Filed: 5/15/2026ACC: 0001062993-26-002648
📋 What this filing means
HITE HEDGE ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 126 equity positions with a total reported market value of $1.77B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
126
Positions
$1.77B
Total AUM (reported)
63.99M
Total Shares
Allocation by class
COM$1.17B65.9%
COM NEW$202.06M11.4%
CL A$69.65M3.9%
COM SHS CL A$56.44M3.2%
CL A COM$39.76M2.2%
ORD SHS$38.48M2.2%
COMMON SHARES$31.36M1.8%
Portfolio Concentration
Top 3$337.96M19.1%
4–10$399.74M22.6%
11–25$464.88M26.2%
Rest$569.22M32.1%
Top 3 weight
19.1%
Top 10 weight
41.6%
Voting Authority Distribution
Total shares with voting rights: 63.06M
Sole
Full voting authority
63.06M
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)
Sole126
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings126
Rows:
PORTLAND GEN ELEC CO
SOLEShares2.69M
TypeSH
Market value$142.00M
8.01%
Sole
2.69M
Shared
0.00
None
0.00
TAMBORAN RES CORP
SOLEShares2.08M
TypeSH
Market value$103.79M
5.86%
Sole
2.08M
Shared
0.00
None
0.00
XCEL ENERGY INC
SOLEShares1.16M
TypeSH
Market value$92.16M
5.20%
Sole
1.16M
Shared
0.00
None
0.00
ENTERGY CORP NEW
SOLEShares763.08K
TypeSH
Market value$85.74M
4.84%
Sole
763.08K
Shared
0.00
None
0.00
DTE ENERGY CO
SOLEShares511.37K
TypeSH
Market value$74.77M
4.22%
Sole
511.37K
Shared
0.00
None
0.00
COTERRA ENERGY INC
SOLEShares1.87M
TypeSH
Market value$65.63M
3.70%
Sole
1.87M
Shared
0.00
None
0.00
AMEREN CORP
SOLEShares422.26K
TypeSH
Market value$46.42M
2.62%
Sole
422.26K
Shared
0.00
None
0.00
DIAMONDBACK ENERGY INC
SOLEShares219.68K
TypeSH
Market value$43.45M
2.45%
Sole
219.68K
Shared
0.00
None
0.00
AMERICAN ELEC PWR CO INC
SOLEShares326.42K
TypeSH
Market value$42.79M
2.41%
Sole
326.42K
Shared
0.00
None
0.00
NISOURCE INC
SOLEShares877.44K
TypeSH
Market value$40.94M
2.31%
Sole
877.44K
Shared
0.00
None
0.00
EVERGY INC
SOLEShares480.89K
TypeSH
Market value$39.39M
2.22%
Sole
480.89K
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares351.39K
TypeSH
Market value$38.58M
2.18%
Sole
351.39K
Shared
0.00
None
0.00
CHORD ENERGY CORPORATION
SOLEShares260.13K
TypeSH
Market value$36.99M
2.09%
Sole
260.13K
Shared
0.00
None
0.00
ADIENT PLC
SOLEShares1.80M
TypeSH
Market value$36.31M
2.05%
Sole
1.80M
Shared
0.00
None
0.00
ALLIANT ENERGY CORP
SOLEShares449.59K
TypeSH
Market value$32.26M
1.82%
Sole
449.59K
Shared
0.00
None
0.00
MDU RES GROUP INC
SOLEShares1.55M
TypeSH
Market value$32.12M
1.81%
Sole
1.55M
Shared
0.00
None
0.00
GULFPORT ENERGY CORP
SOLEShares148.20K
TypeSH
Market value$31.36M
1.77%
Sole
148.20K
Shared
0.00
None
0.00
VIPER ENERGY INC
SOLEShares627.97K
TypeSH
Market value$29.51M
1.67%
Sole
627.97K
Shared
0.00
None
0.00
FORGENT POWER SOLUTIONS INC
SOLEShares974.60K
TypeSH
Market value$28.53M
1.61%
Sole
974.60K
Shared
0.00
None
0.00
CONSOLIDATED EDISON INC
