Hite Hedge Asset Management LLC Top Holdings and 13F Report (2025) About Hite Hedge Asset Management LLCInvestment ActivityHite Hedge Asset Management LLC has $1.37 billion in total holdings as of December 31, 2024.Hite Hedge Asset Management LLC owns shares of 98 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 55.19% of the portfolio was purchased this quarter.About 20.27% of the portfolio was sold this quarter.This quarter, Hite Hedge Asset Management LLC has purchased 85 new stocks and bought additional shares in 33 stocks.Hite Hedge Asset Management LLC sold shares of 27 stocks and completely divested from 21 stocks this quarter.Largest Holdings DTE Energy $116,513,969Ameren $71,552,321CenterPoint Energy $59,701,708EQT $55,098,084VEREN INC $51,703,513 Largest New Holdings this Quarter 15189T107 - CenterPoint Energy $59,701,708 Holding25179M103 - Devon Energy $51,521,504 HoldingG3265R107 - APTIV PLC $29,544,843 Holding29250N105 - Enbridge $21,255,139 HoldingN82405106 - Stellantis $21,227,091 Holding Largest Purchases this Quarter DTE Energy 639,659 shares (about $77.24M)CenterPoint Energy 1,881,554 shares (about $59.70M)Ameren 628,925 shares (about $56.06M)Devon Energy 1,574,137 shares (about $51.52M)EQT 1,043,050 shares (about $48.10M) Largest Sales this Quarter AltC Acquisition 2,247,161 shares (about $47.71M)EnLink Midstream 907,861 shares (about $12.85M)NXP Semiconductors 43,015 shares (about $8.94M)Matador Resources 139,847 shares (about $7.87M)NextEra Energy 105,224 shares (about $7.54M) 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$116,513,969$77,238,824 ▲196.7%964,9198.5%UtilitiesAEEAmeren$71,552,321$56,062,374 ▲361.9%802,6965.2%UtilitiesCNPCenterPoint Energy$59,701,708$59,701,708 ▲New Holding1,881,5544.4%UtilitiesEQTEQT$55,098,084$48,095,036 ▲686.8%1,194,9274.0%EnergyVEREN INC$51,703,513$2,685,164 ▼-4.9%10,056,9983.8%COM NEWDVNDevon Energy$51,521,504$51,521,504 ▲New Holding1,574,1373.8%EnergyXELXcel Energy$44,346,933$22,935,193 ▲107.1%656,7973.2%UtilitiesPORPortland General Electric$43,049,887$10,091,662 ▲30.6%986,9303.1%UtilitiesFANGDiamondback Energy$42,688,528$35,745,904 ▲514.9%260,5663.1%EnergyCHRDChord Energy$40,796,779$13,665,259 ▲50.4%348,9293.0%EnergyETREntergy$39,292,274$21,141,876 ▲116.5%518,2312.9%UtilitiesARAntero Resources$35,829,547$2,367,838 ▲7.1%1,022,2412.6%EnergyCOPConocoPhillips$35,131,766$8,782,991 ▲33.3%354,2582.6%EnergyLADLithia Motors$34,494,854$3,974,979 ▼-10.3%96,5082.5%Retail/WholesaleTMToyota Motor$29,726,483$9,477,312 ▲46.8%152,7492.2%Auto/Tires/TrucksAPTIV PLC$29,544,843$29,544,843 ▲New Holding488,5062.2%COM SHSCTRACoterra Energy$27,577,632$9,502,234 ▲52.6%1,079,7822.0%EnergyNINiSource$27,402,485$531,807 ▼-1.9%745,4432.0%UtilitiesENBEnbridge$21,255,139$21,255,139 ▲New