HITE Hedge Asset Management LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), HITE Hedge Asset Management LLC reported 97 stock positions worth $1.4 billion. Its top holding was DTE Energy (DTE) at 8.6% of the portfolio, followed by Ameren (AEE, 5.3%) and Centerpoint Energy (CNP, 4.4%). Compared with Q3 2024, it opened 33 new positions, sold out of 20, added to 34 and reduced 26. The biggest buy was a new position in Centerpoint Energy (CNP) and the biggest sale Veren (VRN, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- BRAINTREE, MA
- CIK
- 0001568939
- Portfolio Value
- $1.4B (Q4 2024)
- SEC Filing
- 0001062993-25-002301 ↗ filed Feb 13, 2025
Holdings Value
Holdings 97 stocks · $1.4B
| DTE DTE Energy Company | 8.56% | 964,919 | $116.5M | Add +196.7% |
| AEE Ameren Corporation | 5.25% | 802,696 | $71.6M | Add +361.9% |
| CNP Centerpoint Energy Inc. | 4.38% | 1,881,554 | $59.7M | New |
| EQT Eqt Corp. | 4.05% | 1,194,927 | $55.1M | Add +686.8% |
| VRN Veren Inc. | 3.80% | 10,056,998 | $51.7M | Reduce -4.9% |
| DVN Devon Energy Corp. | 3.78% | 1,574,137 | $51.5M | New |
| XEL Xcel Energy Inc. | 3.26% | 656,797 | $44.3M | Add +107.1% |
| POR Portland General Electric Co. | 3.16% | 986,930 | $43.0M | Add +30.6% |
| FANG Diamondback Energy Inc. | 3.13% | 260,566 | $42.7M | Add +514.9% |
| CHRD Chord Energy Corp. | 3.00% | 348,929 | $40.8M | Add +50.4% |
| ETR Entergy Corp. | 2.89% | 518,231 | $39.3M | Add +8.2% |
| AR Antero Resources Corp. | 2.63% | 1,022,241 | $35.8M | Add +7.1% |
| COP Conocophillips | 2.58% | 354,258 | $35.1M | Add +33.3% |
| LAD Lithia Motors Inc. | 2.53% | 96,508 | $34.5M | Reduce -10.3% |
| TM Toyota Motor Corp. -Spon ADR | 2.18% | 152,749 | $29.7M | Add +46.8% |
| APTV Aptiv PLC | 2.17% | 488,506 | $29.5M | Add +627.4% |
| CTRA Coterra Energy Inc. | 2.02% | 1,079,782 | $27.6M | Add +52.6% |
| NI Nisource Inc. | 2.01% | 745,443 | $27.4M | Reduce -1.9% |
| ENB Enbridge Inc. | 1.56% | 500,946 | $21.3M | New |
| STLA Stellantis NV | 1.56% | 1,626,597 | $21.2M | New |
| EXE Expand Energy Corp. | 1.52% | 207,337 | $20.6M | New |
| CMS CMS Energy Corp. | 1.45% | 297,186 | $19.8M | Reduce -16.4% |
| HESM Hess Midstream LP Class A | 1.44% | 530,428 | $19.6M | New |
| MUR Murphy Oil Corp. | 1.43% | 645,252 | $19.5M | Add +418.9% |
| BKV BKV Corporation | 1.28% | 731,786 | $17.4M | Add +42.3% |
| PPL PPL Corp. | 1.27% | 531,680 | $17.3M | Add +72.8% |
| AROC Archrock Inc. | 1.23% | 670,429 | $16.7M | Add +24.0% |
| PBA Pembina Pipeline Corp. | 1.18% | 433,818 | $16.0M | New |
| EVRG Evergy Inc. | 1.16% | 256,594 | $15.8M | Reduce -16.0% |
| NEE Nextera Energy Inc. | 1.05% | 200,000 | $14.3M | Reduce -34.5% |
