Hite Hedge Asset Management LLC Top Holdings and 13F Report (2025) About Hite Hedge Asset Management LLCInvestment ActivityHite Hedge Asset Management LLC has $1.61 billion in total holdings as of March 31, 2025.Hite Hedge Asset Management LLC owns shares of 107 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 40.88% of the portfolio was purchased this quarter.About 29.87% of the portfolio was sold this quarter.This quarter, Hite Hedge Asset Management LLC has purchased 98 new stocks and bought additional shares in 36 stocks.Hite Hedge Asset Management LLC sold shares of 28 stocks and completely divested from 33 stocks this quarter.Largest Holdings DTE Energy $136,480,233Ameren $74,568,184CenterPoint Energy $66,357,201Xcel Energy $52,537,719Chesapeake Energy $52,049,113 Largest New Holdings this Quarter 78454L100 - SM Energy $44,005,206 Holding30161N101 - Exelon $36,864,000 Holding23345M107 - DT Midstream $31,139,402 Holding69349H107 - PNM Resources $28,725,231 Holding402635502 - Gulfport Energy $27,282,735 Holding Largest Purchases this Quarter SM Energy 1,469,289 shares (about $44.01M)Exelon 800,000 shares (about $36.86M)DT Midstream 322,755 shares (about $31.14M)Chesapeake Energy 260,226 shares (about $28.97M)PNM Resources 537,121 shares (about $28.73M) Largest Sales this Quarter EQT 1,101,352 shares (about $58.85M)VEREN INC 8,673,339 shares (about $57.37M)Coterra Energy 985,812 shares (about $28.49M)CMS Energy 238,876 shares (about $17.94M)Enbridge 390,393 shares (about $17.30M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHite Hedge Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDTEDTE Energy$136,480,233$3,060,883 ▲2.3%987,0568.5%UtilitiesAEEAmeren$74,568,184$6,022,494 ▼-7.5%742,7114.6%UtilitiesCNPCenterPoint Energy$66,357,201$1,811,500 ▼-2.7%1,831,5544.1%UtilitiesXELXcel Energy$52,537,719$6,043,059 ▲13.0%742,1633.3%UtilitiesCHKChesapeake Energy$52,049,113$28,968,358 ▲125.5%467,5633.2%EnergyARAntero Resources$51,816,096$10,476,670 ▲25.3%1,281,3083.2%EnergyCHRDChord Energy$50,274,811$10,943,534 ▲27.8%446,0153.1%EnergyCOPConocoPhillips$48,694,938$11,490,763 ▲30.9%463,6733.0%EnergyLADLithia Motors$48,223,045$19,894,087 ▲70.2%164,2813.0%Retail/WholesaleSMSM Energy$44,005,206$44,005,206 ▲New Holding1,469,2892.7%EnergyPORPortland General Electric$43,352,092$664,986 ▼-1.5%972,0202.7%UtilitiesDVNDevon Energy$42,454,460$16,418,263 ▼-27.9%1,135,1462.6%EnergyEXCExelon$36,864,000$36,864,000 ▲New Holding800,0002.3%UtilitiesETREntergy$36,712,313$7,591,256 ▼-17.1%429,4342.3%UtilitiesFANGDiamondback Energy$34,650,313$7,008,979 ▼-16.8%216,7272.1%EnergyTMToyota Motor$31,219,507$4,254,726 ▲15.8%176,8511.9%Auto/Tires/TrucksDTMDT Midstream$31,139,402$31,139,402 ▲New Holding322,7551.9%EnergyADNTAdient$29,836,525$19,339,087 ▲184.2%2,320,1031.9%Auto/Tires/TrucksPBAPembina