HITE Hedge Asset Management LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.7T
Holdings
111
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (111 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DTEDTE ENERGY CO | 1,034,949 | $137.1B | 7.86% | |
| 2 | PORPORTLAND GEN ELEC CO | 2,132,791 | $86.7B | 4.97% | |
| 3 | COPCONOCOPHILLIPS | 820,437 | $73.6B | 4.22% | |
| 4 | EVRGEVERGY INC | 1,003,207 | $69.2B | 3.97% | |
| 5 | AEEAMEREN CORP | 659,881 | $63.4B | 3.63% | |
| 6 | LADLITHIA MTRS INC | 174,537 | $59.0B | 3.38% | |
| 7 | XELXCEL ENERGY INC | 827,874 | $56.4B | 3.23% | |
| 8 | CHRDCHORD ENERGY CORPORATION | 532,217 | $51.5B | 2.96% | |
| 9 | CNPCENTERPOINT ENERGY INC | 1,380,554 | $50.7B | 2.91% | |
| 10 | ETRENTERGY CORP NEW | 577,602 | $48.0B | 2.75% | |
| 11 | ADNTADIENT PLC | 2,395,268 | $46.6B | 2.67% | |
| 12 | ARANTERO RESOURCES CORP | 1,129,145 | $45.5B | 2.61% | |
| 13 | DVNDEVON ENERGY CORP NEW | 1,353,660 | $43.1B | 2.47% | |
| 14 | GLNGGOLAR LNG LTD | 909,828 | $37.5B | 2.15% | |
| 15 | CRGYCRESCENT ENERGY COMPANY | 4,084,051 | $35.1B | 2.01% | |
| 16 | NINISOURCE INC | 856,157 | $34.5B | 1.98% | |
| 17 | GPORGULFPORT ENERGY CORP | 169,425 | $34.1B | 1.95% | |
| 18 | TMTOYOTA MOTOR CORP | 190,332 | $32.8B | 1.88% | |
| 19 | PNWPINNACLE WEST CAP CORP | 351,573 | $31.5B | 1.80% | |
| 20 | LNTALLIANT ENERGY CORP | 432,450 | $26.2B | 1.50% | |
| 21 | TBNTAMBORAN RES CORP | 1,206,725 | $25.7B | 1.48% | |
| 22 | EXEEXPAND ENERGY CORPORATION | 219,466 | $25.7B | 1.47% | |
| 23 | APTVAPTIV PLC | 356,096 | $24.3B | 1.39% | |
| 24 | GMGENERAL MTRS CO | 491,682 | $24.2B | 1.39% | |
| 25 | KNTKKINETIK HOLDINGS INC | 548,359 | $24.2B | 1.39% | |
| 26 | OVVOVINTIV INC | 620,405 | $23.6B | 1.35% | |
| 27 | PHINPHINIA INC | 449,851 | $20.0B | 1.15% | |
| 28 | PEOEXELON CORP | 425,000 | $18.5B | 1.06% | |
| 29 | KGSKODIAK GAS SVCS INC | 534,906 | $18.3B | 1.05% | |
| 30 | NESRNATIONAL ENERGY SERVICES REU | 2,964,282 | $17.8B | 1.02% | |
| 31 | BKVBKV CORP | 726,474 | $17.5B | 1.00% | |
| 32 | EQTEQT CORP | 266,769 | $15.6B | 0.89% | |
| 33 | EDCONSOLIDATED EDISON INC | 151,200 | $15.2B | 0.87% | |
| 34 | CTRACOTERRA ENERGY INC | 577,933 | $14.7B | 0.84% | |
| 35 | CVECENOVUS ENERGY INC | 977,197 | $13.3B | 0.76% | |
| 36 | PPLPEMBINA PIPELINE CORP | 352,609 | $13.2B | 0.76% | |
| 37 | NVDANVIDIA CORPORATION | 80,041 | $12.6B | 0.73% | |
| 38 | CVXCHEVRON CORP NEW | 86,597 | $12.4B | 0.71% | |
| 39 | CATCATERPILLAR INC | 30,352 | $11.8B | 0.68% | |
| 40 | VNOMUSDVIPER ENERGY INC | 300,861 | $11.5B | 0.66% | |
| 41 | 4DHDANA INC | 639,626 | $11.0B | 0.63% | |
| 42 | WMBWILLIAMS COS INC | 172,058 | $10.8B | 0.62% | |
| 43 | TTENTOTALENERGIES SE | 168,415 | $10.3B | 0.59% | |
| 44 | PPGPPG INDS INC | 88,052 | $10.0B | 0.57% | |
| 45 | PAHUSDELEMENT SOLUTIONS INC | 440,859 | $10.0B | 0.57% | |
| 46 | FLSFLOWSERVE CORP | 189,480 | $9.9B | 0.57% | |
| 47 | EVGOEVGO INC | 2,590,177 | $9.5B | 0.54% | |
| 48 | OKLOOKLO INC | 166,976 | $9.3B | 0.54% | |
| 49 | UEOWESTLAKE CORPORATION | 114,487 | $8.7B | 0.50% | |
