Filed: 8/14/2026ACC: 0001062993-26-004371
📋 What this filing means
HITE HEDGE ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 125 equity positions with a total reported market value of $1.83B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
125
Positions
$1.83B
Total AUM (reported)
58.60M
Total Shares
Allocation by class
COM$1.25B68.3%
COM NEW$176.35M9.7%
CL A$77.34M4.2%
COMMON SHARES$68.46M3.7%
SHS$44.82M2.5%
ORD SHS$43.43M2.4%
COM SHS CL A$31.70M1.7%
Portfolio Concentration
Top 3$303.74M16.6%
4–10$503.22M27.6%
11–25$526.54M28.8%
Rest$492.62M27.0%
Top 3 weight
16.6%
Top 10 weight
44.2%
Voting Authority Distribution
Total shares with voting rights: 58.57M
Sole
Full voting authority
58.57M
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)
Sole125
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings125
Rows:
PORTLAND GEN ELEC CO
SOLEShares2.13M
TypeSH
Market value$110.60M
6.06%
Sole
2.13M
Shared
0.00
None
0.00
ENTERGY CORP NEW
SOLEShares865.78K
TypeSH
Market value$99.44M
5.45%
Sole
865.78K
Shared
0.00
None
0.00
TAMBORAN RES CORP
SOLEShares2.88M
TypeSH
Market value$93.69M
5.13%
Sole
2.88M
Shared
0.00
None
0.00
DEVON ENERGY CORP NEW
SOLEShares2.25M
TypeSH
Market value$93.12M
5.10%
Sole
2.25M
Shared
0.00
None
0.00
DTE ENERGY CO
SOLEShares576.29K
TypeSH
Market value$87.81M
4.81%
Sole
576.29K
Shared
0.00
None
0.00
XCEL ENERGY INC
SOLEShares1.06M
TypeSH
Market value$85.18M
4.66%
Sole
1.06M
Shared
0.00
None
0.00
GULFPORT ENERGY CORP
SOLEShares403.40K
TypeSH
Market value$68.46M
3.75%
Sole
403.40K
Shared
0.00
None
0.00
MDU RES GROUP INC
SOLEShares3.14M
TypeSH
Market value$66.54M
3.64%
Sole
3.14M
Shared
0.00
None
0.00
AMERICAN ELEC PWR CO INC
SOLEShares376.38K
TypeSH
Market value$51.49M
2.82%
Sole
376.38K
Shared
0.00
None
0.00
PPL CORP
SOLEShares1.39M
TypeSH
Market value$50.62M
2.77%
Sole
1.39M
Shared
0.00
None
0.00
SUNCOR ENERGY INC NEW
SOLEShares898.05K
TypeSH
Market value$48.21M
2.64%
Sole
898.05K
Shared
0.00
None
0.00
AMEREN CORP
SOLEShares416.33K
TypeSH
Market value$47.06M
2.58%
Sole
416.33K
Shared
0.00
None
0.00
VIPER ENERGY INC
SOLEShares1.09M
TypeSH
Market value$46.07M
2.52%
Sole
1.09M
Shared
0.00
None
0.00
ALLIANT ENERGY CORP
SOLEShares545.25K
TypeSH
Market value$41.60M
2.28%
Sole
545.25K
Shared
0.00
None
0.00
NISOURCE INC
SOLEShares839.92K
TypeSH
Market value$39.94M
2.19%
Sole
839.92K
Shared
0.00
None
0.00
ADIENT PLC
SOLEShares2.17M
TypeSH
Market value$39.90M
2.18%
Sole
2.17M
Shared
0.00
None
0.00
CHORD ENERGY CORPORATION
SOLEShares312.32K
TypeSH
Market value$35.70M
1.95%
Sole
312.32K
Shared
0.00
None
0.00
EVERGY INC
SOLEShares393.51K
TypeSH
Market value$34.01M
1.86%
Sole
393.51K
Shared
0.00
None
0.00
GOLAR LNG LTD
SOLEShares663.40K
TypeSH
Market value$33.06M
1.81%
Sole
663.40K
Shared
0.00
None
0.00
BETA TECHNOLOGIES INC
SOLEShares1.89M
TypeSH
