HITE Hedge Asset Management LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$1.6T

Holdings

121

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (121 positions)

#	Stock	Shares	Value	% Portfolio
1	PORPORTLAND GEN ELEC CO	2,654,761	$127.4B	8.13%
2	XELXCEL ENERGY INC	1,668,743	$123.3B	7.86%
3	ETRENTERGY CORP NEW	1,062,870	$98.2B	6.27%
4	DTEDTE ENERGY CO	471,367	$60.8B	3.88%
5	NINISOURCE INC	1,420,828	$59.3B	3.78%
6	AEEAMEREN CORP	557,700	$55.7B	3.55%
7	TBNTAMBORAN RES CORP	2,036,603	$55.5B	3.54%
8	EQTEQT CORP	825,515	$44.2B	2.82%
9	EVRGEVERGY INC	586,192	$42.5B	2.71%
10	ADNTADIENT PLC	1,924,117	$36.9B	2.35%
11	LNTALLIANT ENERGY CORP	500,591	$32.5B	2.08%
12	AEPAMERICAN ELEC PWR CO INC	277,787	$32.0B	2.04%
13	MGYMAGNOLIA OIL & GAS CORP	1,454,388	$31.8B	2.03%
14	CTRACOTERRA ENERGY INC	1,203,829	$31.7B	2.02%
15	OVVOVINTIV INC	794,980	$31.2B	1.99%
16	SUSUNCOR ENERGY INC NEW	698,673	$31.0B	1.98%
17	VNOMUSDVIPER ENERGY INC	726,136	$28.1B	1.79%
18	BKVBKV CORP	1,000,839	$27.2B	1.73%
19	KRSPRICE ACQUISITION CORP 3	2,300,654	$23.6B	1.50%
20	CHRDCHORD ENERGY CORPORATION	247,048	$22.9B	1.46%
21	CRGYCRESCENT ENERGY COMPANY	2,678,232	$22.5B	1.43%
22	FFORD MTR CO	1,452,916	$19.1B	1.22%
23	ESEVERSOURCE ENERGY	280,391	$18.9B	1.20%
24	QQNITY ELECTRONICS INC	217,384	$17.7B	1.13%
25	BETABETA TECHNOLOGIES INC	612,868	$17.3B	1.10%
26	PHINPHINIA INC	241,116	$15.1B	0.96%
27	FEFIRSTENERGY CORP	334,504	$15.0B	0.96%
28	GMGENERAL MTRS CO	182,460	$14.8B	0.95%
29	NESRNATIONAL ENERGY SERVICES REU	919,381	$14.4B	0.92%
30	GPIGROUP 1 AUTOMOTIVE INC	35,263	$13.9B	0.88%
31	PPLPPL CORP	394,351	$13.8B	0.88%
32	4DHDANA INC	570,607	$13.6B	0.86%
33	MDUMDU RES GROUP INC	690,000	$13.5B	0.86%
34	MPMP MATERIALS CORP	263,099	$13.3B	0.85%
35	TMTOYOTA MOTOR CORP	50,609	$10.8B	0.69%
36	BTEBAYTEX ENERGY CORP	3,311,203	$10.7B	0.68%
37	OKEONEOK INC NEW	143,546	$10.6B	0.67%
38	IFFINTERNATIONAL FLAVORS&FRAGRA	152,665	$10.3B	0.66%
39	DINOHF SINCLAIR CORP	219,672	$10.1B	0.65%
40	FDXFEDEX CORP	34,025	$9.8B	0.63%
41	DCHAMERICAN AXLE & MFG HLDGS IN	1,472,714	$9.4B	0.60%
42	CVXCHEVRON CORP NEW	59,944	$9.1B	0.58%
43	COPCONOCOPHILLIPS	95,770	$9.0B	0.57%
44	UTLUNITIL CORP	182,218	$8.8B	0.56%
45	STLASTELLANTIS N.V	797,453	$8.7B	0.55%
46	KGSKODIAK GAS SVCS INC	231,116	$8.6B	0.55%
47	ITRIITRON INC	92,298	$8.6B	0.55%
48	STRLSTERLING INFRASTRUCTURE INC	26,755	$8.2B	0.52%
49	CNPCENTERPOINT ENERGY INC	207,033	$7.9B	0.51%
50	AWGASBURY AUTOMOTIVE GROUP INC	34,082	$7.9B	0.51%
51	OCOWENS CORNING NEW	67,790	$7.6B	0.48%
52	OKLOOKLO INC	103,643	$7.4B	0.47%
53	RALRALLIANT CORP	141,390	$7.2B	0.46%
54	EMREMERSON ELEC CO	51,325	$6.8B	0.43%
55	GLNGGOLAR LNG LTD	176,977	$6.6B	0.42%
56	GPORGULFPORT ENERGY CORP	28,977	$6.0B	0.38%
57	OSKOSHKOSH CORP	46,336	$5.8B	0.37%
58	ARECAMERICAN RES CORP	2,318,401	$5.7B	0.37%
59	WBIWATERBRIDGE INFRASTRUCTURE L	284,689	$5.7B	0.36%
60	ARANTERO RESOURCES CORP	162,709	$5.6B	0.36%
61	PCARPACCAR INC	50,758	$5.6B	0.35%
62	EEEXCELERATE ENERGY INC	191,930	$5.4B	0.34%
63	TTITETRA TECHNOLOGIES INC DEL	571,133	$5.4B	0.34%
64	HYLNHYLIION HOLDINGS CORP	2,827,742	$5.2B	0.33%
65	AIRJWAIRJOULE TECHNOLOGIES CORP	6,108,275	$5.2B	0.33%
66	CDECOEUR MNG INC	274,671	$4.9B	0.31%
67	EVGOEVGO INC	1,624,427	$4.7B	0.30%
68	USARUSA RARE EARTH INC	368,918	$4.4B	0.28%
69	UEOWESTLAKE CORPORATION	52,153	$3.9B	0.25%
70	IDRIDAHO STRATEGIC RESOURCES	91,930	$3.7B	0.24%
71	EXEEXPAND ENERGY CORPORATION	33,056	$3.6B	0.23%
72	NVTNVENT ELECTRIC PLC	34,309	$3.5B	0.22%
73	AESAES CORP	241,451	$3.5B	0.22%
74	MTZMASTEC INC	15,864	$3.4B	0.22%
75	—NIOCORP DEVS LTD	634,906	$3.4B	0.21%
76	GEVGE VERNOVA INC	5,000	$3.3B	0.21%
77	TELTE CONNECTIVITY PLC	14,068	$3.2B	0.20%
78	SOLSSOLSTICE ADVANCED MATLS INC	64,536	$3.1B	0.20%
79	SMSM ENERGY CO	166,923	$3.1B	0.20%
80	OLNOLIN CORP	146,381	$3.0B	0.19%
81	NVDANVIDIA CORPORATION	15,673	$2.9B	0.19%
82	UREUR-ENERGY INC	2,065,501	$2.9B	0.18%
83	MODMODINE MFG CO	21,086	$2.8B	0.18%
84	COPXGLOBAL X FDS	38,231	$2.7B	0.18%
85	WRDWERIDE INC	313,879	$2.7B	0.17%
86	EVEXEVE HLDG INC	619,277	$2.5B	0.16%
87	ASPIASP ISOTOPES INC	449,883	$2.4B	0.15%
88	LBLANDBRIDGE COMPANY LLC	47,105	$2.3B	0.15%
89	SPYSPDR S&P 500 ETF TR	3,000	$2.0B	0.13%
90	MBLYMOBILEYE GLOBAL INC	195,028	$2.0B	0.13%
91	TSLATESLA INC	4,479	$2.0B	0.13%
92	NSPINSPERITY INC	51,451	$2.0B	0.13%
93	LYFTLYFT INC	96,631	$1.9B	0.12%
94	BKHBLACK HILLS CORP	25,000	$1.7B	0.11%
95	NPWRNET POWER INC	749,091	$1.7B	0.11%
96	APHAMPHENOL CORP NEW	11,790	$1.6B	0.10%
97	APTVAPTIV PLC	16,797	$1.3B	0.08%
98	AQN.TOALGONQUIN PWR UTILS CORP	200,000	$1.2B	0.08%
99	GNTXGENTEX CORP	50,186	$1.2B	0.07%
100	STSENSATA TECHNOLOGIES HLDG PL	33,367	$1.1B	0.07%

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