HITE Hedge Asset Management LLC
Q2 2026 13F filing
Updated 27 days ago125 disclosed positions worth $1.8B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | P POR PORTLAND GEN ELEC CO | $110.6M | 2.13M | 6.06% | — |
| 2 | E ETR ENTERGY CORP NEW | $99.4M | 865.8K | 5.45% | — |
| 3 | T TBNRL TAMBORAN RES CORP | $93.7M | 2.88M | 5.13% | — |
| 4 | D DVN DEVON ENERGY CORP NEW | $93.1M | 2.25M | 5.10% | — |
| 5 | D DTB DTE ENERGY CO | $87.8M | 576.3K | 4.81% | — |
| 6 | X XELLL XCEL ENERGY INC | $85.2M | 1.06M | 4.66% | — |
| 7 | G GPOR GULFPORT ENERGY CORP | $68.5M | 403.4K | 3.75% | — |
| 8 | M MDU MDU RES GROUP INC | $66.5M | 3.14M | 3.64% | — |
| 9 | A AEP AMERICAN ELEC PWR CO INC | $51.5M | 376.4K | 2.82% | — |
| 10 | P PPLC PPL CORP | $50.6M | 1.39M | 2.77% | — |
| 11 | S SU SUNCOR ENERGY INC NEW | $48.2M | 898.1K | 2.64% | — |
| 12 | A AEE AMEREN CORP | $47.1M | 416.3K | 2.58% | — |
| 13 | V VNOM VIPER ENERGY INC | $46.1M | 1.09M | 2.52% | — |
| 14 | L LNT ALLIANT ENERGY CORP | $41.6M | 545.2K | 2.28% | — |
| 15 | N NI NISOURCE INC | $39.9M | 839.9K | 2.19% | — |
| 16 | A ADNT ADIENT PLC | $39.9M | 2.17M | 2.18% | — |
| 17 | C CHRD CHORD ENERGY CORPORATION | $35.7M | 312.3K | 1.95% | — |
| 18 | E EVRG EVERGY INC | $34M | 393.5K | 1.86% | — |
| 19 | G GLNG GOLAR LNG LTD | $33.1M | 663.4K | 1.81% | — |
| 20 | ? N/A BETA TECHNOLOGIES INC | $31.7M | 1.89M | 1.74% | — |
| 21 | P PNW PINNACLE WEST CAP CORP | $26.7M | 250.0K | 1.46% | — |
| 22 | V VGNT VERSIGENT PLC | $26.3M | 626.1K | 1.44% | — |
| 23 | E ED CONSOLIDATED EDISON INC | $25.8M | 233.4K | 1.41% | — |
| 24 | F FBTC WILLIAMS COS INC | $25.7M | 345.1K | 1.40% | — |
| 25 | B BKV BKV CORP | $24.8M | 905.5K | 1.36% | — |
| 26 | G GM GENERAL MTRS CO | $24.6M | 318.7K | 1.35% | — |
| 27 | K KRSP-UN RICE ACQUISITION CORP 3 | $24.2M | 2.30M | 1.32% | — |
| 28 | E EXE EXPAND ENERGY CORPORATION | $21.4M | 234.6K | 1.17% | — |
| 29 | D DAN DANA INC | $18.1M | 666.7K | 0.99% | — |
| 30 | E ENPH ENPHASE ENERGY INC | $16.6M | 336.5K | 0.91% | — |
| 31 | C CNM CORE & MAIN INC | $13.1M | 270.6K | 0.71% | — |
| 32 | D DCH DAUCH CORP | $11.6M | 2.14M | 0.64% | — |
| 33 | S SPCX SPACE EXPLORATION TECHN CORP | $11.2M | 65.5K | 0.61% | — |
| 34 | N NRG NRG ENERGY INC | $11M | 75.1K | 0.60% | — |
| 35 | W WMS ADVANCED DRAIN SYS INC DEL | $9.5M | 60.4K | 0.52% | — |
| 36 | C CVX CHEVRON CORPORATION | $9.5M | 57.2K | 0.52% | — |
| 37 | N NTR NUTRIEN LTD | $9.3M | 147.6K | 0.51% | — |
| 38 | K KGS KODIAK GAS SVCS INC | $9.3M | 123.2K | 0.51% | — |
| 39 | C CMI CUMMINS INC | $9.2M | 12.9K | 0.50% | — |
| 40 | S SOBO SOUTH BOW CORP | $9M | 255.2K | 0.49% | — |
| 41 | I IFF INTERNATIONAL FLAVORS&FRAGRA | $8.9M | 111.8K | 0.48% | — |
| 42 | C CARR CARRIER GLOBAL CORPORATION | $8.8M | 120.4K | 0.48% | — |
| 43 | U UAMY UNITED STATES ANTIMONY CORP | $8.8M | 1.21M | 0.48% | — |
| 44 | P PR PERMIAN RESOURCES CORP | $8.4M | 457.7K | 0.46% | — |
| 45 | B BKH BLACK HILLS CORP | $8.1M | 108.5K | 0.44% | — |
| 46 | C CNP CENTERPOINT ENERGY INC | $8M | 181.1K | 0.44% | — |
| 47 | S SOC SABLE OFFSHORE CORP | $7.9M | 2.56M | 0.43% | — |
| 48 | C COP CONOCOPHILLIPS | $7.7M | 74.3K | 0.42% | — |
| 49 | H HYLN HYLIION HOLDINGS CORP | $7.3M | 1.40M | 0.40% | — |
| 50 | P PSX PHILLIPS 66 | $7.3M | 43.1K | 0.40% | — |