HITE Hedge Asset Management

HITE Hedge Asset Management as of March 31, 2026

Portfolio Holdings for HITE Hedge Asset Management

HITE Hedge Asset Management holds 126 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Portland Gen Elec Com New (POR) 8.0 $142M 2.7M 52.77
Tamboran Res Corp (TBN) 5.9 $104M 2.1M 49.99
Xcel Energy (XEL) 5.2 $92M 1.2M 79.44
Entergy Corporation (ETR) 4.8 $86M 763k 112.36
DTE Energy Company (DTE) 4.2 $75M 511k 146.22
Cabot Oil & Gas Corporation (CTRA) 3.7 $66M 1.9M 35.14
Ameren Corporation (AEE) 2.6 $46M 422k 109.92
Diamondback Energy (FANG) 2.5 $44M 220k 197.79
American Electric Power Company (AEP) 2.4 $43M 326k 131.08
NiSource (NI) 2.3 $41M 877k 46.66
Evergy (EVRG) 2.2 $39M 481k 81.92
Chesapeake Energy Corp (EXE) 2.2 $39M 351k 109.78
Chord Energy Corporation Com New (CHRD) 2.1 $37M 260k 142.18
Adient Ord Shs (ADNT) 2.0 $36M 1.8M 20.21
Alliant Energy Corporation (LNT) 1.8 $32M 450k 71.76
MDU Resources (MDU) 1.8 $32M 1.6M 20.72
Gulfport Energy Corp Common Shares (GPOR) 1.8 $31M 148k 211.57
Viper Energy Cl A 1.7 $30M 628k 46.99
Forgent Power Solutions Com Shs Cl A (FPS) 1.6 $29M 975k 29.27
Consolidated Edison (ED) 1.6 $28M 250k 113.18
Williams Companies (WMB) 1.6 $28M 385k 72.78
Beta Technologies Com Shs Cl A (BETA) 1.6 $28M 1.9M 14.70
Ford Motor Company (F) 1.6 $28M 2.4M 11.54
Bkv Corp (BKV) 1.4 $24M 856k 28.52
Rice Acquisition Corp 3 Ord Shs Cl A (KRSP) 1.3 $24M 2.3M 10.31
Kinetik Holdings Com New Cl A (KNTK) 1.3 $22M 461k 48.41
FirstEnergy (FE) 1.1 $20M 385k 50.66
Amphenol Corp Cl A (APH) 1.0 $19M 147k 126.35
Suncor Energy (SU) 1.0 $18M 271k 66.11
Excelerate Energy Cl A Com (EE) 1.0 $18M 528k 33.42
Antero Midstream Corp antero midstream (AM) 1.0 $17M 765k 22.80
International Flavors & Fragrances (IFF) 0.9 $17M 230k 72.55
PPL Corporation (PPL) 0.9 $15M 394k 38.20
Core & Main Cl A (CNM) 0.8 $15M 304k 49.40
Automatic Data Processing (ADP) 0.8 $14M 71k 203.18
Asbury Automotive (ABG) 0.7 $13M 67k 195.41
Ypf Sociedad Anonima Spon Adr Cl D (YPF) 0.7 $13M 277k 46.22
Murphy Oil Corporation (MUR) 0.7 $12M 302k 41.25
Crescent Energy Company Cl A Com (CRGY) 0.7 $12M 875k 13.50
Sable Offshore Corp Com Shs (SOC) 0.7 $12M 714k 16.52
Ralliant Corp (RAL) 0.6 $11M 274k 41.59
Group 1 Automotive (GPI) 0.6 $11M 34k 330.63
General Motors Company (GM) 0.6 $11M 147k 74.50
Baytex Energy Corp (BTE) 0.6 $10M 2.3M 4.47
Permian Resources Corp Class A Com (PR) 0.6 $10M 484k 21.32
Ishares Tr Msci China Etf (MCHI) 0.6 $10M 182k 56.18
Vistra Energy (VST) 0.6 $10M 68k 150.33
Targa Res Corp (TRGP) 0.6 $10M 40k 250.73
Cenovus Energy (CVE) 0.6 $10M 380k 26.53
Valero Energy Corporation (VLO) 0.6 $9.8M 40k 247.08
Idaho Strategic Resources Com New (IDR) 0.5 $9.5M 297k 32.12
Nrg Energy Com New (NRG) 0.5 $9.5M 65k 146.14
Dana Holding Corporation (DAN) 0.5 $8.8M 261k 33.65
Liberty Energy Com Cl A (LBRT) 0.5 $8.6M 298k 28.80
CarMax (KMX) 0.5 $8.5M 203k 41.58
Stellantis SHS (STLA) 0.4 $7.8M 1.1M 7.09
Black Hills Corporation (BKH) 0.4 $7.5M 109k 69.41
American Axle & Manufact. Holdings (DCH) 0.4 $7.4M 1.2M 5.93
National Energy Services Reu SHS (NESR) 0.4 $6.3M 293k 21.47
Flowserve Corporation (FLS) 0.4 $6.2M 85k 73.51
Arko Pete Corp Cl A Com (APC) 0.3 $5.4M 300k 17.89
