Funds › HITE Hedge Asset Management LLC
HITE Hedge Asset Management LLC
13F for Q3 2026, filed Nov 13, 2026. 128 positions worth $1.8B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$1.8B
−$9.0M (0.5%) vs Q2 2026
Positions
128
123 in Q2 2026
Top 10 share
43.9%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | POR Portland General Electric Co | 2.87M | $127.9M | 7.0% | +34.3% | 13F ↗ |
| 2 | XEL Xcel Energy Inc. | 1.37M | $96.3M | 5.3% | +28.8% | 13F ↗ |
| 3 | TBN Tamboran Resources Corporation | 2.92M | $96.2M | 5.3% | +1.3% | 13F ↗ |
| 4 | ETR Entergy Corporation | 861,382 | $85.5M | 4.7% | -0.5% | 13F ↗ |
| 5 | DVN Devon Energy Corporation | 1.65M | $75.9M | 4.2% | -26.8% | 13F ↗ |
| 6 | AEP American Electric Power Company, Inc. | 624,569 | $74.1M | 4.1% | +65.9% | 13F ↗ |
| 7 | MDU MDU Resources Group, Inc. | 3.67M | $68.1M | 3.7% | +17.0% | 13F ↗ |
| 8 | DTE DTE Energy Company | 531,343 | $64.7M | 3.6% | -7.8% | 13F ↗ |
| 9 | AEE Ameren Corporation | 602,588 | $59.9M | 3.3% | +44.7% | 13F ↗ |
| 10 | VNOM Viper Energy, Inc. | 1.21M | $48.3M | 2.7% | +11.4% | 13F ↗ |
| 11 | NI NiSource Inc | 1.20M | $46.9M | 2.6% | +43.0% | 13F ↗ |
| 12 | PPL PPL Corporation | 1.42M | $46.7M | 2.6% | +1.9% | 13F ↗ |
| 13 | CHRD Chord Energy Corporation | 342,913 | $46.0M | 2.5% | +9.8% | 13F ↗ |
| 14 | BKV BKV Corporation | 1.70M | $36.3M | 2.0% | +87.8% | 13F ↗ |
| 15 | FANG Diamondback Energy, Inc. | 191,542 | $35.2M | 1.9% | New | 13F ↗ |
| 16 | SU Suncor Energy Inc. | 499,518 | $33.9M | 1.9% | -44.4% | 13F ↗ |
| 17 | GPOR Gulfport Energy Corporation | 219,207 | $33.0M | 1.8% | -45.7% | 13F ↗ |
| 18 | BETA Beta Technologies, Inc. | 1.45M | $32.0M | 1.8% | -23.6% | 13F ↗ |
| 19 | EVRG Evergy, Inc. | 399,514 | $31.3M | 1.7% | +1.5% | 13F ↗ |
| 20 | TRP TC Energy Corporation | 490,593 | $28.3M | 1.6% | +803% | 13F ↗ |
| 21 | PNW Pinnacle West Capital Corporation | 299,955 | $27.9M | 1.5% | +20.0% | 13F ↗ |
| 22 | EXE Expand Energy Corporation | 311,086 | $26.2M | 1.4% | +32.6% | 13F ↗ |
| 23 | ADNT Adient plc | 1.49M | $25.2M | 1.4% | -31.2% | 13F ↗ |
| 24 | ED Consolidated Edison, Inc. | 243,766 | $24.9M | 1.4% | +4.4% | 13F ↗ |
| 25 | FE FirstEnergy Corp. | 500,000 | $21.7M | 1.2% | New | 13F ↗ |
| 26 | LNT Alliant Energy Corporation | 299,926 | $19.0M | 1.0% | -45.0% | 13F ↗ |
| 27 | F Ford Motor Company | 1.47M | $17.7M | 1.0% | New | 13F ↗ |
| 28 | GLNG Golar LNG Limited | 330,290 | $15.7M | 0.9% | -50.2% | 13F ↗ |
| 29 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 19,344 | $14.8M | 0.8% | +545% | 13F ↗ |
| 30 | KRSP Rice Acquisition Corporation 3 | 1.30M | $13.9M | 0.8% | -43.5% | 13F ↗ |
| 31 | SOLS Solstice Advanced Materials Inc. | 244,341 | $13.8M | 0.8% | New | 13F ↗ |
| 32 | Exxon Mobil Corp | 80,567 | $13.1M | 0.7% | New | 13F ↗ |
| 33 | DAN Dana Incorporated | 472,680 | $12.9M | 0.7% | -29.1% | 13F ↗ |
| 34 | VGNT Versigent PLC | 273,888 | $12.3M | 0.7% | -56.3% | 13F ↗ |
| 35 | PAG Penske Automotive Group, Inc. | 60,157 | $12.1M | 0.7% | New | 13F ↗ |
| 36 | PBA Pembina Pipeline Corp. | 267,828 | $12.0M | 0.7% | New | 13F ↗ |
| 37 | PBF PBF Energy Inc. | 149,547 | $11.5M | 0.6% | +37.0% | 13F ↗ |
| 38 | KNTK Kinetik Holdings Inc. | 217,298 | $10.9M | 0.6% | +311% | 13F ↗ |
| 39 | DCH Dauch Corporation | 2.09M | $10.9M | 0.6% | -2.5% | 13F ↗ |
| 40 | WMB Williams Companies, Inc. | 154,409 | $10.5M | 0.6% | -55.3% | 13F ↗ |
| 41 | ESI Element Solutions Inc. | 287,613 | $10.4M | 0.6% | +1187% | 13F ↗ |
| 42 | FLR Fluor Corporation | 213,289 | $10.2M | 0.6% | New | 13F ↗ |
| 43 | EE Excelerate Energy, Inc. | 287,912 | $9.3M | 0.5% | +199% | 13F ↗ |
