Hite Hedge Asset Management LLC Top Holdings and 13F Report (2026) About Hite Hedge Asset Management LLCInvestment ActivityHite Hedge Asset Management LLC has $1.77 billion in total holdings as of March 31, 2026.Hite Hedge Asset Management LLC owns shares of 126 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 34.54% of the portfolio was purchased this quarter.About 34.93% of the portfolio was sold this quarter.This quarter, Hite Hedge Asset Management LLC has purchased 121 new stocks and bought additional shares in 33 stocks.Hite Hedge Asset Management LLC sold shares of 36 stocks and completely divested from 40 stocks this quarter.Largest Holdings Portland General Electric $142,003,859TAMBORAN RES CORP $103,794,987Xcel Energy $92,158,265Entergy $85,739,444DTE Energy $74,772,083 Largest New Holdings this Quarter 25278X109 - Diamondback Energy $43,451,101 Holding34631F102 - FORGENT POWER SOLUTIONS INC $28,526,571 Holding209115104 - Consolidated Edison $28,298,509 Holding969457100 - Williams Companies $28,018,408 Holding02215L209 - KINETIK HOLDINGS INC $22,309,894 Holding Largest Purchases this Quarter Diamondback Energy 219,683 shares (about $43.45M)EXPAND ENERGY CORPORATION 318,338 shares (about $34.95M)FORGENT POWER SOLUTIONS INC 974,601 shares (about $28.53M)Consolidated Edison 250,031 shares (about $28.30M)Williams Companies 384,974 shares (about $28.02M) Largest Sales this Quarter EQT 816,383 shares (about $51.95M)Ovintiv 728,068 shares (about $43.22M)Xcel Energy 508,644 shares (about $40.41M)Entergy 299,792 shares (about $33.68M)Suncor Energy 428,008 shares (about $28.30M) 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 PortfolioSectorPORPortland General Electric$142,003,859$1,912,121 â–²1.4%2,690,9968.0%UtilitiesTAMBORAN RES CORP$103,794,987$1,985,203 â–²1.9%2,076,3155.9%COMXELXcel Energy$92,158,265$40,406,680 â–¼-30.5%1,160,0995.2%UtilitiesETREntergy$85,739,444$33,684,629 â–¼-28.2%763,0784.8%UtilitiesDTEDTE Energy$74,772,083$5,848,800 â–²8.5%511,3674.2%UtilitiesCTRACoterra Energy$65,632,524$23,329,973 â–²55.2%1,867,7443.7%EnergyAEEAmeren$46,415,259$14,887,125 â–¼-24.3%422,2642.6%UtilitiesFANGDiamondback Energy$43,451,101$43,451,101 â–²New Holding219,6832.5%EnergyAEPAmerican Electric Power$42,786,609$6,374,289 â–²17.5%326,4162.4%UtilitiesNINiSource$40,941,350$25,354,484 â–¼-38.2%877,4402.3%UtilitiesEVERGY INC$39,394,918$8,625,930 â–¼-18.0%480,8952.2%COMEXPAND ENERGY CORPORATION$38,576,033$34,947,145 â–²963.0%351,3942.2%COMCHRDChord Energy$36,985,710$1,860,425 â–²5.3%260,1332.1%EnergyADNTAdient$36,310,337$2,576,068 â–¼-6.6%1,796,6522.0%Auto/Tires/TrucksLNTAlliant Energy$32,262,650$3,659,760 â–¼-10.2%449,5911.8%UtilitiesMDUMDU Resources Group$32,116,000$17,819,200 â–²124.6%1,550,0001.8%UtilitiesGULFPORT ENERGY CORP$31,355,097$25,224,433 â–²411.4%148,2021.8%COMMON SHARESVIPER ENERGY INC$29,508,075$4,613,055 â–¼-13.5%627,9651.7%CL AFORGENT POWER SOLUTIONS