Filed: 2/13/2026ACC: 0001062993-26-000890
📋 What this filing means
HITE HEDGE ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 121 equity positions with a total reported market value of $1.57B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
121
Positions
$1.57B
Total AUM (reported)
63.51M
Total Shares
Allocation by class
COM$1.07B68.5%
COM NEW$162.27M10.3%
CL A$69.54M4.4%
ORD SHS$40.09M2.6%
COMMON STOCK$39.31M2.5%
SHS$35.32M2.3%
CL A COM$35.00M2.2%
Portfolio Concentration
Top 3$348.90M22.3%
4–10$354.91M22.6%
11–25$387.40M24.7%
Rest$476.78M30.4%
Top 3 weight
22.3%
Top 10 weight
44.9%
Voting Authority Distribution
Total shares with voting rights: 62.58M
Sole
Full voting authority
62.58M
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)
Sole121
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings121
Rows:
PORTLAND GEN ELEC CO
SOLEShares2.65M
TypeSH
Market value$127.40M
8.13%
Sole
2.65M
Shared
0.00
None
0.00
XCEL ENERGY INC
SOLEShares1.67M
TypeSH
Market value$123.25M
7.86%
Sole
1.67M
Shared
0.00
None
0.00
ENTERGY CORP NEW
SOLEShares1.06M
TypeSH
Market value$98.24M
6.27%
Sole
1.06M
Shared
0.00
None
0.00
DTE ENERGY CO
SOLEShares471.37K
TypeSH
Market value$60.80M
3.88%
Sole
471.37K
Shared
0.00
None
0.00
NISOURCE INC
SOLEShares1.42M
TypeSH
Market value$59.33M
3.78%
Sole
1.42M
Shared
0.00
None
0.00
AMEREN CORP
SOLEShares557.70K
TypeSH
Market value$55.69M
3.55%
Sole
557.70K
Shared
0.00
None
0.00
TAMBORAN RES CORP
SOLEShares2.04M
TypeSH
Market value$55.46M
3.54%
Sole
2.04M
Shared
0.00
None
0.00
EQT CORP
SOLEShares825.51K
TypeSH
Market value$44.25M
2.82%
Sole
825.51K
Shared
0.00
None
0.00
EVERGY INC
SOLEShares586.19K
TypeSH
Market value$42.49M
2.71%
Sole
586.19K
Shared
0.00
None
0.00
ADIENT PLC
SOLEShares1.92M
TypeSH
Market value$36.89M
2.35%
Sole
1.92M
Shared
0.00
None
0.00
ALLIANT ENERGY CORP
SOLEShares500.59K
TypeSH
Market value$32.54M
2.08%
Sole
500.59K
Shared
0.00
None
0.00
AMERICAN ELEC PWR CO INC
SOLEShares277.79K
TypeSH
Market value$32.03M
2.04%
Sole
277.79K
Shared
0.00
None
0.00
MAGNOLIA OIL & GAS CORP
SOLEShares1.45M
TypeSH
Market value$31.84M
2.03%
Sole
1.45M
Shared
0.00
None
0.00
COTERRA ENERGY INC
SOLEShares1.20M
TypeSH
Market value$31.68M
2.02%
Sole
1.20M
Shared
0.00
None
0.00
OVINTIV INC
SOLEShares794.98K
TypeSH
Market value$31.16M
1.99%
Sole
794.98K
Shared
0.00
None
0.00
SUNCOR ENERGY INC NEW
SOLEShares698.67K
TypeSH
Market value$30.99M
1.98%
Sole
698.67K
Shared
0.00
None
0.00
VIPER ENERGY INC
SOLEShares726.14K
TypeSH
Market value$28.05M
1.79%
Sole
726.14K
Shared
0.00
None
0.00
BKV CORP
SOLEShares1M
TypeSH
Market value$27.17M
1.73%
Sole
1M
Shared
0.00
None
0.00
RICE ACQUISITION CORP 3
SOLEShares2.30M
TypeSH
Market value$23.58M
1.50%
Sole
2.30M
Shared
0.00
None
0.00
CHORD ENERGY CORPORATION
SOLEShares247.05K
TypeSH