| 44 | HYLN Hyliion Holdings Corp. | 2.20M | $9.2M | 0.5% | +57.2% | 13F ↗ |
| 45 | VLO Valero Energy Corporation | 23,016 | $8.9M | 0.5% | -12.5% | 13F ↗ |
| 46 | DTM DT Midstream, Inc. | 74,628 | $8.9M | 0.5% | New | 13F ↗ |
| 47 | HAL Halliburton Company | 271,458 | $8.6M | 0.5% | New | 13F ↗ |
| 48 | MOD Modine Manufacturing Company | 44,606 | $8.4M | 0.5% | +85.3% | 13F ↗ |
| 49 | APH Amphenol Corporation | 93,771 | $7.9M | 0.4% | +46.0% | 13F ↗ |
| 50 | BKH Black Hills Corporation | 108,500 | $7.6M | 0.4% | Unchanged | 13F ↗ |
Showing the top 50 of 128 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
54 new, 38 added to, 28 trimmed, 49 exited, 8 unchanged. By estimated dollars.
New positions (54)
| FANG Diamondback Energy, Inc. | 191,542 | New | $35.2M |
| FE FirstEnergy Corp. | 500,000 | New | $21.7M |
| F Ford Motor Company | 1.47M | New | $17.7M |
| SOLS Solstice Advanced Materials Inc. | 244,341 | New | $13.8M |
| Exxon Mobil Corp | 80,567 | New | $13.1M |
| PAG Penske Automotive Group, Inc. | 60,157 | New | $12.1M |
| PBA Pembina Pipeline Corp. | 267,828 | New | $12.0M |
| FLR Fluor Corporation | 213,289 | New | $10.2M |
| DTM DT Midstream, Inc. | 74,628 | New | $8.9M |
| HAL Halliburton Company | 271,458 | New | $8.6M |
Added to (38)
| POR Portland General Electric Co | 2.87M | +34.3% | $32.7M |
| AEP American Electric Power Company, Inc. | 624,569 | +65.9% | $29.4M |
| TRP TC Energy Corporation | 490,593 | +803% | $25.2M |
| XEL Xcel Energy Inc. | 1.37M | +28.8% | $21.5M |
| AEE Ameren Corporation | 602,588 | +44.7% | $18.5M |
| BKV BKV Corporation | 1.70M | +87.8% | $17.0M |
| NI NiSource Inc | 1.20M | +43.0% | $14.1M |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 19,344 | +545% | $12.5M |
| MDU MDU Resources Group, Inc. | 3.67M | +17.0% | $9.9M |
| ESI Element Solutions Inc. | 287,613 | +1187% | $9.6M |
Trimmed (28)
| DVN Devon Energy Corporation | 1.65M | -26.8% | -$27.8M |
| GPOR Gulfport Energy Corporation | 219,207 | -45.7% | -$27.7M |
| SU Suncor Energy Inc. | 499,518 | -44.4% | -$27.0M |
| GM General Motors Company | 67,543 | -78.8% | -$19.3M |
| GLNG Golar LNG Limited | 330,290 | -50.2% | -$15.8M |
| VGNT Versigent PLC | 273,888 | -56.3% | -$15.8M |
| LNT Alliant Energy Corporation | 299,926 | -45.0% | -$15.5M |
| WMB Williams Companies, Inc. | 154,409 | -55.3% | -$13.0M |
| ADNT Adient plc | 1.49M | -31.2% | -$11.4M |
| KRSP Rice Acquisition Corporation 3 | 1.30M | -43.5% | -$10.7M |
Exited (49)
| NRG NRG Energy, Inc. | 75,076 | Exited | -$11.0M |
| WMS Advanced Drainage Systems, Inc. | 60,437 | Exited | -$9.5M |
| CVX Chevron Corporation | 57,196 | Exited | -$9.5M |
| NTR Nutrien Ltd. | 147,639 | Exited | -$9.3M |
| KGS Kodiak Gas Services, Inc. | 123,154 | Exited | -$9.3M |
| SOBO South Bow Corporation | 255,184 | Exited | -$9.0M |
| IFF International Flavors & Fragrances, Inc. | 111,791 | Exited | -$8.9M |
| CARR Carrier Global Corporation | 120,378 | Exited | -$8.8M |
| UAMY United States Antimony Corporation | 1.21M | Exited | -$8.8M |
| PR Permian Resources Corporation | 457,664 | Exited | -$8.4M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 128 | $1.8B | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 125 | $1.8B | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 126 | $1.8B | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 121 | $1.6B | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 115 | $1.8B | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 111 | $1.7B | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 107 | $1.6B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer