Filed: 8/14/2025ACC: 0001062993-25-014370
📋 What this filing means
HITE HEDGE ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 111 equity positions with a total reported market value of $1.74B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
111
Positions
$1.74B
Total AUM (reported)
65.36M
Total Shares
Allocation by class
COM$1.22B70.0%
COM NEW$151.31M8.7%
SHS$61.85M3.5%
ORD SHS$52.75M3.0%
CL A COM$45.16M2.6%
COMMON SHARES$34.08M2.0%
ADS$32.79M1.9%
Portfolio Concentration
Top 3$297.37M17.1%
4–10$398.14M22.8%
11–25$490.80M28.1%
Rest$557.67M32.0%
Top 3 weight
17.1%
Top 10 weight
39.9%
Voting Authority Distribution
Total shares with voting rights: 65.36M
Sole
Full voting authority
65.36M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole111
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings111
Rows:
DTE ENERGY CO
SOLEShares1.03M
TypeSH
Market value$137.09M
7.86%
Sole
1.03M
Shared
0.00
None
0.00
PORTLAND GEN ELEC CO
SOLEShares2.13M
TypeSH
Market value$86.66M
4.97%
Sole
2.13M
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares820.44K
TypeSH
Market value$73.63M
4.22%
Sole
820.44K
Shared
0.00
None
0.00
EVERGY INC
SOLEShares1M
TypeSH
Market value$69.15M
3.97%
Sole
1M
Shared
0.00
None
0.00
AMEREN CORP
SOLEShares659.88K
TypeSH
Market value$63.37M
3.63%
Sole
659.88K
Shared
0.00
None
0.00
LITHIA MTRS INC
SOLEShares174.54K
TypeSH
Market value$58.96M
3.38%
Sole
174.54K
Shared
0.00
None
0.00
XCEL ENERGY INC
SOLEShares827.87K
TypeSH
Market value$56.38M
3.23%
Sole
827.87K
Shared
0.00
None
0.00
CHORD ENERGY CORPORATION
SOLEShares532.22K
TypeSH
Market value$51.55M
2.96%
Sole
532.22K
Shared
0.00
None
0.00
CENTERPOINT ENERGY INC
SOLEShares1.38M
TypeSH
Market value$50.72M
2.91%
Sole
1.38M
Shared
0.00
None
0.00
ENTERGY CORP NEW
SOLEShares577.60K
TypeSH
Market value$48.01M
2.75%
Sole
577.60K
Shared
0.00
None
0.00
ADIENT PLC
SOLEShares2.40M
TypeSH
Market value$46.61M
2.67%
Sole
2.40M
Shared
0.00
None
0.00
ANTERO RESOURCES CORP
SOLEShares1.13M
TypeSH
Market value$45.48M
2.61%
Sole
1.13M
Shared
0.00
None
0.00
DEVON ENERGY CORP NEW
SOLEShares1.35M
TypeSH
Market value$43.06M
2.47%
Sole
1.35M
Shared
0.00
None
0.00
GOLAR LNG LTD
SOLEShares909.83K
TypeSH
Market value$37.48M
2.15%
Sole
909.83K
Shared
0.00
None
0.00
CRESCENT ENERGY COMPANY
SOLEShares4.08M
TypeSH
Market value$35.12M
2.01%
Sole
4.08M
Shared
0.00
None
0.00
NISOURCE INC
SOLEShares856.16K
TypeSH
Market value$34.54M
1.98%
Sole
856.16K
Shared
0.00
None
0.00
GULFPORT ENERGY CORP
SOLEShares169.43K
TypeSH
Market value$34.08M
1.95%
Sole
169.43K
Shared
0.00
None
0.00
TOYOTA MOTOR CORP
SOLEShares190.33K
TypeSH
Market value$32.79M
1.88%
Sole
190.33K
Shared
0.00
None
0.00
PINNACLE WEST CAP CORP
SOLEShares351.57K
TypeSH
Market value$31.46M
1.80%
Sole
351.57K
Shared
0.00
None
0.00
ALLIANT ENERGY CORP