| 50 | DCHAMERICAN AXLE & MFG HLDGS IN | 2,034,810 | $8.3B | 0.48% | |
| 51 | KEXKIRBY CORP | 72,493 | $8.2B | 0.47% | |
| 52 | XYLXYLEM INC | 61,730 | $8.0B | 0.46% | |
| 53 | ROKROCKWELL AUTOMATION INC | 23,825 | $7.9B | 0.45% | |
| 54 | VMCVULCAN MATLS CO | 30,183 | $7.9B | 0.45% | |
| 55 | GPIGROUP 1 AUTOMOTIVE INC | 17,645 | $7.7B | 0.44% | |
| 56 | HIIHUNTINGTON INGALLS INDS INC | 30,470 | $7.4B | 0.42% | |
| 57 | EMNEASTMAN CHEM CO | 97,557 | $7.3B | 0.42% | |
| 58 | MTDRMATADOR RES CO | 148,510 | $7.1B | 0.41% | |
| 59 | TRGPTARGA RES CORP | 40,132 | $7.0B | 0.40% | |
| 60 | VLOVALERO ENERGY CORP | 51,918 | $7.0B | 0.40% | |
| 61 | FMCFMC CORP | 161,295 | $6.7B | 0.39% | |
| 62 | SHELSHELL PLC | 95,424 | $6.7B | 0.39% | |
| 63 | SMSM ENERGY CO | 268,023 | $6.6B | 0.38% | |
| 64 | AESIATLAS ENERGY SOLUTIONS INC | 476,653 | $6.4B | 0.37% | |
| 65 | FANGDIAMONDBACK ENERGY INC | 45,474 | $6.2B | 0.36% | |
| 66 | TELTE CONNECTIVITY PLC | 36,400 | $6.1B | 0.35% | |
| 67 | DKDELEK US HLDGS INC NEW | 288,871 | $6.1B | 0.35% | |
| 68 | NXPINXP SEMICONDUCTORS N V | 27,306 | $6.0B | 0.34% | |
| 69 | PAGPENSKE AUTOMOTIVE GRP INC | 31,330 | $5.4B | 0.31% | |
| 70 | OCOWENS CORNING NEW | 36,866 | $5.1B | 0.29% | |
| 71 | SHWSHERWIN WILLIAMS CO | 14,408 | $4.9B | 0.28% | |
| 72 | MOSMOSAIC CO NEW | 132,131 | $4.8B | 0.28% | |
| 73 | PSXPHILLIPS 66 | 39,372 | $4.7B | 0.27% | |
| 74 | NPWRNET POWER INC | 1,678,107 | $4.1B | 0.24% | |
| 75 | INVZINNOVIZ TECHNOLOGIES LTD | 2,500,463 | $4.1B | 0.24% | |
| 76 | AIRJWAIRJOULE TECHNOLOGIES CORP | 6,273,822 | $4.1B | 0.23% | |
| 77 | MPMP MATERIALS CORP | 119,175 | $4.0B | 0.23% | |
| 78 | GTGOODYEAR TIRE & RUBR CO | 324,631 | $3.4B | 0.19% | |
| 79 | DINOHF SINCLAIR CORP | 80,802 | $3.3B | 0.19% | |
| 80 | ORLYOREILLY AUTOMOTIVE INC | 36,396 | $3.3B | 0.19% | |
| 81 | POWLPOWELL INDS INC | 14,041 | $3.0B | 0.17% | |
| 82 | JBHTHUNT J B TRANS SVCS INC | 18,470 | $2.7B | 0.15% | |
| 83 | KNXKNIGHT-SWIFT TRANSN HLDGS IN | 58,934 | $2.6B | 0.15% | |
| 84 | STLASTELLANTIS N.V | 242,271 | $2.4B | 0.14% | |
| 85 | XMESPDR SERIES TRUST | 35,659 | $2.4B | 0.14% | |
| 86 | INRINFINITY NAT RES INC | 129,436 | $2.4B | 0.14% | |
| 87 | RIVNRIVIAN AUTOMOTIVE INC | 170,218 | $2.3B | 0.13% | |
| 88 | ALVAUTOLIV INC | 19,922 | $2.2B | 0.13% | |
| 89 | MRVLMARVELL TECHNOLOGY INC | 28,780 | $2.2B | 0.13% | |
| 90 | WOLF 1.875 12/01/29WOLFSPEED INC | 8,000,000 | $2.0B | 0.12% | |
| 91 | LACLITHIUM AMERS CORP NEW | 735,918 | $2.0B | 0.11% | |
| 92 | CVNACARVANA CO | 5,755 | $1.9B | 0.11% | |
| 93 | AMDADVANCED MICRO DEVICES INC | 13,157 | $1.9B | 0.11% | |
| 94 | HYLNHYLIION HOLDINGS CORP | 1,306,744 | $1.7B | 0.10% | |
| 95 | ASTLALGOMA STL GROUP INC | 214,556 | $1.5B | 0.08% | |
| 96 | MUMICRON TECHNOLOGY INC | 11,698 | $1.4B | 0.08% | |
| 97 | HSAIHESAI GROUP | 57,826 | $1.3B | 0.07% | |
| 98 | LBLANDBRIDGE COMPANY LLC | 17,388 | $1.2B | 0.07% | |
| 99 | SPYSPDR S&P 500 ETF TR | 1,886 | $1.2B | 0.07% | |
| 100 | ADMARCHER DANIELS MIDLAND CO | 18,821 | $993.4M | 0.06% |
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