Hite Hedge Asset Management LLC Top Holdings and 13F Report (2026)

About Hite Hedge Asset Management LLC

Investment Activity

Hite Hedge Asset Management LLC has $1.83 billion in total holdings as of June 30, 2026.
Hite Hedge Asset Management LLC owns shares of 125 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
Approximately 38.07% of the portfolio was purchased this quarter.
About 33.80% of the portfolio was sold this quarter.
This quarter, Hite Hedge Asset Management LLC has purchased 126 new stocks and bought additional shares in 31 stocks.
Hite Hedge Asset Management LLC sold shares of 38 stocks and completely divested from 49 stocks this quarter.

Largest Holdings

Portland General Electric: $110,604,598
Entergy: $99,443,721
TAMBORAN RES CORP: $93,687,448
Devon Energy: $93,117,678
DTE Energy: $87,808,850

Largest New Holdings this Quarter

25179M103 - Devon Energy: $93,117,678 Holding
64361Q101 - VIPER ENERGY INC: $46,072,391 Holding
G9456A100 - Golar LNG: $33,064,006 Holding
723484101 - Pinnacle West Capital: $26,745,185 Holding
29355A107 - Enphase Energy: $16,568,423 Holding

Largest Purchases this Quarter

Devon Energy: 2,253,574 shares (about $93.12M)
VIPER ENERGY INC: 1,086,613 shares (about $46.07M)
GULFPORT ENERGY CORP: 255,201 shares (about $43.31M)
PPL: 998,225 shares (about $36.29M)
Suncor Energy: 627,388 shares (about $33.68M)