| ADNT Adient PLC | 1.03% | 816,286 | $14.1M | Add +122.4% |
| CVX Chevron Corp. | 1.03% | 96,755 | $14.0M | New |
| TRGP Targa Resources Corp. | 0.90% | 68,589 | $12.2M | New |
| SOBO South Bow Corp. | 0.87% | 503,517 | $11.9M | New |
| CVE Cenovus Energy Inc. | 0.82% | 741,356 | $11.2M | Add +7.2% |
| TBN Tamboran Resources Corp. | 0.79% | 511,421 | $10.7M | Add +4.5% |
| KEX Kirby Corp. | 0.77% | 98,718 | $10.4M | New |
| OVV Ovintiv Inc. | 0.75% | 253,162 | $10.3M | Reduce -25.9% |
| ESI Element Solutions Inc. | 0.73% | 391,966 | $10.0M | New |
| THRM Gentherm Inc. | 0.72% | 246,272 | $9.8M | New |
| ALV Autoliv Inc. | 0.70% | 101,022 | $9.5M | Reduce -25.4% |
| PNW Pinnacle West Capital | 0.66% | 106,573 | $9.0M | Add +15.4% |
| PSX Phillips 66 | 0.65% | 78,194 | $8.9M | New |
| WLK Westlake Corp. | 0.51% | 60,648 | $7.0M | Add +315.7% |
| NESR National Energy Services Reu | 0.48% | 727,235 | $6.5M | Add +3.4% |
| ENLC Enlink Midstream LLC | 0.47% | 449,371 | $6.4M | Reduce -66.9% |
| TTI Tetra Technologies Inc. | 0.44% | 1,681,509 | $6.0M | Add +32.7% |
| MP MP Materials Corp. | 0.44% | 385,846 | $6.0M | New |
| CTVA Corteva Inc. | 0.42% | 100,000 | $5.7M | New |
| MLM Martin Marietta Materials | 0.40% | 10,592 | $5.5M | New |
| WMB Williams Cos Inc. | 0.40% | 100,000 | $5.4M | Reduce -45.5% |
| MSFT Microsoft Corp. | 0.39% | 12,742 | $5.4M | No change |
| CNQ Canadian Natural Resources | 0.35% | 155,285 | $4.8M | New |
| VLO Valero Energy Corp. | 0.35% | 38,746 | $4.7M | Reduce -48.4% |
| GLNG Golar LNG Ltd. | 0.34% | 110,850 | $4.7M | Reduce -53.5% |
| PHIN Phinia Inc. | 0.32% | 91,279 | $4.4M | Add +31.8% |
| NPWR Net Power Inc. | 0.32% | 411,512 | $4.4M | Add +6.2% |
| EMR Emerson Electric Co. | 0.32% | 34,791 | $4.3M | New |
| MBLY Mobileye Global Inc. Class A | 0.31% | 214,070 | $4.3M | New |
| EVGO Evgo Inc. | 0.31% | 1,046,417 | $4.2M | Add +152.8% |
| OSK Oshkosh Corp. | 0.31% | 44,496 | $4.2M | New |
| ACHR Archer Aviation Inc. Class A | 0.31% | 430,360 | $4.2M | Add +125.8% |
| OKLO Oklo Inc. | 0.30% | 194,469 | $4.1M | Reduce -92.0% |
| MTDR Matador Resources Co. | 0.30% | 73,137 | $4.1M | Reduce -65.7% |
| CAT Caterpillar Inc. | 0.30% | 11,177 | $4.1M | New |
| OLN Olin Corp. | 0.27% | 110,070 | $3.7M | New |
| SAH Sonic Automotive Inc. Class A | 0.27% | 58,526 | $3.7M | Add +105.2% |
| FSLR First Solar Inc. | 0.27% | 20,818 | $3.7M | New |
| GM General Motors Co. | 0.26% | 66,407 | $3.5M | Add +320.6% |
| BORR Borr Drilling Ltd. | 0.21% | 744,468 | $2.9M | Reduce -3.0% |
| GPI Group 1 Automotive Inc. | 0.21% | 6,759 | $2.8M | Add +5.0% |
| NXPI NXP Semiconductors NV | 0.20% | 13,003 | $2.7M | Reduce -76.8% |