Pipeline$28,879,666$11,529,358 ▲66.5%722,0921.8%EnergyPNMPNM Resources$28,725,231$28,725,231 ▲New Holding537,1211.8%UtilitiesGPORGulfport Energy$27,282,735$27,282,735 ▲New Holding148,1631.7%EnergyAPTIV PLC$26,074,269$2,991,839 ▼-10.3%438,2231.6%COM SHSBKV CORP$24,390,639$9,023,133 ▲58.7%1,161,4591.5%COMEVERGY INC$22,537,824$4,845,668 ▲27.4%326,8721.4%COMKEXKirby$22,498,159$12,526,654 ▲125.6%222,7321.4%TransportationTAMBORAN RES CORP$19,420,025$7,151,035 ▲58.3%809,5051.2%COMLNTAlliant Energy$19,140,908$19,140,908 ▲New Holding297,4501.2%UtilitiesATLAS ENERGY SOLUTIONS INC$18,844,481$18,844,481 ▲New Holding1,056,3051.2%COM NEWGMGeneral Motors$18,804,569$15,681,448 ▲502.1%399,8421.2%Auto/Tires/TrucksKINETIK HOLDINGS INC$18,607,661$18,607,661 ▲New Holding358,2531.2%COM NEW CL AEWGiShares MSCI Germany ETF$18,185,886$18,185,886 ▲New Holding490,4501.1%ETFNINiSource$18,038,536$11,846,275 ▼-39.6%449,9511.1%UtilitiesPNWPinnacle West Capital$17,294,828$7,143,750 ▲70.4%181,5731.1%UtilitiesCVECenovus Energy$17,141,210$6,828,948 ▲66.2%1,232,2941.1%EnergyPOWLPowell Industries$16,404,823$16,404,823 ▲New Holding96,3121.0%IndustrialsFLSFlowserve$15,004,283$15,004,283 ▲New Holding307,2130.9%IndustrialsPHINPHINIA$13,825,943$9,952,975 ▲257.0%325,8530.9%Auto/Tires/TrucksGE VERNOVA INC$12,791,537$12,791,537 ▲New Holding41,9010.8%COMTTETotalEnergies$12,308,890$12,308,890 ▲New Holding190,2750.8%EnergyPERMIAN RESOURCES CORP$11,628,280$11,628,280 ▲New Holding839,5870.7%CLASS A COMMOSMosaic$10,869,445$10,869,445 ▲New Holding402,4230.7%Basic MaterialsCRGYCrescent Energy$10,087,405$10,087,405 ▲New Holding897,4560.6%EnergyWFRDWeatherford International$9,913,765$9,913,765 ▲New Holding185,1310.6%EnergyGLNGGolar LNG$9,827,025$5,615,834 ▲133.4%258,6740.6%TransportationINFINITY NAT RES INC$9,681,113$9,681,113 ▲New Holding516,3260.6%COM CL ALANDBRIDGE COMPANY LLC$9,440,614$9,440,614 ▲New Holding131,2290.6%CL AGPIGroup 1 Automotive$9,437,985$6,856,385 ▲265.6%24,7100.6%Retail/WholesaleVEREN INC$9,152,608$57,372,280 ▼-86.2%1,383,6590.6%COM NEWEVGO INC$8,906,486$6,123,017 ▲220.0%3,348,3030.6%CL A COMOVVOvintiv$8,846,846$1,988,488 ▼-18.4%206,7020.5%EnergyAXLAmerican Axle & Manufacturing$7,914,799$6,514,084 ▲465.1%1,944,6680.5%Auto/Tires/TrucksWLKWestlake$7,149,644$1,083,025 ▲17.9%71,4750.4%Basic MaterialsVLOValero Energy$7,087,140$1,969,956 ▲38.5%53,6620.4%EnergySAHSonic Automotive$7,047,319$3,713,678 ▲111.4%123,7240.4%Retail/WholesaleCTVACorteva$7,034,630$741,630 ▲11.8%111,7850.4%Consumer StaplesDINOHF Sinclair$6,935,904$6,935,904 ▲New Holding210,9460.4%EnergyAXTAAxalta Coating Systems$6,634,000$6,634,000 ▲New Holding200,0000.4%Basic MaterialsMPMP Materials$6,442,019$2,976,482 ▼-31.6%263,9090.4%Basic MaterialsNESRNational Energy Services Reunited$5,757,279$404,829 ▲7.6%782,2390.4%EnergyALVAutoliv$5,563,505$3,371,891 ▼-37.7%62,9000.3%Auto/Tires/TrucksAPHAmphenol$5,499,328$4,342,189 ▲375.3%83,8440.3%Computer and TechnologyTTITETRA Technologies$5,462,648$187,223 ▼-3.3%1,625,7880.3%EnergyPPLPPL$5,292,570$13,906,393 ▼-72.4%146,5680.3%UtilitiesEQTEQT$4,999,712$58,845,234 ▼-92.2%93,5750.3%EnergyENBEnbridge$4,898,603$17,298,312 ▼-77.9%110,5530.3%EnergyMSFTMicrosoft$4,783,2190.0%12,7420.3%Computer and TechnologyEMNEastman Chemical$4,751,772$4,751,772 ▲New Holding53,9300.3%Basic MaterialsPAGPenske Automotive Group$4,601,889$4,601,889 ▲New Holding31,9620.3%Retail/WholesaleCMSCMS Energy$4,379,664$17,941,976 ▼-80.4%58,3100.3%UtilitiesVRTVertiv$4,368,678$4,368,678 ▲New Holding60,5080.3%Computer and TechnologyAIRJOULE TECHNOLOGIES CORP$3,528,516$348,198 ▲10.9%6,244,0560.2%*W EXP 03/15/202AROCArchrock$3,453,866$14,138,190 ▼-80.4%131,6260.2%EnergyDANDana$3,237,870$875,554 ▲37.1%242,9010.2%Auto/Tires/TrucksRIVNRivian Automotive$3,186,154$2,662,009 ▲507.9%255,9160.2%Auto/Tires/TrucksANAutoNation$3,090,729$3,090,729 ▲New Holding19,0880.2%Retail/WholesaleCVNACarvana$3,035,842$3,035,842 ▲New Holding14,5200.2%Retail/WholesaleKNXKnight-Swift Transportation$2,985,893$2,985,893 ▲New Holding68,6570.2%TransportationKMXCarMax$2,917,013$2,917,013 ▲New Holding37,4360.2%Retail/WholesaleCATCaterpillar$2,907,847$778,328 ▼-21.1%8,8170.2%IndustrialsCTRACoterra Energy$2,715,733$28,489,967 ▼-91.3%93,9700.2%EnergyNVDANVIDIA$2,471,389$2,471,389 ▲New Holding22,8030.2%Computer and TechnologyVGKVanguard FTSE Europe ETF$2,451,803$2,451,803 ▲New Holding34,9210.2%ETFENTGEntegris$2,157,344$2,157,344 ▲New Holding24,6610.1%Computer and TechnologyLITHIUM AMERS CORP NEW$1,994,338$12,046 ▲0.6%735,9180.1%COM SHSNPWRNET Power$1,954,716$872,439 ▲80.6%743,2380.1%EnergyWOLFSPEED INC$1,767,209$1,767,209 ▲New Holding8,000,0000.1%NOTE 1.875%12/0SPYSPDR S&P 500 ETF Trust$1,678,170$1,678,170 ▲New Holding3,0000.1%FinanceTHRMGentherm$1,454,843$5,130,469 ▼-77.9%54,4070.1%Auto/Tires/TrucksHYLNHyliion$1,399,175$156,950 ▲12.6%999,4110.1%Auto/Tires/TrucksALCCAltC Acquisition$1,268,773$2,937,593 ▼-69.8%58,6580.1%EnergyALLYAlly Financial$1,034,544$307,880 ▲42.4%28,3670.1%FinanceAMDAdvanced Micro Devices$999,968$999,968 ▲New Holding9,7330.1%Computer and TechnologySOXXiShares Semiconductor ETF$942,732$942,732 ▲New Holding5,0100.1%ETFDIVERSIFIED ENERGY COMPANY P$881,044$881,044 ▲New Holding65,1660.1%SHS NEWRIVIAN AUTOMOTIVE INC$874,477$874,477 ▲New Holding1,000,0000.1%NOTE 3.625%10/1PONY AI INC$869,546$270,368 ▲45.1%98,5880.1%SPONSORED ADSHSAIHesai Group$839,752$839,752 ▲New Holding56,7400.1%Auto/Tires/TrucksNXTNextracker$698,176$698,176 ▲New Holding16,5680.0%EnergyAURAurora Innovation$674,067$44,701 ▼-6.2%100,2330.0%Business ServicesCRMTAmerica's Car-Mart$532,969$478,365 ▼-47.3%11,7420.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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