INC$28,526,571$28,526,571 â–²New Holding974,6011.6%COM SHS CL AEDConsolidated Edison$28,298,509$28,298,509 â–²New Holding250,0311.6%UtilitiesWMBWilliams Companies$28,018,408$28,018,408 â–²New Holding384,9741.6%EnergyBETA TECHNOLOGIES INC$27,908,817$18,899,657 â–²209.8%1,898,5591.6%COM SHS CL AFFord Motor$27,505,186$10,738,535 â–²64.0%2,383,4651.6%Auto/Tires/TrucksBKV CORP$24,398,318$4,145,610 â–¼-14.5%855,4811.4%COMRICE ACQUISITION CORP 3$23,719,7430.0%2,300,6541.3%ORD SHS CL AKINETIK HOLDINGS INC$22,309,894$22,309,894 â–²New Holding460,8531.3%COM NEW CL AFEFirstEnergy$19,478,973$2,533,000 â–²14.9%384,5041.1%UtilitiesAPHAmphenol$18,556,014$17,066,347 â–²1,145.6%146,8621.0%Computer and TechnologySUSuncor Energy$17,893,663$28,295,609 â–¼-61.3%270,6651.0%EnergyEEExcelerate Energy$17,646,261$11,231,961 â–²175.1%528,0151.0%EnergyAMAntero Midstream$17,440,906$17,440,906 â–²New Holding764,9521.0%EnergyIFFInternational Flavors & Fragrances$16,656,174$5,580,328 â–²50.4%229,5820.9%Basic MaterialsPPLPPL$15,064,2080.0%394,3510.9%UtilitiesCNMCore & Main$14,998,087$14,998,087 â–²New Holding303,6050.8%IndustrialsADPAutomatic Data Processing$14,340,038$14,340,038 â–²New Holding70,5780.8%Computer and TechnologyABGAsbury Automotive Group$13,046,744$6,386,780 â–²95.9%66,7660.7%Retail/WholesaleYPFYPF Sociedad Anónima$12,811,814$12,811,814 â–²New Holding277,1920.7%EnergyMURMurphy Oil$12,444,713$12,444,713 â–²New Holding301,6900.7%EnergyCRGYCrescent Energy$11,815,200$24,340,932 â–¼-67.3%875,2000.7%EnergySABLE OFFSHORE CORP$11,800,352$11,800,352 â–²New Holding714,3070.7%COM SHSRALLIANT CORP$11,408,719$5,528,309 â–²94.0%274,3140.6%COMGPIGroup 1 Automotive$11,157,109$501,896 â–¼-4.3%33,7450.6%Retail/WholesaleGMGeneral Motors$10,916,634$2,676,636 â–¼-19.7%146,5320.6%Auto/Tires/TrucksBTEBaytex Energy$10,405,765$4,399,024 â–¼-29.7%2,327,3280.6%EnergyPERMIAN RESOURCES CORP$10,319,733$10,319,733 â–²New Holding484,0400.6%CLASS A COMMCHIiShares MSCI China ETF$10,194,086$10,194,086 â–²New Holding181,4540.6%ETFVSTVistra$10,192,374$10,192,374 â–²New Holding67,8000.6%UtilitiesTRGPTarga Resources$10,082,104$10,082,104 â–²New Holding40,2110.6%EnergyCVECenovus Energy$10,074,714$10,074,714 â–²New Holding379,7480.6%EnergyVLOValero Energy$9,828,101$9,828,101 â–²New Holding39,7770.6%EnergyIDRIdaho Strategic Resources$9,544,394$6,591,602 â–²223.2%297,1480.5%Basic MaterialsNRGNRG Energy$9,500,415$9,500,415 â–²New Holding65,0090.5%UtilitiesDANDana$8,770,940$10,429,986 â–¼-54.3%260,6520.5%Auto/Tires/TrucksLBRTLiberty Energy$8,577,245$8,577,245 â–²New Holding297,8210.5%EnergyKMXCarMax$8,450,844$8,127,393 â–²2,512.7%203,2430.5%Retail/WholesaleSTLAStellantis$7,849,935$2,195,993 â–²38.8%1,107,1840.4%Auto/Tires/TrucksBKHBlack Hills$7,530,985$5,795,735 â–²334.0%108,5000.4%UtilitiesDAUCH CORP$7,393,690$1,339,504 â–¼-15.3%1,246,8280.4%COMNESRNational Energy Services Reunited$6,298,718$13,440,391 â–¼-68.1%293,3730.4%EnergyFLSFlowserve$6,222,622$6,222,622 