SOLEShares432.45K
TypeSH
Market value$26.15M
1.50%
Sole
432.45K
Shared
0.00
None
0.00
TAMBORAN RES CORP
SOLEShares1.21M
TypeSH
Market value$25.73M
1.48%
Sole
1.21M
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares219.47K
TypeSH
Market value$25.66M
1.47%
Sole
219.47K
Shared
0.00
None
0.00
APTIV PLC
SOLEShares356.10K
TypeSH
Market value$24.29M
1.39%
Sole
356.10K
Shared
0.00
None
0.00
GENERAL MTRS CO
SOLEShares491.68K
TypeSH
Market value$24.20M
1.39%
Sole
491.68K
Shared
0.00
None
0.00
KINETIK HOLDINGS INC
SOLEShares548.36K
TypeSH
Market value$24.16M
1.39%
Sole
548.36K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DTE ENERGY COSOLE | COM | 1.03M | SH | $137.09M 7.86% | 1.03M | 0.00 | 0.00 |
PORTLAND GEN ELEC COSOLE | COM NEW | 2.13M | SH | $86.66M 4.97% | 2.13M | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 820.44K | SH | $73.63M 4.22% | 820.44K | 0.00 | 0.00 |
EVERGY INCSOLE | COM | 1M | SH | $69.15M 3.97% | 1M | 0.00 | 0.00 |
AMEREN CORPSOLE | COM | 659.88K | SH | $63.37M 3.63% | 659.88K | 0.00 | 0.00 |
LITHIA MTRS INCSOLE | COM | 174.54K | SH | $58.96M 3.38% | 174.54K | 0.00 | 0.00 |
XCEL ENERGY INCSOLE | COM | 827.87K | SH | $56.38M 3.23% | 827.87K | 0.00 | 0.00 |
CHORD ENERGY CORPORATIONSOLE | COM NEW | 532.22K | SH | $51.55M 2.96% | 532.22K | 0.00 | 0.00 |
CENTERPOINT ENERGY INCSOLE | COM | 1.38M | SH | $50.72M 2.91% | 1.38M | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 577.60K | SH | $48.01M 2.75% | 577.60K | 0.00 | 0.00 |
ADIENT PLCSOLE | ORD SHS | 2.40M | SH | $46.61M 2.67% | 2.40M | 0.00 | 0.00 |
ANTERO RESOURCES CORPSOLE | COM | 1.13M | SH | $45.48M 2.61% | 1.13M | 0.00 | 0.00 |
DEVON ENERGY CORP NEWSOLE | COM | 1.35M | SH | $43.06M 2.47% | 1.35M | 0.00 | 0.00 |
GOLAR LNG LTDSOLE | SHS | 909.83K | SH | $37.48M 2.15% | 909.83K | 0.00 | 0.00 |
CRESCENT ENERGY COMPANYSOLE | CL A COM | 4.08M | SH | $35.12M 2.01% | 4.08M | 0.00 | 0.00 |
NISOURCE INCSOLE | COM | 856.16K | SH | $34.54M 1.98% | 856.16K | 0.00 | 0.00 |
GULFPORT ENERGY CORPSOLE | COMMON SHARES | 169.43K | SH | $34.08M 1.95% | 169.43K | 0.00 | 0.00 |
TOYOTA MOTOR CORPSOLE | ADS | 190.33K | SH | $32.79M 1.88% | 190.33K | 0.00 | 0.00 |
PINNACLE WEST CAP CORPSOLE | COM | 351.57K | SH | $31.46M 1.80% | 351.57K | 0.00 | 0.00 |
ALLIANT ENERGY CORPSOLE | COM | 432.45K | SH | $26.15M 1.50% | 432.45K | 0.00 | 0.00 |
TAMBORAN RES CORPSOLE | COM | 1.21M | SH | $25.73M 1.48% | 1.21M | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 219.47K | SH | $25.66M 1.47% | 219.47K | 0.00 | 0.00 |
APTIV PLCSOLE | COM SHS | 356.10K | SH | $24.29M 1.39% | 356.10K | 0.00 | 0.00 |
GENERAL MTRS COSOLE | COM | 491.68K | SH | $24.20M 1.39% | 491.68K | 0.00 | 0.00 |
KINETIK HOLDINGS INCSOLE | COM NEW CL A | 548.36K | SH | $24.16M 1.39% | 548.36K | 0.00 | 0.00 |
Page 1 of 5
…