Filed: 11/13/2025ACC: 0001062993-25-016729
📋 What this filing means
HITE HEDGE ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 115 equity positions with a total reported market value of $1.84B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
115
Positions
$1.84B
Total AUM (reported)
55.55M
Total Shares
Allocation by class
COM$1.29B70.2%
COM NEW$163.65M8.9%
CL A$72.27M3.9%
ORD SHS$50.32M2.7%
CL A COM$47.37M2.6%
COMMON SHARES$45.18M2.5%
COM CL A$41.93M2.3%
Portfolio Concentration
Top 3$324.03M17.6%
4–10$481.12M26.1%
11–25$523.49M28.4%
Rest$514.79M27.9%
Top 3 weight
17.6%
Top 10 weight
43.7%
Voting Authority Distribution
Total shares with voting rights: 55.55M
Sole
Full voting authority
55.55M
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)
Sole115
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings115
Rows:
DTE ENERGY CO
SOLEShares904.18K
TypeSH
Market value$127.88M
6.94%
Sole
904.18K
Shared
0.00
None
0.00
ENTERGY CORP NEW
SOLEShares1.09M
TypeSH
Market value$101.82M
5.52%
Sole
1.09M
Shared
0.00
None
0.00
XCEL ENERGY INC
SOLEShares1.17M
TypeSH
Market value$94.33M
5.12%
Sole
1.17M
Shared
0.00
None
0.00
PORTLAND GEN ELEC CO
SOLEShares2.08M
TypeSH
Market value$91.45M
4.96%
Sole
2.08M
Shared
0.00
None
0.00
AMEREN CORP
SOLEShares714.69K
TypeSH
Market value$74.60M
4.05%
Sole
714.69K
Shared
0.00
None
0.00
NISOURCE INC
SOLEShares1.67M
TypeSH
Market value$72.11M
3.91%
Sole
1.67M
Shared
0.00
None
0.00
CENTERPOINT ENERGY INC
SOLEShares1.65M
TypeSH
Market value$63.94M
3.47%
Sole
1.65M
Shared
0.00
None
0.00
VIPER ENERGY INC
SOLEShares1.66M
TypeSH
Market value$63.52M
3.45%
Sole
1.66M
Shared
0.00
None
0.00
EVERGY INC
SOLEShares767.13K
TypeSH
Market value$58.32M
3.16%
Sole
767.13K
Shared
0.00
None
0.00
CHORD ENERGY CORPORATION
SOLEShares575.39K
TypeSH
Market value$57.18M
3.10%
Sole
575.39K
Shared
0.00
None
0.00
COTERRA ENERGY INC
SOLEShares2.36M
TypeSH
Market value$55.88M
3.03%
Sole
2.36M
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares563.44K
TypeSH
Market value$53.30M
2.89%
Sole
563.44K
Shared
0.00
None
0.00
ADIENT PLC
SOLEShares1.98M
TypeSH
Market value$47.71M
2.59%
Sole
1.98M
Shared
0.00
None
0.00
TAMBORAN RES CORP
SOLEShares1.74M
TypeSH
Market value$47.57M
2.58%
Sole
1.74M
Shared
0.00
None
0.00
GULFPORT ENERGY CORP
SOLEShares249.63K
TypeSH
Market value$45.18M
2.45%
Sole
249.63K
Shared
0.00
None
0.00
LITHIA MTRS INC
SOLEShares130.29K
TypeSH
Market value$41.17M
2.23%
Sole
130.29K
Shared
0.00
None
0.00
PPL CORP
SOLEShares1.06M
TypeSH
Market value$39.28M
2.13%
Sole
1.06M
Shared
0.00
None
0.00
CRESCENT ENERGY COMPANY
SOLEShares3.15M
TypeSH
Market value$28.14M
1.53%
Sole
3.15M
Shared
0.00
None
0.00
ALLIANT ENERGY CORP
SOLEShares409.53K
TypeSH
Market value$27.61M
1.50%
Sole
409.53K
Shared
0.00