â–²New Holding84,6500.4%IndustrialsARKO PETE CORP$5,364,817$5,364,817 â–²New Holding299,8780.3%CL A COMTMToyota Motor$5,217,168$5,212,840 â–¼-50.0%25,3150.3%Auto/Tires/TrucksDDDuPont de Nemours$5,201,872$5,201,872 â–²New Holding113,5780.3%Basic MaterialsKAROPENLANE$5,164,272$5,164,272 â–²New Holding177,1620.3%Auto/Tires/TrucksALCCAltC Acquisition$5,139,6560.0%103,6430.3%EnergyHYLNHyliion$4,976,8260.0%2,827,7420.3%Auto/Tires/TrucksTTITetra Technologies$4,866,0530.0%571,1330.3%EnergyPBFPBF Energy$4,803,715$4,803,715 â–²New Holding100,8760.3%EnergyEVGO INC$4,642,887$1,848,873 â–²66.2%2,699,3530.3%CL A COMNPWRNET Power$4,310,941$3,142,359 â–²268.9%2,763,4240.2%EnergyCEGConstellation Energy$4,189,588$4,189,588 â–²New Holding15,0030.2%EnergySUNOCOCORP LLC$4,119,206$4,119,206 â–²New Holding66,8160.2%COM SHS LLCSTSensata Technologies$4,084,323$2,909,137 â–²247.5%115,9660.2%Computer and TechnologyNBNioCorp Developments$4,025,953$1,194,272 â–²42.2%902,6800.2%Basic MaterialsOVVOvintiv$3,971,896$43,218,113 â–¼-91.6%66,9120.2%EnergySTRLSterling Infrastructure$3,944,817$6,951,691 â–¼-63.8%9,6860.2%ConstructionDINOHF Sinclair$3,743,400$9,961,936 â–¼-72.7%60,0000.2%EnergyANAutoNation$3,709,159$3,709,159 â–²New Holding18,9960.2%Retail/WholesaleALVAutoliv$3,635,171$3,635,171 â–²New Holding34,5680.2%Auto/Tires/TrucksAIRJOULE TECHNOLOGIES CORP$3,420,6340.0%6,108,2750.2%*W EXP 03/15/202COPConocoPhillips$3,279,276$9,362,364 â–¼-74.1%24,8430.2%EnergySMSM Energy$3,118,000$2,086,659 â–¼-40.1%100,0000.2%EnergyFNFabrinet$2,934,593$2,934,593 â–²New Holding5,6270.2%Computer and TechnologyUAMYUnited States Antimony$2,913,271$2,913,271 â–²New Holding333,7080.2%Basic MaterialsPPGPPG Industries$2,667,297$2,667,297 â–²New Holding24,9560.2%Basic MaterialsODFLOld Dominion Freight Line$2,573,809$2,573,809 â–²New Holding13,1720.1%TransportationTE CONNECTIVITY PLC$2,171,300$769,194 â–¼-26.2%10,3880.1%ORD SHSWERIDE INC$2,098,619$440,662 â–¼-17.4%259,4090.1%SPONSORED ADSTSLATesla$2,082,544$417,475 â–²25.1%5,6020.1%Auto/Tires/TrucksNXPINXP Semiconductors$2,079,826$1,228,603 â–²144.3%10,5650.1%Computer and TechnologyRRCRange Resources$2,033,100$2,033,100 â–²New Holding45,0000.1%EnergySPYSPDR S&P 500 ETF Trust$1,951,0200.0%3,0000.1%FinanceAQNAlgonquin Power & Utilities$1,842,000$614,000 â–²50.0%300,0000.1%UtilitiesARECAmerican Resources$1,781,977$3,828,554 â–¼-68.2%736,3540.1%Basic MaterialsGNTXGentex$1,765,240$668,676 â–²61.0%80,7890.1%Auto/Tires/TrucksRIVNRivian Automotive$1,557,404$1,557,404 â–²New Holding103,4820.1%Auto/Tires/TrucksPHINPHINIA$1,552,904$14,949,079 â–¼-90.6%22,6900.1%Auto/Tires/TrucksINVZInnoviz Technologies$1,545,719$770,461 â–²99.4%2,443,8240.1%Auto/Tires/TrucksMPMP Materials$1,497,701$11,199,458 â–¼-88.2%31,0340.1%Basic MaterialsDKDelek US$1,471,626$1,471,626 â–²New Holding32,6520.1%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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