| HYLN Hyliion Holdings Corp. | 0.17% | 887,304 | $2.3M | Reduce -5.0% |
| XYL Xylem Inc. | 0.16% | 19,199 | $2.2M | New |
| LAC Lithium Americas Corp. | 0.16% | 731,473 | $2.2M | Add +150.9% |
| ROK Rockwell Automation Inc. | 0.16% | 7,573 | $2.2M | New |
| DAN Dana Inc. | 0.15% | 177,218 | $2.0M | New |
| DCH Dauch Corporation filed as AMERICAN AXLE & MFG HLDGS IN | 0.15% | 344,156 | $2.0M | New |
| INVZ Innoviz Technologies Ltd. | 0.14% | 1,173,842 | $2.0M | New |
| WERN Werner Enterprises Inc. | 0.14% | 51,198 | $1.8M | New |
| TEL Te Connectivity PLC | 0.12% | 11,094 | $1.6M | Add +244.5% |
| CLNE Clean Energy Fuels Corp. | 0.09% | 498,233 | $1.3M | Reduce -17.4% |
| APH Amphenol Corp. Class A | 0.09% | 17,642 | $1.2M | New |
| CRMT America's Car-Mart Inc. | 0.08% | 22,281 | $1.1M | Reduce -17.1% |
| TSLA Tesla Inc. | 0.08% | 2,619 | $1.1M | Reduce -69.0% |
| VC Visteon Corp. | 0.07% | 11,227 | $996K | Reduce -18.4% |
| PONY Pony AI Inc. | 0.07% | 67,934 | $975K | New |
| ASTL Algoma Steel Group Inc. | 0.07% | 92,646 | $906K | No change |
| CENX Century Aluminum Company | 0.05% | 39,705 | $723K | No change |
| ALLY Ally Financial Inc. | 0.05% | 19,925 | $717K | Reduce -58.8% |
| AUR Aurora Innovation Inc. | 0.05% | 106,880 | $673K | Reduce -41.5% |
| ZK Zeekr Intelligent Techno-ADR | 0.05% | 22,333 | $634K | Reduce -53.7% |
| GODNU Golden Star Acquisition Corp. | 0.04% | 50,000 | $574K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.04% | 42,100 | $560K | Reduce -78.2% |
| COPX Global X Copper Miners ETF | 0.03% | 11,439 | $437K | Add +122.5% |
| PLL Piedmont Lithium Inc. | 0.02% | 37,023 | $324K | Reduce -75.8% |
| SWVL SWVL Holdings Corp. | 0.02% | 32,910 | $210K | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $6.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| AIRJW Power & Digital Acq -CW24 | *W EXP 03/15/202 | 5,627,886 | $6.2M | Reduce -3.1% |
Total filed on the 13F, all lines: $1.4B.
Portfolio Sells Q3 2024 → Q4 2024
| VRN Veren Inc. | Reduce -4.9% | 3.80% | −3.71 |
| GPOR Gulfport Energy Corp. | Sold out | 0.00% | −3.11 |
| OKLO Oklo Inc. | Reduce -92.0% | 0.30% | −1.97 |
| NFE New Fortress Energy Inc. | Sold out | 0.00% | −1.95 |
| NEE Nextera Energy Inc. | Reduce -34.5% | 1.05% | −1.92 |
| EXC Exelon Corp. | Sold out | 0.00% | −1.85 |
| ENLC Enlink Midstream LLC | Reduce -66.9% | 0.47% | −1.80 |
| CIVI Civitas Resources Inc. | Sold out | 0.00% | −1.70 |
| CMS CMS Energy Corp. | Reduce -16.4% | 1.45% | −1.44 |
| HESM Hess Midstream Operations LP | Sold out | 0.00% | −1.42 |
| LAD Lithia Motors Inc. | Reduce -10.3% | 2.53% | −1.41 |
| NXPI NXP Semiconductors NV | Reduce -76.8% | 0.20% | −1.35 |
| RRC Range Resources Corp. | Sold out | 0.00% | −1.33 |
| BWA Borgwarner Inc. | Sold out | 0.00% | −1.21 |
| EVRG Evergy Inc. | Reduce -16.0% | 1.16% | −1.02 |
| NI Nisource Inc. | Reduce -1.9% | 2.01% | −1.02 |
| MTDR Matador Resources Co. | Reduce -65.7% | 0.30% | −0.91 |
| LNT Alliant Energy Corp. | Sold out | 0.00% | −0.90 |
| APA Apa Corp. | Sold out | 0.00% | −0.83 |
| VLO Valero Energy Corp. | Reduce -48.4% | 0.35% | −0.82 |
| ALV Autoliv Inc. | Reduce -25.4% | 0.70% | −0.76 |
| OVV Ovintiv Inc. | Reduce -25.9% | 0.75% | −0.76 |
| GLNG Golar LNG Ltd. | Reduce -53.5% | 0.34% | −0.66 |
| WMB Williams Cos Inc. | Reduce -45.5% | 0.40% | −0.57 |
| HMC Honda Motor Co. Ltd.-Spons ADR | Sold out | 0.00% | −0.51 |
| AESI Atlas Energy Solutions Inc. | Sold out | 0.00% | −0.40 |
| AM Antero Midstream Corp. | Sold out | 0.00% | −0.34 |
| ASH Ashland Inc. | Sold out | 0.00% | −0.30 |
| BORR Borr Drilling Ltd. | Reduce -3.0% | 0.21% | −0.27 |
| CWEN Clearway Energy Inc. Class C | Sold out | 0.00% | −0.23 |
| RIVN Rivian Automotive Inc. Class A | Reduce -78.2% | 0.04% | −0.21 |
| TSLA Tesla Inc. | Reduce -69.0% | 0.08% | −0.18 |
| PR Permian Resources Corp. Class A | Sold out | 0.00% | −0.15 |
| ALLY Ally Financial Inc. | Reduce -58.8% | 0.05% | −0.15 |
| PLL Piedmont Lithium Inc. | Reduce -75.8% | 0.02% | −0.13 |
| LI Li Auto Inc. - ADR | Sold out | 0.00% | −0.13 |
| CLNE Clean Energy Fuels Corp. | Reduce -17.4% | 0.09% | −0.12 |
| HYLN Hyliion Holdings Corp. | Reduce -5.0% | 0.17% | −0.10 |
| VC Visteon Corp. | Reduce -18.4% | 0.07% | −0.08 |
| ZK Zeekr Intelligent Techno-ADR | Reduce -53.7% | 0.05% | −0.08 |
| AUR Aurora Innovation Inc. | Reduce -41.5% | 0.05% | −0.08 |
| NXT Nextpower Inc. | Sold out | 0.00% | −0.05 |
| BRY Berry Corp. | Sold out | 0.00% | −0.05 |
| KNTK Kinetik Holdings Inc. | Sold out | 0.00% | −0.05 |
| CRMT America's Car-Mart Inc. | Reduce -17.1% | 0.08% | −0.05 |
| LYFT LYFT Inc. Class A | Sold out | 0.00% | −0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| CNP Centerpoint Energy Inc. | New | 4.38% | +4.38 |
| DVN Devon Energy Corp. | New | 3.78% | +3.78 |
| DTE DTE Energy Company | Add +196.7% | 8.56% | +3.74 |
| AEE Ameren Corporation | Add +361.9% | 5.25% | +3.50 |
| EQT Eqt Corp. | Add +686.8% | 4.05% | +3.40 |
| FANG Diamondback Energy Inc. | Add +514.9% | 3.13% | +2.29 |
| APTV Aptiv PLC | Add +627.4% | 2.17% | +1.61 |
| ENB Enbridge Inc. | New | 1.56% | +1.56 |
| STLA Stellantis NV | New | 1.56% | +1.56 |
| EXE Expand Energy Corp. | New | 1.52% | +1.52 |
| HESM Hess Midstream LP Class A | New | 1.44% | +1.44 |
| PBA Pembina Pipeline Corp. | New | 1.18% | +1.18 |