Holding500,9461.6%EnergySTLAStellantis$21,227,091$21,227,091 ▲New Holding1,626,5971.6%Auto/Tires/TrucksCHKChesapeake Energy$20,640,398$20,640,398 ▲New Holding207,3371.5%EnergyCMSCMS Energy$19,807,447$3,891,027 ▼-16.4%297,1861.4%UtilitiesHESMHess Midstream$19,641,749$19,641,749 ▲New Holding530,4281.4%EnergyMURMurphy Oil$19,525,326$15,762,253 ▲418.9%645,2521.4%EnergyBKV CORP$17,401,871$5,171,627 ▲42.3%731,7861.3%COMPPLPPL$17,258,333$7,268,021 ▲72.8%531,6801.3%UtilitiesAROCArchrock$16,686,978$3,234,381 ▲24.0%670,4291.2%EnergyPBAPembina Pipeline$16,028,435$16,028,435 ▲New Holding433,8181.2%EnergyEVERGY INC$15,793,361$3,011,888 ▼-16.0%256,5941.2%COMNEENextEra Energy$14,338,000$7,543,509 ▼-34.5%200,0001.0%UtilitiesADNTAdient$14,064,608$7,740,957 ▲122.4%816,2861.0%Auto/Tires/TrucksCVXChevron$14,013,994$14,013,994 ▲New Holding96,7551.0%EnergyTRGPTarga Resources$12,243,137$12,243,137 ▲New Holding68,5890.9%EnergySOUTH BOW CORP$11,881,663$11,881,663 ▲New Holding503,5170.9%COMCVECenovus Energy$11,231,543$755,349 ▲7.2%741,3560.8%EnergyTAMBORAN RES CORP$10,734,727$461,864 ▲4.5%511,4210.8%COMKEXKirby$10,444,364$10,444,364 ▲New Holding98,7180.8%TransportationOVVOvintiv$10,253,061$3,582,873 ▼-25.9%253,1620.7%EnergyESIElement Solutions$9,967,695$9,967,695 ▲New Holding391,9660.7%Basic MaterialsTHRMGentherm$9,832,410$9,832,410 ▲New Holding246,2720.7%Auto/Tires/TrucksALVAutoliv$9,474,853$3,226,563 ▼-25.4%101,0220.7%Auto/Tires/TrucksPNWPinnacle West Capital$9,034,193$1,208,990 ▲15.4%106,5730.7%UtilitiesPSXPhillips 66$8,908,642$8,908,642 ▲New Holding78,1940.7%EnergyWLKWestlake$6,953,293$5,280,550 ▲315.7%60,6480.5%Basic MaterialsNESRNational Energy Services Reunited$6,516,026$215,694 ▲3.4%727,2350.5%EnergyENLCEnLink Midstream$6,358,600$12,846,234 ▼-66.9%449,3710.5%EnergyAIRJOULE TECHNOLOGIES CORP$6,190,675$197,679 ▼-3.1%5,627,8860.5%*W EXP 03/15/202TTITETRA Technologies$6,019,802$1,484,411 ▲32.7%1,681,5090.4%EnergyMPMP Materials$6,019,198$6,019,198 ▲New Holding385,8460.4%Basic MaterialsCTVACorteva$5,696,000$5,696,000 ▲New Holding100,0000.4%Consumer StaplesMLMMartin Marietta Materials$5,470,768$5,470,768 ▲New Holding10,5920.4%ConstructionWMBWilliams Companies$5,412,000$4,526,380 ▼-45.5%100,0000.4%EnergyMSFTMicrosoft$5,370,7530.0%12,7420.4%Computer and TechnologyCNQCanadian Natural Resources$4,793,648$4,793,648 ▲New Holding155,2850.4%EnergyVLOValero Energy$4,749,872$4,458,721 ▼-48.4%38,7460.3%EnergyGLNGGolar LNG$4,691,172$5,389,240 ▼-53.5%110,8500.3%TransportationPHINPHINIA$4,396,909$1,060,800 ▲31.8%91,2790.3%Auto/Tires/TrucksNPWRNET Power$4,357,912$252,974 ▲6.2%411,5120.3%EnergyEMREmerson Electric$4,311,649$4,311,649 ▲New Holding34,7910.3%IndustrialsMBLYMobileye Global$4,264,274$4,264,274 ▲New Holding214,0700.3%Auto/Tires/TrucksEVGO INC$4,237,989$2,561,670 ▲152.8%1,046,4170.3%CL