Largest Sales this Quarter

Portland General Electric: 557,008 shares (about $28.87M)
Amphenol: 114,744 shares (about $20.23M)
KINETIK HOLDINGS INC: 407,964 shares (about $19.72M)
Excelerate Energy: 431,677 shares (about $16.40M)
Antero Midstream: 674,671 shares (about $15.35M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
POR Portland General Electric	$110,604,598	$28,869,725 â–¼	-20.7%	2,133,988	6.1%	Utilities
ETR Entergy	$99,443,721	$11,796,581 â–²	13.5%	865,782	5.4%	Utilities
TAMBORAN RES CORP	$93,687,448	$26,186,447 â–²	38.8%	2,881,804	5.1%	COM
DVN Devon Energy	$93,117,678	$93,117,678 â–²	New Holding	2,253,574	5.1%	Energy
DTE DTE Energy	$87,808,850	$9,891,860 â–²	12.7%	576,287	4.8%	Utilities
XEL Xcel Energy	$85,181,598	$7,974,352 â–¼	-8.6%	1,060,792	4.7%	Utilities
GULFPORT ENERGY CORP	$68,457,489	$43,307,610 â–²	172.2%	403,403	3.7%	COMMON SHARES
MDU MDU Resources Group	$66,542,239	$33,666,739 â–²	102.4%	3,137,305	3.6%	Utilities
AEP American Electric Power	$51,492,548	$6,835,575 â–²	15.3%	376,380	2.8%	Utilities
PPL PPL	$50,620,138	$36,285,479 â–²	253.1%	1,392,576	2.8%	Utilities
SU Suncor Energy	$48,207,485	$33,678,188 â–²	231.8%	898,053	2.6%	Energy
AEE Ameren	$47,061,491	$671,232 â–¼	-1.4%	416,326	2.6%	Utilities
VIPER ENERGY INC	$46,072,391	$46,072,391 â–²	New Holding	1,086,613	2.5%	CL A
LNT Alliant Energy	$41,596,817	$7,297,520 â–²	21.3%	545,246	2.3%	Utilities
NI NiSource	$39,938,006	$1,784,266 â–¼	-4.3%	839,916	2.2%	Utilities
ADNT Adient	$39,895,021	$6,872,558 â–²	20.8%	2,170,567	2.2%	Consumer Discretionary
CHRD Chord Energy	$35,697,833	$5,964,631 â–²	20.1%	312,317	2.0%	Energy
EVERGY INC	$34,011,415	$7,552,340 â–¼	-18.2%	393,514	1.9%	COM
GLNG Golar LNG	$33,064,006	$33,064,006 â–²	New Holding	663,403	1.8%	Energy
BETA TECHNOLOGIES INC	$31,695,606	$105,257 â–¼	-0.3%	1,892,275	1.7%	COM SHS CL A
PNW Pinnacle West Capital	$26,745,185	$26,745,185 â–²	New Holding	249,955	1.5%	Utilities
VERSIGENT PLC	$26,301,621	$25,442,222 â–²	2,960.5%	626,080	1.4%	ORDINARY SHARES
ED Consolidated Edison	$25,822,038	$1,838,892 â–¼	-6.6%	233,409	1.4%	Utilities
WMB Williams Companies	$25,655,254	$2,963,713 â–¼	-10.4%	345,107	1.4%	Energy
BKV CORP	$24,775,602	$1,369,642 â–²	5.9%	905,541	1.4%	COM
GM General Motors	$24,564,702	$13,270,016 â–²	117.5%	318,691	1.3%	Consumer Discretionary
RICE ACQUISITION CORP 3	$24,156,867		0.0%	2,300,654	1.3%	ORD SHS CL A
EXPAND ENERGY CORPORATION	$21,390,074	$10,653,546 â–¼	-33.2%	234,566	1.2%	COM
DAN Dana	$18,140,608	$11,048,267 â–²	155.8%	666,689	1.0%	Consumer Discretionary
ENPH Enphase Energy	$16,568,423	$16,568,423 â–²	New Holding	336,483	0.9%	Technology
CNM Core & Main	$13,055,919	$1,593,022 â–¼	-10.9%	270,589	0.7%	Industrials
DAUCH CORP	$11,602,713	$4,844,905 â–²	71.7%	2,140,722	0.6%	COM
SPACE EXPLORATION TECHN CORP	$11,188,596	$11,188,596 â–²	New Holding	65,484	0.6%	CLASS A COM STK
NRG NRG Energy	$10,965,601	$1,470,386 â–²	15.5%	75,076	0.6%	Utilities
WMS Advanced Drainage Systems	$9,486,192	$9,486,192 â–²	New Holding	60,437	0.5%	Industrials
CVX Chevron	$9,480,809	$9,480,809 â–²	New Holding	57,196	0.5%	Energy
NTR Nutrien	$9,293,875	$9,293,875 â–²	New Holding	147,639	0.5%	Materials
KGS Kodiak Gas Services	$9,252,560	$9,252,560 â–²	New Holding	123,154	0.5%	Energy
CMI Cummins	$9,192,564	$9,192,564 â–²	New Holding	12,889	0.5%	Industrials
SOUTH BOW CORP	$8,992,684	$8,992,684 â–²	New Holding	255,184	0.5%	COM
IFF International Flavors & Fragrances	$8,856,083	$9,331,403 â–¼	-51.3%	111,791	0.5%	Materials
CARR Carrier Global	$8,829,726	$8,829,726 â–²	New Holding	120,378	0.5%	Industrials
UAMY United States Antimony	$8,761,724	$6,339,004 â–²	261.6%	1,206,849	0.5%	Materials
PERMIAN RESOURCES CORP	$8,425,594	$485,582 â–¼	-5.4%	457,664	0.5%	CLASS A COM
BKH Black Hills	$8,072,400		0.0%	108,500	0.4%	Utilities
CNP CenterPoint Energy	$7,974,499	$7,664,766 â–²	2,474.6%	181,074	0.4%	Utilities
SABLE OFFSHORE CORP	$7,870,309	$5,670,243 â–²	257.7%	2,555,295	0.4%	COM SHS
COP ConocoPhillips	$7,729,426	$5,146,748 â–²	199.3%	74,350	0.4%	Energy
HYLIION HOLDINGS CORP	$7,294,834	$7,437,703 â–¼	-50.5%	1,400,160	0.4%	COMMON STOCK
PSX Phillips 66	$7,288,253	$7,288,253 â–²	New Holding	43,113	0.4%	Energy
VLO Valero Energy	$6,848,791	$3,510,731 â–¼	-33.9%	26,297	0.4%	Energy