Market value$31.70M
1.74%
Sole
1.89M
Shared
0.00
None
0.00
PINNACLE WEST CAP CORP
SOLEShares249.96K
TypeSH
Market value$26.75M
1.46%
Sole
249.96K
Shared
0.00
None
0.00
VERSIGENT PLC
SOLEShares626.08K
TypeSH
Market value$26.30M
1.44%
Sole
626.08K
Shared
0.00
None
0.00
CONSOLIDATED EDISON INC
SOLEShares233.41K
TypeSH
Market value$25.82M
1.41%
Sole
233.41K
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares345.11K
TypeSH
Market value$25.66M
1.40%
Sole
345.11K
Shared
0.00
None
0.00
BKV CORP
SOLEShares905.54K
TypeSH
Market value$24.78M
1.36%
Sole
905.54K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PORTLAND GEN ELEC COSOLE | COM NEW | 2.13M | SH | $110.60M 6.06% | 2.13M | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 865.78K | SH | $99.44M 5.45% | 865.78K | 0.00 | 0.00 |
TAMBORAN RES CORPSOLE | COM | 2.88M | SH | $93.69M 5.13% | 2.88M | 0.00 | 0.00 |
DEVON ENERGY CORP NEWSOLE | COM | 2.25M | SH | $93.12M 5.10% | 2.25M | 0.00 | 0.00 |
DTE ENERGY COSOLE | COM | 576.29K | SH | $87.81M 4.81% | 576.29K | 0.00 | 0.00 |
XCEL ENERGY INCSOLE | COM | 1.06M | SH | $85.18M 4.66% | 1.06M | 0.00 | 0.00 |
GULFPORT ENERGY CORPSOLE | COMMON SHARES | 403.40K | SH | $68.46M 3.75% | 403.40K | 0.00 | 0.00 |
MDU RES GROUP INCSOLE | COM | 3.14M | SH | $66.54M 3.64% | 3.14M | 0.00 | 0.00 |
AMERICAN ELEC PWR CO INCSOLE | COM | 376.38K | SH | $51.49M 2.82% | 376.38K | 0.00 | 0.00 |
PPL CORPSOLE | COM | 1.39M | SH | $50.62M 2.77% | 1.39M | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 898.05K | SH | $48.21M 2.64% | 898.05K | 0.00 | 0.00 |
AMEREN CORPSOLE | COM | 416.33K | SH | $47.06M 2.58% | 416.33K | 0.00 | 0.00 |
VIPER ENERGY INCSOLE | CL A | 1.09M | SH | $46.07M 2.52% | 1.09M | 0.00 | 0.00 |
ALLIANT ENERGY CORPSOLE | COM | 545.25K | SH | $41.60M 2.28% | 545.25K | 0.00 | 0.00 |
NISOURCE INCSOLE | COM | 839.92K | SH | $39.94M 2.19% | 839.92K | 0.00 | 0.00 |
ADIENT PLCSOLE | ORD SHS | 2.17M | SH | $39.90M 2.18% | 2.17M | 0.00 | 0.00 |
CHORD ENERGY CORPORATIONSOLE | COM NEW | 312.32K | SH | $35.70M 1.95% | 312.32K | 0.00 | 0.00 |
EVERGY INCSOLE | COM | 393.51K | SH | $34.01M 1.86% | 393.51K | 0.00 | 0.00 |
GOLAR LNG LTDSOLE | SHS | 663.40K | SH | $33.06M 1.81% | 663.40K | 0.00 | 0.00 |
BETA TECHNOLOGIES INCSOLE | COM SHS CL A | 1.89M | SH | $31.70M 1.74% | 1.89M | 0.00 | 0.00 |
PINNACLE WEST CAP CORPSOLE | COM | 249.96K | SH | $26.75M 1.46% | 249.96K | 0.00 | 0.00 |
VERSIGENT PLCSOLE | ORDINARY SHARES | 626.08K | SH | $26.30M 1.44% | 626.08K | 0.00 | 0.00 |
CONSOLIDATED EDISON INCSOLE | COM | 233.41K | SH | $25.82M 1.41% | 233.41K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 345.11K | SH | $25.66M 1.40% | 345.11K | 0.00 | 0.00 |
BKV CORPSOLE | COM | 905.54K | SH | $24.78M 1.36% | 905.54K | 0.00 | 0.00 |
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