None
0.00
ANTERO RESOURCES CORP
SOLEShares755.14K
TypeSH
Market value$25.34M
1.37%
Sole
755.14K
Shared
0.00
None
0.00
APTIV PLC
SOLEShares275.38K
TypeSH
Market value$23.74M
1.29%
Sole
275.38K
Shared
0.00
None
0.00
GENERAL MTRS CO
SOLEShares381.44K
TypeSH
Market value$23.26M
1.26%
Sole
381.44K
Shared
0.00
None
0.00
KIRBY CORP
SOLEShares273.35K
TypeSH
Market value$22.81M
1.24%
Sole
273.35K
Shared
0.00
None
0.00
TOYOTA MOTOR CORP
SOLEShares113.70K
TypeSH
Market value$21.73M
1.18%
Sole
113.70K
Shared
0.00
None
0.00
BKV CORP
SOLEShares897.64K
TypeSH
Market value$20.76M
1.13%
Sole
897.64K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DTE ENERGY COSOLE | COM | 904.18K | SH | $127.88M 6.94% | 904.18K | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 1.09M | SH | $101.82M 5.52% | 1.09M | 0.00 | 0.00 |
XCEL ENERGY INCSOLE | COM | 1.17M | SH | $94.33M 5.12% | 1.17M | 0.00 | 0.00 |
PORTLAND GEN ELEC COSOLE | COM NEW | 2.08M | SH | $91.45M 4.96% | 2.08M | 0.00 | 0.00 |
AMEREN CORPSOLE | COM | 714.69K | SH | $74.60M 4.05% | 714.69K | 0.00 | 0.00 |
NISOURCE INCSOLE | COM | 1.67M | SH | $72.11M 3.91% | 1.67M | 0.00 | 0.00 |
CENTERPOINT ENERGY INCSOLE | COM | 1.65M | SH | $63.94M 3.47% | 1.65M | 0.00 | 0.00 |
VIPER ENERGY INCSOLE | CL A | 1.66M | SH | $63.52M 3.45% | 1.66M | 0.00 | 0.00 |
EVERGY INCSOLE | COM | 767.13K | SH | $58.32M 3.16% | 767.13K | 0.00 | 0.00 |
CHORD ENERGY CORPORATIONSOLE | COM NEW | 575.39K | SH | $57.18M 3.10% | 575.39K | 0.00 | 0.00 |
COTERRA ENERGY INCSOLE | COM | 2.36M | SH | $55.88M 3.03% | 2.36M | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 563.44K | SH | $53.30M 2.89% | 563.44K | 0.00 | 0.00 |
ADIENT PLCSOLE | ORD SHS | 1.98M | SH | $47.71M 2.59% | 1.98M | 0.00 | 0.00 |
TAMBORAN RES CORPSOLE | COM | 1.74M | SH | $47.57M 2.58% | 1.74M | 0.00 | 0.00 |
GULFPORT ENERGY CORPSOLE | COMMON SHARES | 249.63K | SH | $45.18M 2.45% | 249.63K | 0.00 | 0.00 |
LITHIA MTRS INCSOLE | COM | 130.29K | SH | $41.17M 2.23% | 130.29K | 0.00 | 0.00 |
PPL CORPSOLE | COM | 1.06M | SH | $39.28M 2.13% | 1.06M | 0.00 | 0.00 |
CRESCENT ENERGY COMPANYSOLE | CL A COM | 3.15M | SH | $28.14M 1.53% | 3.15M | 0.00 | 0.00 |
ALLIANT ENERGY CORPSOLE | COM | 409.53K | SH | $27.61M 1.50% | 409.53K | 0.00 | 0.00 |
ANTERO RESOURCES CORPSOLE | COM | 755.14K | SH | $25.34M 1.37% | 755.14K | 0.00 | 0.00 |
APTIV PLCSOLE | COM SHS | 275.38K | SH | $23.74M 1.29% | 275.38K | 0.00 | 0.00 |
GENERAL MTRS COSOLE | COM | 381.44K | SH | $23.26M 1.26% | 381.44K | 0.00 | 0.00 |
KIRBY CORPSOLE | COM | 273.35K | SH | $22.81M 1.24% | 273.35K | 0.00 | 0.00 |
TOYOTA MOTOR CORPSOLE | ADS | 113.70K | SH | $21.73M 1.18% | 113.70K | 0.00 | 0.00 |
BKV CORPSOLE | COM | 897.64K | SH | $20.76M 1.13% | 897.64K | 0.00 | 0.00 |
Page 1 of 5
…