Toyota Motor Corp Ads (TM) 0.3 $5.2M 25k 206.09
Dupont De Nemours 0.3 $5.2M 114k 45.80
KAR Auction Services (OPLN) 0.3 $5.2M 177k 29.15
Oklo Com Cl A (OKLO) 0.3 $5.1M 104k 49.59
Hyliion Holdings Corp Common Stock (HYLN) 0.3 $5.0M 2.8M 1.76
TETRA Technologies (TTI) 0.3 $4.9M 571k 8.52
Pbf Energy Cl A (PBF) 0.3 $4.8M 101k 47.62
Evgo Cl A Com (EVGO) 0.3 $4.6M 2.7M 1.72
Net Power Com Cl A (NPWR) 0.2 $4.3M 2.8M 1.56
Constellation Energy (CEG) 0.2 $4.2M 15k 279.25
Sunococorp Com Shs Llc (SUNC) 0.2 $4.1M 67k 61.65
Sensata Technologies Hldg Pl SHS (ST) 0.2 $4.1M 116k 35.22
Niocorp Devs Com New (NB) 0.2 $4.0M 903k 4.46
Encana Corporation (OVV) 0.2 $4.0M 67k 59.36
Sterling Construction Company (STRL) 0.2 $3.9M 9.7k 407.27
Hf Sinclair Corp (DINO) 0.2 $3.7M 60k 62.39
AutoNation (AN) 0.2 $3.7M 19k 195.26
Autoliv (ALV) 0.2 $3.6M 35k 105.16
Airjoule Technologies Corp *w Exp 03/15/202 (AIRJW) 0.2 $3.4M 6.1M 0.56
ConocoPhillips (COP) 0.2 $3.3M 25k 132.00
SM Energy (SM) 0.2 $3.1M 100k 31.18
Fabrinet SHS (FN) 0.2 $2.9M 5.6k 521.52
United States Antimony (UAMY) 0.2 $2.9M 334k 8.73
PPG Industries (PPG) 0.2 $2.7M 25k 106.88
Old Dominion Freight Line (ODFL) 0.1 $2.6M 13k 195.40
Te Connectivity Ord Shs (TEL) 0.1 $2.2M 10k 209.02
Weride Sponsored Ads (WRD) 0.1 $2.1M 259k 8.09
Tesla Motors (TSLA) 0.1 $2.1M 5.6k 371.75
Nxp Semiconductors N V (NXPI) 0.1 $2.1M 11k 196.86
Range Resources (RRC) 0.1 $2.0M 45k 45.18
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $2.0M 3.0k 650.34
Algonquin Power & Utilities equs (AQN) 0.1 $1.8M 300k 6.14
American Res Corp Cl A (AREC) 0.1 $1.8M 736k 2.42
Gentex Corporation (GNTX) 0.1 $1.8M 81k 21.85
Rivian Automotive Com Cl A (RIVN) 0.1 $1.6M 104k 15.05
Phinia Common Stock (PHIN) 0.1 $1.6M 23k 68.44
Innoviz Technologies SHS (INVZ) 0.1 $1.5M 2.4M 0.63
Mp Materials Corp Com Cl A (MP) 0.1 $1.5M 31k 48.26
Delek Us Holdings (DK) 0.1 $1.5M 33k 45.07
Asp Isotopes (ASPI) 0.1 $1.4M 326k 4.42
Terrestrial Energy Com Shs (IMSR) 0.1 $1.4M 240k 6.00
Atmus Filtration Technologies Ord (ATMU) 0.1 $1.0M 18k 56.77
Ferrari Nv Ord (RACE) 0.1 $1.0M 3.0k 338.45
Cartesian Growth Corp Iii Com Cl A 0.1 $1.0M 100k 10.26
Spring Vy Acquisition Corp I Shs Cl A (SVAC) 0.1 $1.0M 100k 10.16
Rivian Automotive Note 3.625%10/1 (Principal) 0.1 $931k 971k 0.96
Hesai Group Sponsored Ads (HSAI) 0.0 $858k 45k 19.12
Ally Financial (ALLY) 0.0 $844k 22k 39.23
Elevra Lithium Sponsored Ads (ELVR) 0.0 $717k 12k 58.90
Versigent Ordinary Shares (VGNT) 0.0 $652k 21k 31.85
Amprius Technologies Common Stock (AMPX) 0.0 $595k 35k 16.86
EQT Corporation (EQT) 0.0 $581k 9.1k 63.64
Aptiv Com Shs (APTV) 0.0 $519k 7.5k 69.44
Aurora Innovation Class A Com (AUR) 0.0 $493k 120k 4.12
Insperity (NSP) 0.0 $462k 17k 27.04
Transalta Corp (TAC) 0.0 $455k 35k 13.15
America's Car-Mart (CRMT) 0.0 $395k 31k 12.73
Rice Acquisition Corp 3 *w Exp 99/99/999 (KRSP.WS) 0.0 $307k 383k 0.80
O'reilly Automotive (ORLY) 0.0 $306k 3.3k 92.31
CenterPoint Energy (CNP) 0.0 $304k 7.0k 43.16
Ses Ai Corporation Cl A Com (SES) 0.0 $295k 306k 0.96
Eve Holding Ord (EVEX) 0.0 $284k 115k 2.48
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.0 $282k 3.0k 93.87
RPC (RES) 0.0 $262k 37k 7.08
Astera Labs (ALAB) 0.0 $219k 2.0k 109.60