Market value$22.90M
1.46%
Sole
247.05K
Shared
0.00
None
0.00
CRESCENT ENERGY COMPANY
SOLEShares2.68M
TypeSH
Market value$22.47M
1.43%
Sole
2.68M
Shared
0.00
None
0.00
FORD MTR CO
SOLEShares1.45M
TypeSH
Market value$19.06M
1.22%
Sole
1.45M
Shared
0.00
None
0.00
EVERSOURCE ENERGY
SOLEShares280.39K
TypeSH
Market value$18.88M
1.20%
Sole
280.39K
Shared
0.00
None
0.00
QNITY ELECTRONICS INC
SOLEShares217.38K
TypeSH
Market value$17.75M
1.13%
Sole
217.38K
Shared
0.00
None
0.00
BETA TECHNOLOGIES INC
SOLEShares612.87K
TypeSH
Market value$17.29M
1.10%
Sole
612.87K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PORTLAND GEN ELEC COSOLE | COM NEW | 2.65M | SH | $127.40M 8.13% | 2.65M | 0.00 | 0.00 |
XCEL ENERGY INCSOLE | COM | 1.67M | SH | $123.25M 7.86% | 1.67M | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 1.06M | SH | $98.24M 6.27% | 1.06M | 0.00 | 0.00 |
DTE ENERGY COSOLE | COM | 471.37K | SH | $60.80M 3.88% | 471.37K | 0.00 | 0.00 |
NISOURCE INCSOLE | COM | 1.42M | SH | $59.33M 3.78% | 1.42M | 0.00 | 0.00 |
AMEREN CORPSOLE | COM | 557.70K | SH | $55.69M 3.55% | 557.70K | 0.00 | 0.00 |
TAMBORAN RES CORPSOLE | COM | 2.04M | SH | $55.46M 3.54% | 2.04M | 0.00 | 0.00 |
EQT CORPSOLE | COM | 825.51K | SH | $44.25M 2.82% | 825.51K | 0.00 | 0.00 |
EVERGY INCSOLE | COM | 586.19K | SH | $42.49M 2.71% | 586.19K | 0.00 | 0.00 |
ADIENT PLCSOLE | ORD SHS | 1.92M | SH | $36.89M 2.35% | 1.92M | 0.00 | 0.00 |
ALLIANT ENERGY CORPSOLE | COM | 500.59K | SH | $32.54M 2.08% | 500.59K | 0.00 | 0.00 |
AMERICAN ELEC PWR CO INCSOLE | COM | 277.79K | SH | $32.03M 2.04% | 277.79K | 0.00 | 0.00 |
MAGNOLIA OIL & GAS CORPSOLE | CL A | 1.45M | SH | $31.84M 2.03% | 1.45M | 0.00 | 0.00 |
COTERRA ENERGY INCSOLE | COM | 1.20M | SH | $31.68M 2.02% | 1.20M | 0.00 | 0.00 |
OVINTIV INCSOLE | COM | 794.98K | SH | $31.16M 1.99% | 794.98K | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 698.67K | SH | $30.99M 1.98% | 698.67K | 0.00 | 0.00 |
VIPER ENERGY INCSOLE | CL A | 726.14K | SH | $28.05M 1.79% | 726.14K | 0.00 | 0.00 |
BKV CORPSOLE | COM | 1M | SH | $27.17M 1.73% | 1M | 0.00 | 0.00 |
RICE ACQUISITION CORP 3SOLE | ORD SHS CL A | 2.30M | SH | $23.58M 1.50% | 2.30M | 0.00 | 0.00 |
CHORD ENERGY CORPORATIONSOLE | COM NEW | 247.05K | SH | $22.90M 1.46% | 247.05K | 0.00 | 0.00 |
CRESCENT ENERGY COMPANYSOLE | CL A COM | 2.68M | SH | $22.47M 1.43% | 2.68M | 0.00 | 0.00 |
FORD MTR COSOLE | COM | 1.45M | SH | $19.06M 1.22% | 1.45M | 0.00 | 0.00 |
EVERSOURCE ENERGYSOLE | COM | 280.39K | SH | $18.88M 1.20% | 280.39K | 0.00 | 0.00 |
QNITY ELECTRONICS INCSOLE | COMMON STOCK | 217.38K | SH | $17.75M 1.13% | 217.38K | 0.00 | 0.00 |
BETA TECHNOLOGIES INCSOLE | COM SHS CL A | 612.87K | SH | $17.29M 1.10% | 612.87K | 0.00 | 0.00 |
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