SOLEShares250.03K
TypeSH
Market value$28.30M
1.60%
Sole
250.03K
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares384.97K
TypeSH
Market value$28.02M
1.58%
Sole
384.97K
Shared
0.00
None
0.00
BETA TECHNOLOGIES INC
SOLEShares1.90M
TypeSH
Market value$27.91M
1.58%
Sole
1.90M
Shared
0.00
None
0.00
FORD MTR CO
SOLEShares2.38M
TypeSH
Market value$27.51M
1.55%
Sole
2.38M
Shared
0.00
None
0.00
BKV CORP
SOLEShares855.48K
TypeSH
Market value$24.40M
1.38%
Sole
855.48K
Shared
0.00
None
0.00
RICE ACQUISITION CORP 3
SOLEShares2.30M
TypeSH
Market value$23.72M
1.34%
Sole
2.30M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PORTLAND GEN ELEC COSOLE | COM NEW | 2.69M | SH | $142.00M 8.01% | 2.69M | 0.00 | 0.00 |
TAMBORAN RES CORPSOLE | COM | 2.08M | SH | $103.79M 5.86% | 2.08M | 0.00 | 0.00 |
XCEL ENERGY INCSOLE | COM | 1.16M | SH | $92.16M 5.20% | 1.16M | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 763.08K | SH | $85.74M 4.84% | 763.08K | 0.00 | 0.00 |
DTE ENERGY COSOLE | COM | 511.37K | SH | $74.77M 4.22% | 511.37K | 0.00 | 0.00 |
COTERRA ENERGY INCSOLE | COM | 1.87M | SH | $65.63M 3.70% | 1.87M | 0.00 | 0.00 |
AMEREN CORPSOLE | COM | 422.26K | SH | $46.42M 2.62% | 422.26K | 0.00 | 0.00 |
DIAMONDBACK ENERGY INCSOLE | COM | 219.68K | SH | $43.45M 2.45% | 219.68K | 0.00 | 0.00 |
AMERICAN ELEC PWR CO INCSOLE | COM | 326.42K | SH | $42.79M 2.41% | 326.42K | 0.00 | 0.00 |
NISOURCE INCSOLE | COM | 877.44K | SH | $40.94M 2.31% | 877.44K | 0.00 | 0.00 |
EVERGY INCSOLE | COM | 480.89K | SH | $39.39M 2.22% | 480.89K | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 351.39K | SH | $38.58M 2.18% | 351.39K | 0.00 | 0.00 |
CHORD ENERGY CORPORATIONSOLE | COM NEW | 260.13K | SH | $36.99M 2.09% | 260.13K | 0.00 | 0.00 |
ADIENT PLCSOLE | ORD SHS | 1.80M | SH | $36.31M 2.05% | 1.80M | 0.00 | 0.00 |
ALLIANT ENERGY CORPSOLE | COM | 449.59K | SH | $32.26M 1.82% | 449.59K | 0.00 | 0.00 |
MDU RES GROUP INCSOLE | COM | 1.55M | SH | $32.12M 1.81% | 1.55M | 0.00 | 0.00 |
GULFPORT ENERGY CORPSOLE | COMMON SHARES | 148.20K | SH | $31.36M 1.77% | 148.20K | 0.00 | 0.00 |
VIPER ENERGY INCSOLE | CL A | 627.97K | SH | $29.51M 1.67% | 627.97K | 0.00 | 0.00 |
FORGENT POWER SOLUTIONS INCSOLE | COM SHS CL A | 974.60K | SH | $28.53M 1.61% | 974.60K | 0.00 | 0.00 |
CONSOLIDATED EDISON INCSOLE | COM | 250.03K | SH | $28.30M 1.60% | 250.03K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 384.97K | SH | $28.02M 1.58% | 384.97K | 0.00 | 0.00 |
BETA TECHNOLOGIES INCSOLE | COM SHS CL A | 1.90M | SH | $27.91M 1.58% | 1.90M | 0.00 | 0.00 |
FORD MTR COSOLE | COM | 2.38M | SH | $27.51M 1.55% | 2.38M | 0.00 | 0.00 |
BKV CORPSOLE | COM | 855.48K | SH | $24.40M 1.38% | 855.48K | 0.00 | 0.00 |
RICE ACQUISITION CORP 3SOLE | ORD SHS CL A | 2.30M | SH | $23.72M 1.34% | 2.30M | 0.00 | 0.00 |
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