FMC FMC	$6,560,773	$6,560,773 â–²	New Holding	570,502	0.4%	Materials
MOD Modine Manufacturing	$6,429,041	$6,429,041 â–²	New Holding	24,077	0.4%	Industrials
TTI Tetra Technologies	$6,016,536	$454,401 â–¼	-7.0%	531,027	0.3%	Energy
T1 ENERGY INC	$5,860,479	$5,860,479 â–²	New Holding	618,194	0.3%	COM NEW
ABG Asbury Automotive Group	$5,704,439	$7,720,869 â–¼	-57.5%	28,369	0.3%	Consumer Discretionary
APH Amphenol	$5,663,046	$20,231,663 â–¼	-78.1%	32,118	0.3%	Technology
RPM RPM International	$5,404,002	$5,404,002 â–²	New Holding	48,619	0.3%	Materials
CRGY Crescent Energy	$5,136,449	$3,458,015 â–¼	-40.2%	523,060	0.3%	Energy
PBF PBF Energy	$4,969,464	$377,588 â–²	8.2%	109,171	0.3%	Energy
ALCC AltC Acquisition	$4,913,054	$510,584 â–¼	-9.4%	93,886	0.3%
TRGP Targa Resources	$4,900,259	$5,881,920 â–¼	-54.6%	18,275	0.3%	Energy
NPWR NET Power	$4,763,959	$149,041 â–²	3.2%	2,852,670	0.3%	Industrials
EMR Emerson Electric	$4,703,193	$4,703,193 â–²	New Holding	32,855	0.3%	Industrials
RUSHA Rush Enterprises	$4,453,691	$4,453,691 â–²	New Holding	61,022	0.2%	Industrials
KMX CarMax	$4,326,614	$6,422,909 â–¼	-59.8%	81,804	0.2%	Consumer Discretionary
GPI Group 1 Automotive	$4,296,213	$5,529,318 â–¼	-56.3%	14,755	0.2%	Consumer Discretionary
HESM Hess Midstream Partners	$4,209,809	$4,209,809 â–²	New Holding	111,963	0.2%	Energy
CRC California Resources	$4,135,544	$4,135,544 â–²	New Holding	78,221	0.2%	Energy
EE Excelerate Energy	$3,659,881	$16,399,411 â–¼	-81.8%	96,338	0.2%	Energy
VST Vistra	$3,616,764	$7,138,350 â–¼	-66.4%	22,800	0.2%	Utilities
CHENIERE ENERGY INC	$3,612,636	$3,612,636 â–²	New Holding	15,115	0.2%	COM NEW
TRP TC Energy	$3,603,326	$3,603,326 â–²	New Holding	54,357	0.2%	Energy
WFRD Weatherford International	$3,536,285	$3,536,285 â–²	New Holding	43,390	0.2%	Energy
KAR OPENLANE	$3,411,414	$3,894,747 â–¼	-53.3%	82,721	0.2%	Industrials
GREENLAND ENERGY CO	$3,362,788	$3,362,788 â–²	New Holding	1,528,540	0.2%	SHS
HP Helmerich & Payne	$3,274,000	$3,274,000 â–²	New Holding	100,000	0.2%	Energy
AN AutoNation	$3,157,315	$371,952 â–¼	-10.5%	16,994	0.2%	Consumer Discretionary
WHITEHAWK MINERALS CORP	$3,122,600	$3,122,600 â–²	New Holding	112,243	0.2%	CL A
GT Goodyear Tire & Rubber	$2,968,898	$2,968,898 â–²	New Holding	449,833	0.2%	Consumer Discretionary
NESR National Energy Services Reunited	$2,903,479	$5,877,174 â–¼	-66.9%	97,009	0.2%	Energy
ST Sensata Technologies	$2,803,484	$2,732,733 â–¼	-49.4%	58,724	0.2%	Industrials
AGCO AGCO	$2,753,100	$2,753,100 â–²	New Holding	23,000	0.2%	Industrials
RES RPC	$2,721,706	$2,506,247 â–²	1,163.2%	466,845	0.1%	Energy
INVZ Innoviz Technologies	$2,681,616	$821,377 â–²	44.2%	3,522,880	0.1%	Consumer Discretionary
STRL Sterling Infrastructure	$2,649,020	$5,481,020 â–¼	-67.4%	3,156	0.1%	Industrials
AMPX Amprius Technologies	$2,583,407	$2,093,969 â–²	427.8%	186,393	0.1%	Industrials
FLS Flowserve	$2,582,177	$3,695,467 â–¼	-58.9%	34,819	0.1%	Industrials
KINETIK HOLDINGS INC	$2,556,654	$19,720,978 â–¼	-88.5%	52,889	0.1%	COM NEW CL A
TM Toyota Motor	$2,555,268	$1,708,284 â–¼	-40.1%	15,172	0.1%	Consumer Discretionary
AIRJOULE TECHNOLOGIES CORP	$2,533,422	$5,407,336 â–¼	-68.1%	1,948,786	0.1%	*W EXP 03/15/202
WLK Westlake	$2,524,997	$2,524,997 â–²	New Holding	34,589	0.1%	Materials
SPY SPDR S&P 500 ETF Trust	$2,240,310		0.0%	3,000	0.1%	ETF
TSLA Tesla	$2,171,137	$185,064 â–¼	-7.9%	5,162	0.1%	Consumer Discretionary
ALLY Ally Financial	$2,139,248	$1,150,542 â–²	116.4%	46,556	0.1%	Finance
BWA BorgWarner	$2,087,948	$2,087,948 â–²	New Holding	31,445	0.1%	Consumer Discretionary
AM Antero Midstream	$2,053,893	$15,348,767 â–¼	-88.2%	90,281	0.1%	Energy
IDR Idaho Strategic Resources	$1,982,783	$7,748,813 â–¼	-79.6%	60,543	0.1%	Materials
ASPI ASP Isotopes	$1,877,426	$151,706 â–¼	-7.5%	301,837	0.1%	Materials
IREN IREN	$1,765,361	$1,765,361 â–²	New Holding	38,604	0.1%	Technology

Showing largest 100 holdings. View all holdings.

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Hite Hedge Asset Management LLC Top Holdings and 13F Report (2026)

About Hite Hedge Asset Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Hite Hedge Asset Management LLC Top Holdings and 13F Report (2026)

About Hite Hedge Asset Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHite Hedge Asset Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools