HITE Hedge Asset Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), HITE Hedge Asset Management LLC reported 106 stock positions worth $1.6 billion. Its top holding was DTE Energy (DTE) at 8.5% of the portfolio, followed by Ameren (AEE, 4.6%) and Centerpoint Energy (CNP, 4.1%). Compared with Q4 2024, it opened 42 new positions, sold out of 33, added to 35 and reduced 28. The biggest buy was a new position in SM Energy (SM) and the biggest sale Eqt (EQT, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- BRAINTREE, MA
- CIK
- 0001568939
- Portfolio Value
- $1.6B (Q1 2025)
- SEC Filing
- 0001062993-25-009284 ↗ filed May 14, 2025
Holdings Value
Holdings 106 stocks · $1.6B
| DTE DTE Energy Company | 8.48% | 987,056 | $136.5M | Add +2.3% |
| AEE Ameren Corporation | 4.63% | 742,711 | $74.6M | Reduce -7.5% |
| CNP Centerpoint Energy Inc. | 4.12% | 1,831,554 | $66.4M | Reduce -2.7% |
| XEL Xcel Energy Inc. | 3.27% | 742,163 | $52.5M | Add +13.0% |
| EXE Expand Energy Corp. | 3.23% | 467,563 | $52.0M | Add +125.5% |
| AR Antero Resources Corp. | 3.22% | 1,281,308 | $51.8M | Add +25.3% |
| CHRD Chord Energy Corp. | 3.12% | 446,015 | $50.3M | Add +27.8% |
| COP Conocophillips | 3.03% | 463,673 | $48.7M | Add +30.9% |
| LAD Lithia Motors Inc. | 3.00% | 164,281 | $48.2M | Add +70.2% |
| SM SM Energy Co. | 2.73% | 1,469,289 | $44.0M | New |
| POR Portland General Electric Co. | 2.69% | 972,020 | $43.4M | Reduce -1.5% |
| DVN Devon Energy Corp. | 2.64% | 1,135,146 | $42.5M | Reduce -27.9% |
| EXC Exelon Corp. | 2.29% | 800,000 | $36.9M | New |
| ETR Entergy Corp. | 2.28% | 429,434 | $36.7M | Reduce -17.1% |
| FANG Diamondback Energy Inc. | 2.15% | 216,727 | $34.7M | Reduce -16.8% |
| TM Toyota Motor Corp. -Spon ADR | 1.94% | 176,851 | $31.2M | Add +15.8% |
| DTM DT Midstream Inc. | 1.94% | 322,755 | $31.1M | New |
| ADNT Adient PLC | 1.85% | 2,320,103 | $29.8M | Add +184.2% |
| PBA Pembina Pipeline Corp. | 1.79% | 722,092 | $28.9M | Add +66.5% |
| TXNM TXNM Energy Inc. | 1.79% | 537,121 | $28.7M | New |
| GPOR Gulfport Energy Corp. | 1.70% | 148,163 | $27.3M | New |
| APTV Aptiv PLC | 1.62% | 438,223 | $26.1M | Reduce -10.3% |
| BKV BKV Corporation | 1.52% | 1,161,459 | $24.4M | Add +58.7% |
| EVRG Evergy Inc. | 1.40% | 326,872 | $22.5M | Add +27.4% |
| KEX Kirby Corp. | 1.40% | 222,732 | $22.5M | Add +125.6% |
| TBN Tamboran Resources Corp. | 1.21% | 809,505 | $19.4M | Add +58.3% |
| LNT Alliant Energy Corp. | 1.19% | 297,450 | $19.1M | New |
| AESI Atlas Energy Solutions Inc. | 1.17% | 1,056,305 | $18.8M | New |
| GM General Motors Co. | 1.17% | 399,842 | $18.8M | Add +502.1% |
| KNTK Kinetik Holdings Inc. | 1.16% | 358,253 | $18.6M | New |
| EWG iShares MSCI Germany ETF | 1.13% | 490,450 | $18.2M | New |
| NI Nisource Inc. | 1.12% | 449,951 | $18.0M | Reduce -39.6% |
| PNW Pinnacle West Capital | 1.07% | 181,573 | $17.3M | Add +70.4% |
| CVE Cenovus Energy Inc. | 1.07% | 1,232,294 | $17.1M | Add +66.2% |
| POWL Powell Industries Inc. | 1.02% | 96,312 | $16.4M | New |
| FLS Flowserve Corp. | 0.93% | 307,213 | $15.0M | New |
| PHIN Phinia Inc. | 0.86% | 325,853 | $13.8M | Add +257.0% |
| GEV GE Vernova Inc. | 0.80% | 41,901 | $12.8M | New |
| TTE Totalenergies SE -Spon ADR | 0.77% | 190,275 | $12.3M | New |
| PR Permian Resources Corp. Class A | 0.72% | 839,587 | $11.6M | New |
| MOS The Mosaic Co. | 0.68% | 402,423 | $10.9M | New |
| CRGY Crescent Energy Inc. Class A | 0.63% | 897,456 | $10.1M | New |
| WFRD Weatherford International PL | 0.62% | 185,131 | $9.9M | New |
| GLNG Golar LNG Ltd. | 0.61% | 258,674 | $9.8M | Add +133.3% |
| INR Infinity Natural Resour Class A | 0.60% | 516,326 | $9.7M | New |
| LB Landbridge Co. LLC-A | 0.59% | 131,229 | $9.4M | New |
| GPI Group 1 Automotive Inc. | 0.59% | 24,710 | $9.4M | Add +265.6% |
| VRN Veren Inc. | 0.57% | 1,383,659 | $9.2M | Reduce -86.2% |
| EVGO Evgo Inc. | 0.55% | 3,348,303 | $8.9M | Add +220.0% |
| OVV Ovintiv Inc. | 0.55% | 206,702 | $8.8M | Reduce -18.4% |
| DCH Dauch Corporation filed as AMERICAN AXLE & MFG HLDGS IN | 0.49% | 1,944,668 | $7.9M | Add +465.1% |
| WLK Westlake Corp. | 0.44% | 71,475 | $7.1M | Add +17.9% |
| VLO Valero Energy Corp. | 0.44% | 53,662 | $7.1M | Add +38.5% |
| SAH Sonic Automotive Inc. Class A | 0.44% | 123,724 | $7.0M | Add +111.4% |
| CTVA Corteva Inc. | 0.44% | 111,785 | $7.0M | Add +11.8% |
| DINO HF Sinclair Corp. | 0.43% | 210,946 | $6.9M | New |
| AXTA Axalta Coating Systems Ltd. | 0.41% | 200,000 | $6.6M | New |
| MP MP Materials Corp. | 0.40% | 263,909 | $6.4M | Reduce -31.6% |
| NESR National Energy Services Reu | 0.36% | 782,239 | $5.8M | Add +7.6% |
| ALV Autoliv Inc. | 0.35% | 62,900 | $5.6M | Reduce -37.7% |
| APH Amphenol Corp. Class A | 0.34% | 83,844 | $5.5M | Add +375.3% |
| TTI Tetra Technologies Inc. | 0.34% | 1,625,788 | $5.5M | Reduce -3.3% |
| PPL PPL Corp. | 0.33% | 146,568 | $5.3M | Reduce -72.4% |
| EQT Eqt Corp. | 0.31% | 93,575 | $5.0M | Reduce -92.2% |
| ENB Enbridge Inc. | 0.30% | 110,553 | $4.9M | Reduce -77.9% |
| MSFT Microsoft Corp. | 0.30% | 12,742 | $4.8M | No change |
| EMN Eastman Chemical Co. | 0.30% | 53,930 | $4.8M | New |
| PAG Penske Automotive Group Inc. | 0.29% | 31,962 | $4.6M | New |
| CMS CMS Energy Corp. | 0.27% | 58,310 | $4.4M | Reduce -80.4% |
| VRT Vertiv Holdings Co. Class A | 0.27% | 60,508 | $4.4M | New |
| AROC Archrock Inc. | 0.21% | 131,626 | $3.5M | Reduce -80.4% |
| DAN Dana Inc. | 0.20% | 242,901 | $3.2M | Add +37.1% |
| RIVN Rivian Automotive Inc. Class A | 0.20% | 255,916 | $3.2M | Add +507.9% |
| AN Autonation Inc. | 0.19% | 19,088 | $3.1M | New |
| CVNA Carvana Co. | 0.19% | 14,520 | $3.0M | New |
| KNX Knight-Swift Transportation | 0.19% | 68,657 | $3.0M | New |
| KMX Carmax Inc. | 0.18% | 37,436 | $2.9M | New |
| CAT Caterpillar Inc. | 0.18% | 8,817 | $2.9M | Reduce -21.1% |
| CTRA Coterra Energy Inc. | 0.17% | 93,970 | $2.7M | Reduce -91.3% |
| NVDA Nvidia Corp. | 0.15% | 22,803 | $2.5M | New |
| VGK Vanguard Ftse Europe ETF | 0.15% | 34,921 | $2.5M | New |
| ENTG Entegris Inc. | 0.13% | 24,661 | $2.2M | New |
| LAC Lithium Americas Corp. | 0.12% | 735,918 | $2.0M | Add +0.6% |
| NPWR Net Power Inc. | 0.12% | 743,238 | $2.0M | Add +80.6% |
| WOLF Wolfspeed Inc. (wolf 1.875 12/01/29) | 0.11% | 8,000,000 | $1.8M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 3,000 | $1.7M | New |
| THRM Gentherm Inc. | 0.09% | 54,407 | $1.5M | Reduce -77.9% |
| HYLN Hyliion Holdings Corp. | 0.09% | 999,411 | $1.4M | Add +12.6% |
| OKLO Oklo Inc. | 0.08% | 58,658 | $1.3M | Reduce -69.8% |
| ALLY Ally Financial Inc. | 0.06% | 28,367 | $1.0M | Add +42.4% |
| AMD Advanced Micro Devices | 0.06% | 9,733 | $1000K | New |
| SOXX iShares Semiconductor ETF | 0.06% | 5,010 | $943K | New |
| DEC Diversified Energy Co. PLC | 0.05% | 65,166 | $881K | New |
| RIVIAN AUTO INC (RIVN 3.625 10/15/30) | 0.05% | 1,000,000 | $874K | New |
| PONY Pony AI Inc. | 0.05% | 98,588 | $870K | Add +45.1% |
| HSAI Hesai Group | 0.05% | 56,740 | $840K | New |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.04% | 16,568 | $698K | New |
| AUR Aurora Innovation Inc. | 0.04% | 100,233 | $674K | Reduce -6.2% |
| CRMT America's Car-Mart Inc. | 0.03% | 11,742 | $533K | Reduce -47.3% |
| INVZ Innoviz Technologies Ltd. | 0.03% | 737,479 | $481K | Reduce -37.2% |
| ASTL Algoma Steel Group Inc. | 0.03% | 85,843 | $465K | Reduce -7.3% |
| AMPX Amprius Technologies Inc. | 0.03% | 161,444 | $433K | New |
| ZK Zeekr Intelligent Techno-ADR | 0.03% | 16,688 | $402K | Reduce -25.3% |
| MRVL Marvell Technology Inc. | 0.02% | 6,491 | $400K | New |
| SES Ses AI Corp. | 0.02% | 651,883 | $339K | New |
| PLL Piedmont Lithium Inc. | 0.01% | 35,826 | $226K | Reduce -3.2% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $3.5M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| AIRJW Power & Digital Acq -CW24 | *W EXP 03/15/202 | 6,244,056 | $3.5M | Add +10.9% |
Total filed on the 13F, all lines: $1.6B.
Portfolio Sells Q4 2024 → Q1 2025
| EQT Eqt Corp. | Reduce -92.2% | 0.31% | −3.74 |
| VRN Veren Inc. | Reduce -86.2% | 0.57% | −3.23 |
| CTRA Coterra Energy Inc. | Reduce -91.3% | 0.17% | −1.86 |
| STLA Stellantis NV | Sold out | 0.00% | −1.56 |
| HESM Hess Midstream LP Class A | Sold out | 0.00% | −1.44 |
| MUR Murphy Oil Corp. | Sold out | 0.00% | −1.43 |
| ENB Enbridge Inc. | Reduce -77.9% | 0.30% | −1.26 |
| CMS CMS Energy Corp. | Reduce -80.4% | 0.27% | −1.18 |
| DVN Devon Energy Corp. | Reduce -27.9% | 2.64% | −1.14 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −1.05 |
| CVX Chevron Corp. | Sold out | 0.00% | −1.03 |
| AROC Archrock Inc. | Reduce -80.4% | 0.21% | −1.01 |
| FANG Diamondback Energy Inc. | Reduce -16.8% | 2.15% | −0.98 |
| PPL PPL Corp. | Reduce -72.4% | 0.33% | −0.94 |
| TRGP Targa Resources Corp. | Sold out | 0.00% | −0.90 |
| NI Nisource Inc. | Reduce -39.6% | 1.12% | −0.89 |
| SOBO South Bow Corp. | Sold out | 0.00% | −0.87 |
| ESI Element Solutions Inc. | Sold out | 0.00% | −0.73 |
| PSX Phillips 66 | Sold out | 0.00% | −0.65 |
| THRM Gentherm Inc. | Reduce -77.9% | 0.09% | −0.63 |
| AEE Ameren Corporation | Reduce -7.5% | 4.63% | −0.62 |
| ETR Entergy Corp. | Reduce -17.1% | 2.28% | −0.60 |
| APTV Aptiv PLC | Reduce -10.3% | 1.62% | −0.55 |
| ENLC Enlink Midstream LLC | Sold out | 0.00% | −0.47 |
| POR Portland General Electric Co. | Reduce -1.5% | 2.69% | −0.47 |
| MLM Martin Marietta Materials | Sold out | 0.00% | −0.40 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.40 |
| CNQ Canadian Natural Resources | Sold out | 0.00% | −0.35 |
| ALV Autoliv Inc. | Reduce -37.7% | 0.35% | −0.35 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.32 |
| MBLY Mobileye Global Inc. Class A | Sold out | 0.00% | −0.31 |
| OSK Oshkosh Corp. | Sold out | 0.00% | −0.31 |
| ACHR Archer Aviation Inc. Class A | Sold out | 0.00% | −0.31 |
| MTDR Matador Resources Co. | Sold out | 0.00% | −0.30 |
| OLN Olin Corp. | Sold out | 0.00% | −0.27 |
| FSLR First Solar Inc. | Sold out | 0.00% | −0.27 |
| CNP Centerpoint Energy Inc. | Reduce -2.7% | 4.12% | −0.26 |
| OKLO Oklo Inc. | Reduce -69.8% | 0.08% | −0.22 |
| BORR Borr Drilling Ltd. | Sold out | 0.00% | −0.21 |
| OVV Ovintiv Inc. | Reduce -18.4% | 0.55% | −0.20 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.20 |
| XYL Xylem Inc. | Sold out | 0.00% | −0.16 |
| ROK Rockwell Automation Inc. | Sold out | 0.00% | −0.16 |
| WERN Werner Enterprises Inc. | Sold out | 0.00% | −0.14 |
| CAT Caterpillar Inc. | Reduce -21.1% | 0.18% | −0.12 |
| TEL Te Connectivity PLC | Sold out | 0.00% | −0.12 |
| INVZ Innoviz Technologies Ltd. | Reduce -37.2% | 0.03% | −0.11 |
| TTI Tetra Technologies Inc. | Reduce -3.3% | 0.34% | −0.10 |
| CLNE Clean Energy Fuels Corp. | Sold out | 0.00% | −0.09 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.08 |
Portfolio Buys Q4 2024 → Q1 2025
| SM SM Energy Co. | New | 2.73% | +2.73 |
| EXC Exelon Corp. | New | 2.29% | +2.29 |
| DTM DT Midstream Inc. | New | 1.94% | +1.94 |
| TXNM TXNM Energy Inc. | New | 1.79% | +1.79 |
| EXE Expand Energy Corp. | Add +125.5% | 3.23% | +1.72 |
| GPOR Gulfport Energy Corp. | New | 1.70% | +1.70 |
| LNT Alliant Energy Corp. | New | 1.19% | +1.19 |
| AESI Atlas Energy Solutions Inc. | New | 1.17% | +1.17 |
| KNTK Kinetik Holdings Inc. | New | 1.16% | +1.16 |
| EWG iShares MSCI Germany ETF | New | 1.13% | +1.13 |
| POWL Powell Industries Inc. | New | 1.02% | +1.02 |
| FLS Flowserve Corp. | New | 0.93% | +0.93 |
| GM General Motors Co. | Add +502.1% | 1.17% | +0.91 |
| ADNT Adient PLC | Add +184.2% | 1.85% | +0.82 |
| GEV GE Vernova Inc. | New | 0.80% | +0.80 |
| TTE Totalenergies SE -Spon ADR | New | 0.77% | +0.77 |
| PR Permian Resources Corp. Class A | New | 0.72% | +0.72 |
| MOS The Mosaic Co. | New | 0.68% | +0.68 |
| KEX Kirby Corp. | Add +125.6% | 1.40% | +0.63 |
| CRGY Crescent Energy Inc. Class A | New | 0.63% | +0.63 |
| PBA Pembina Pipeline Corp. | Add +66.5% | 1.79% | +0.62 |
| WFRD Weatherford International PL | New | 0.62% | +0.62 |
| INR Infinity Natural Resour Class A | New | 0.60% | +0.60 |
| AR Antero Resources Corp. | Add +25.3% | 3.22% | +0.59 |
| LB Landbridge Co. LLC-A | New | 0.59% | +0.59 |
| PHIN Phinia Inc. | Add +257.0% | 0.86% | +0.54 |
| LAD Lithia Motors Inc. | Add +70.2% | 3.00% | +0.46 |
| COP Conocophillips | Add +30.9% | 3.03% | +0.45 |
| DINO HF Sinclair Corp. | New | 0.43% | +0.43 |
| TBN Tamboran Resources Corp. | Add +58.3% | 1.21% | +0.42 |
| AXTA Axalta Coating Systems Ltd. | New | 0.41% | +0.41 |
| PNW Pinnacle West Capital | Add +70.4% | 1.07% | +0.41 |
| GPI Group 1 Automotive Inc. | Add +265.6% | 0.59% | +0.38 |
| DCH Dauch Corporation | Add +465.1% | 0.49% | +0.34 |
| EMN Eastman Chemical Co. | New | 0.30% | +0.30 |
| PAG Penske Automotive Group Inc. | New | 0.29% | +0.29 |
| VRT Vertiv Holdings Co. Class A | New | 0.27% | +0.27 |
| GLNG Golar LNG Ltd. | Add +133.3% | 0.61% | +0.27 |
| APH Amphenol Corp. Class A | Add +375.3% | 0.34% | +0.25 |
| EVGO Evgo Inc. | Add +220.0% | 0.55% | +0.24 |
| EVRG Evergy Inc. | Add +27.4% | 1.40% | +0.24 |
| CVE Cenovus Energy Inc. | Add +66.2% | 1.07% | +0.24 |
| BKV BKV Corporation | Add +58.7% | 1.52% | +0.24 |
| AN Autonation Inc. | New | 0.19% | +0.19 |
| CVNA Carvana Co. | New | 0.19% | +0.19 |
| KNX Knight-Swift Transportation | New | 0.19% | +0.19 |
| KMX Carmax Inc. | New | 0.18% | +0.18 |
| SAH Sonic Automotive Inc. Class A | Add +111.4% | 0.44% | +0.17 |
| RIVN Rivian Automotive Inc. Class A | Add +507.9% | 0.20% | +0.16 |
| NVDA Nvidia Corp. | New | 0.15% | +0.15 |
Notes & Other Activity Q4 2024 → Q1 2025
| AIRJW Power & Digital Acq -CW24 | *W EXP 03/15/202 | Add +10.9% | 6,244,056 | $3.5M |
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 |