| CVX Chevron Corp. | New | 1.03% | +1.03 |
| MUR Murphy Oil Corp. | Add +418.9% | 1.43% | +0.95 |
| TRGP Targa Resources Corp. | New | 0.90% | +0.90 |
| SOBO South Bow Corp. | New | 0.87% | +0.87 |
| XEL Xcel Energy Inc. | Add +107.1% | 3.26% | +0.87 |
| KEX Kirby Corp. | New | 0.77% | +0.77 |
| ESI Element Solutions Inc. | New | 0.73% | +0.73 |
| THRM Gentherm Inc. | New | 0.72% | +0.72 |
| PSX Phillips 66 | New | 0.65% | +0.65 |
| MP MP Materials Corp. | New | 0.44% | +0.44 |
| CTVA Corteva Inc. | New | 0.42% | +0.42 |
| MLM Martin Marietta Materials | New | 0.40% | +0.40 |
| CNQ Canadian Natural Resources | New | 0.35% | +0.35 |
| EMR Emerson Electric Co. | New | 0.32% | +0.32 |
| MBLY Mobileye Global Inc. Class A | New | 0.31% | +0.31 |
| OSK Oshkosh Corp. | New | 0.31% | +0.31 |
| CAT Caterpillar Inc. | New | 0.30% | +0.30 |
| OLN Olin Corp. | New | 0.27% | +0.27 |
| FSLR First Solar Inc. | New | 0.27% | +0.27 |
| WLK Westlake Corp. | Add +315.7% | 0.51% | +0.26 |
| ACHR Archer Aviation Inc. Class A | Add +125.8% | 0.31% | +0.24 |
| BKV BKV Corporation | Add +42.3% | 1.28% | +0.19 |
| GM General Motors Co. | Add +320.6% | 0.26% | +0.18 |
| XYL Xylem Inc. | New | 0.16% | +0.16 |
| ROK Rockwell Automation Inc. | New | 0.16% | +0.16 |
| DAN Dana Inc. | New | 0.15% | +0.15 |
| DCH Dauch Corporation | New | 0.15% | +0.15 |
| INVZ Innoviz Technologies Ltd. | New | 0.14% | +0.14 |
| WERN Werner Enterprises Inc. | New | 0.14% | +0.14 |
| EVGO Evgo Inc. | Add +152.8% | 0.31% | +0.11 |
| PPL PPL Corp. | Add +72.8% | 1.27% | +0.09 |
| APH Amphenol Corp. Class A | New | 0.09% | +0.09 |
| SAH Sonic Automotive Inc. Class A | Add +105.2% | 0.27% | +0.08 |
| ADNT Adient PLC | Add +122.4% | 1.03% | +0.08 |
| CTRA Coterra Energy Inc. | Add +52.6% | 2.02% | +0.07 |
| PONY Pony AI Inc. | New | 0.07% | +0.07 |
| LAC Lithium Americas Corp. | Add +150.9% | 0.16% | +0.07 |
| TEL Te Connectivity PLC | Add +244.5% | 0.12% | +0.06 |
Notes & Other Activity Q3 2024 → Q4 2024
| AIRJW Power & Digital Acq -CW24 | *W EXP 03/15/202 | Reduce -3.1% | 5,627,886 | $6.2M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 120 | $1.8B | POR, ETR, TBN, DVN, DTE |
| Q1 2026 | 123 | $1.8B | POR, TBN, XEL, ETR, DTE |
| Q4 2025 | 116 | $1.6B | POR, XEL, ETR, DTE, NI |
| Q3 2025 | 112 | $1.8B | DTE, ETR, XEL, POR, AEE |
| Q2 2025 | 108 | $1.7B | DTE, POR, COP, EVRG, AEE |
| Q1 2025 | 106 | $1.6B | DTE, AEE, CNP, XEL, EXE |
| Q4 2024 | 97 | $1.4B | DTE, AEE, CNP, EQT, VRN |
| Q3 2024 | 84 | $867.8M | VRN, DTE, POR, LAD, ETR |
| Q2 2024 | 95 | $1.0B | NFE, POR, GPOR, CMS, NI |
| Q1 2024 | 84 | $996.1M | NFE, CMS, GPOR, POR, ETR |