	0.63%	0.01%	Not reported	Q1 2023
DCHDauch Corp	$9.44M	0.60%	1.24%	-40.6%	Q4 2022
CVXChevron Corp	$9.14M	0.58%	0.00%	-15.8%	Q4 2018
COPConocophillips	$8.97M	0.57%	0.01%	-83.0%	Q2 2019
UTLUnitil Corp	$8.83M	0.56%	1.02%	+4.6%	Q3 2025
STLAStellantis N.V.	$8.68M	0.55%	0.03%	+72.9%	Q1 2022
KGSKodiak Gas Services, Inc.	$8.64M	0.55%	0.27%	-14.8%	Q2 2023
ITRIItron, Inc.	$8.57M	0.55%	0.21%	New	Q4 2025
STRLSterling Infrastructure, Inc.	$8.19M	0.52%	0.09%	New	Q4 2025
CNPCenterpoint Energy Inc	$7.94M	0.51%	0.03%	-87.4%	Q4 2020
ABGAsbury Automotive Group Inc	$7.93M	0.51%	0.18%	+143.2%	Q3 2023

Q3 2025Reported Nov 13, 2025112 positions
DTEDte Energy Co	$128M	6.94%	0.44%	-12.6%	Q2 2020
ETREntergy Corp	$102M	5.52%	0.24%	+89.2%	Q2 2020
XELXcel Energy Inc	$94.3M	5.12%	0.20%	+41.3%	Q1 2021
PORPortland General Electric Co	$91.5M	4.96%	1.88%	-2.6%	Q2 2020
AEEAmeren Corp	$74.6M	4.05%	0.26%	+8.3%	Q4 2020
NINisource Inc.	$72.1M	3.91%	0.35%	+94.5%	Q1 2015
CNPCenterpoint Energy Inc	$63.9M	3.47%	0.25%	+19.4%	Q4 2020
VNOMViper Energy, Inc.	$63.5M	3.45%	Not reported	+452.4%	Q1 2016
EVRGEvergy, Inc.	$58.3M	3.16%	0.33%	-23.5%	Q4 2020
CHRDChord Energy Corp	$57.2M	3.10%	1.01%	+8.1%	Q3 2021
CTRACentra Software Inc	$55.9M	3.03%	Not reported	+308.9%	Q3 2019
COPConocophillips	$53.3M	2.89%	0.05%	-31.3%	Q2 2019
ADNTAdient plc	$47.7M	2.59%	2.50%	-17.3%	Q2 2023
TBNTamboran Resources Corp	$47.6M	2.58%	9.75%	+44.0%	Q2 2024
GPORGulfport Energy Corp	$45.2M	2.45%	1.28%	+47.3%	Q2 2019
LADLithia Motors Inc	$41.2M	2.23%	0.53%	-25.4%	Q2 2024
PPLPPL Corp	$39.3M	2.13%	0.14%	Not reported	Q4 2020
CRGYCrescent Energy Co	$28.1M	1.53%	1.24%	-22.8%	Q1 2025
LNTAlliant Energy Corp	$27.6M	1.50%	0.16%	-5.3%	Q4 2020
ARANTERO RESOURCES Corp	$25.3M	1.37%	0.24%	-33.1%	Q2 2017
APTVAptiv PLC	$23.7M	1.29%	0.13%	-22.7%	Q4 2021
GMGeneral Motors Co	$23.3M	1.26%	0.04%	-22.4%	Q1 2023
KEXKirby Corp	$22.8M	1.24%	0.49%	+277.1%	Q2 2020
TMToyota Motor Corp/	$21.7M	1.18%	0.00%	-40.3%	Q2 2021
BKVBKV Corp	$20.8M	1.13%	1.00%	+23.6%	Q3 2024
AROCArchrock, Inc.	$19.6M	1.06%	0.42%	Not reported	Q2 2016
OKLOOklo Inc.	$16.6M	0.90%	0.10%	-11.0%	Q3 2023
SUSuncor Energy Inc	$16.3M	0.89%	0.03%	Not reported	Q3 2019
GPIGroup 1 Automotive Inc	$16.3M	0.89%	0.29%	+111.5%	Q3 2023
MPMP Materials Corp. / DE	$16.2M	0.88%	0.14%	+103.2%	Q4 2024
PHINPhinia Inc.	$16M	0.87%	0.71%	-38.3%	Q3 2023
FEFirstenergy Corp	$15.5M	0.84%	0.06%	Not reported	Q1 2021
DCHDauch Corp	$14.9M	0.81%	2.09%	+21.8%	Q4 2022
EVGOEVgo Inc.	$13.9M	0.76%	1113.94%	+13.8%	Q3 2021
FANGDiamondback Energy, Inc.	$13.4M	0.72%	0.03%	+105.4%	Q1 2019
EQTEQT Corp	$13.2M	0.72%	0.04%	-8.9%	Q2 2017
VSTVistra Corp.	$11.7M	0.64%	0.02%	New	Q3 2025
ESIElement Solutions Inc	$11.1M	0.60%	0.18%	+0.1%	Q4 2024
CVXChevron Corp	$11.1M	0.60%	0.00%	-17.8%	Q4 2018
PPGPPG Industries Inc	$10.8M	0.59%	0.05%	+17.1%	Q3 2023
RALRalliant Corp	$10.4M	0.56%	0.21%	New	Q3 2025
KGSKodiak Gas Services, Inc.	$10M	0.54%	0.31%	-49.3%	Q2 2023
NBNiocorp Developments Ltd	$9.77M	0.53%	1.45%	New	Q3 2025
DINOHF Sinclair Corp	$9.67M	0.52%	0.10%	+128.6%	Q2 2022
LINLinde PLC	$9.34M	0.51%	0.00%	Not reported	Q3 2022
CATCaterpillar Inc	$8.74M	0.47%	0.00%	-39.6%	Q1 2020
NXPINXP Semiconductors N.V.	$8.58M	0.47%	0.01%	+38.0%	Q2 2022
PAGPenske Automotive Group, Inc.	$8.55M	0.46%	0.07%	+56.9%	Q1 2025
UTLUnitil Corp	$8.34M	0.45%	0.97%	New	Q3 2025
AXTAAxalta Coating Systems Ltd.	$7.93M	0.43%	0.13%	Not reported	Q4 2019

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