A COMOSKOshkosh$4,230,235$4,230,235 ▲New Holding44,4960.3%Auto/Tires/TrucksACHRArcher Aviation$4,196,010$2,337,660 ▲125.8%430,3600.3%AerospaceALCCAltC Acquisition$4,128,577$47,707,230 ▼-92.0%194,4690.3%EnergyMTDRMatador Resources$4,114,688$7,867,793 ▼-65.7%73,1370.3%EnergyCATCaterpillar$4,054,569$4,054,569 ▲New Holding11,1770.3%IndustrialsOLNOlin$3,720,366$3,720,366 ▲New Holding110,0700.3%Basic MaterialsSAHSonic Automotive$3,707,622$1,900,627 ▲105.2%58,5260.3%Retail/WholesaleFSLRFirst Solar$3,668,964$3,668,964 ▲New Holding20,8180.3%EnergyGMGeneral Motors$3,537,501$2,696,368 ▲320.6%66,4070.3%Auto/Tires/TrucksBORRBorr Drilling$2,903,425$90,406 ▼-3.0%744,4680.2%EnergyGPIGroup 1 Automotive$2,848,783$136,138 ▲5.0%6,7590.2%Retail/WholesaleNXPINXP Semiconductors$2,702,674$8,940,669 ▼-76.8%13,0030.2%Computer and TechnologyHYLNHyliion$2,315,863$120,987 ▼-5.0%887,3040.2%Auto/Tires/TrucksXYLXylem$2,227,468$2,227,468 ▲New Holding19,1990.2%Business ServicesLITHIUM AMERS CORP NEW$2,172,475$1,306,723 ▲150.9%731,4730.2%COM SHSROKRockwell Automation$2,164,288$2,164,288 ▲New Holding7,5730.2%Computer and TechnologyDANDana$2,048,640$2,048,640 ▲New Holding177,2180.1%Auto/Tires/TrucksAXLAmerican Axle & Manufacturing$2,006,429$2,006,429 ▲New Holding344,1560.1%Auto/Tires/TrucksINVZInnoviz Technologies$1,972,055$1,972,055 ▲New Holding1,173,8420.1%Auto/Tires/TrucksWERNWerner Enterprises$1,839,032$1,839,032 ▲New Holding51,1980.1%TransportationTE CONNECTIVITY PLC$1,586,109$1,125,746 ▲244.5%11,0940.1%ORD SHSCLNEClean Energy Fuels$1,250,565$264,303 ▼-17.4%498,2330.1%UtilitiesAPHAmphenol$1,225,237$1,225,237 ▲New Holding17,6420.1%Computer and TechnologyCRMTAmerica's Car-Mart$1,141,901$236,211 ▼-17.1%22,2810.1%Retail/WholesaleTSLATesla$1,057,657$2,353,580 ▼-69.0%2,6190.1%Auto/Tires/TrucksVCVisteon$996,059$224,284 ▼-18.4%11,2270.1%Auto/Tires/TrucksPONY AI INC$974,853$974,853 ▲New Holding67,9340.1%SPONSORED ADSASTLAlgoma Steel Group$906,0780.0%92,6460.1%Basic MaterialsCENXCentury Aluminum$723,4250.0%39,7050.1%IndustrialsALLYAlly Financial$717,499$1,022,792 ▼-58.8%19,9250.1%FinanceAURAurora Innovation$673,344$477,049 ▼-41.5%106,8800.0%Business ServicesZEEKR INTELLIGENT TECHNOLOGY$633,811$734,163 ▼-53.7%22,3330.0%SPON ADSGODNUGolden Star Acquisition$573,5000.0%50,0000.0%Financial ServicesRIVNRivian Automotive$559,930$2,007,821 ▼-78.2%42,1000.0%Auto/Tires/TrucksCOPXGlobal X Copper Miners ETF$436,741$240,419 ▲122.5%11,4390.0%ETFPLLPiedmont Lithium$323,581$1,013,700 ▼-75.8%37,0230.0%Basic MaterialsSWVLSwvl$210,061$210,061 ▲New Holding32,9100.0%Business ServicesGPORGulfport Energy$0$26,983,889 ▼-100.0%00.0%EnergyNFENew Fortress Energy$0$16,884,611 ▼-100.0%00.0%EnergyShowing 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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