Hite Hedge Asset Management LLC Top Holdings and 13F Report (2025) About Hite Hedge Asset Management LLCInvestment ActivityHite Hedge Asset Management LLC has $1.37 billion in total holdings as of December 31, 2024.Hite Hedge Asset Management LLC owns shares of 98 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 55.19% of the portfolio was purchased this quarter.About 20.27% of the portfolio was sold this quarter.This quarter, Hite Hedge Asset Management LLC has purchased 85 new stocks and bought additional shares in 33 stocks.Hite Hedge Asset Management LLC sold shares of 27 stocks and completely divested from 21 stocks this quarter.Largest Holdings DTE Energy $116,513,969Ameren $71,552,321CenterPoint Energy $59,701,708EQT $55,098,084VEREN INC $51,703,513 Largest New Holdings this Quarter CenterPoint Energy $59,701,708 HoldingDevon Energy $51,521,504 HoldingAPTIV PLC $29,544,843 HoldingEnbridge $21,255,139 HoldingStellantis $21,227,091 Holding Largest Purchases this Quarter DTE Energy 639,659 shares (about $77.24M)CenterPoint Energy 1,881,554 shares (about $59.70M)Ameren 628,925 shares (about $56.06M)Devon Energy 1,574,137 shares (about $51.52M)EQT 1,043,050 shares (about $48.10M) Largest Sales this Quarter AltC Acquisition 2,247,161 shares (about $47.71M)EnLink Midstream 907,861 shares (about $12.85M)NXP Semiconductors 43,015 shares (about $8.94M)Matador Resources 139,847 shares (about $7.87M)NextEra Energy 105,224 shares (about $7.54M) Sector Allocation Over TimeMap of 500 Largest Holdings ofHite Hedge Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDTEDTE Energy$116,513,969$77,238,824 ▲196.7%964,9198.5%UtilitiesAEEAmeren$71,552,321$56,062,374 ▲361.9%802,6965.2%UtilitiesCNPCenterPoint Energy$59,701,708$59,701,708 ▲New Holding1,881,5544.4%UtilitiesEQTEQT$55,098,084$48,095,036 ▲686.8%1,194,9274.0%Oils/EnergyVEREN INC$51,703,513$2,685,164 ▼-4.9%10,056,9983.8%COM NEWDVNDevon Energy$51,521,504$51,521,504 ▲New Holding1,574,1373.8%Oils/EnergyXELXcel Energy$44,346,933$22,935,193 ▲107.1%656,7973.2%UtilitiesPORPortland General Electric$43,049,887$10,091,662 ▲30.6%986,9303.1%UtilitiesFANGDiamondback Energy$42,688,528$35,745,904 ▲514.9%260,5663.1%Oils/EnergyCHRDChord Energy$40,796,779$13,665,259 ▲50.4%348,9293.0%Oils/EnergyETREntergy$39,292,274$21,141,876 ▲116.5%518,2312.9%UtilitiesARAntero Resources$35,829,547$2,367,838 ▲7.1%1,022,2412.6%Oils/EnergyCOPConocoPhillips$35,131,766$8,782,991 ▲33.3%354,2582.6%Oils/EnergyLADLithia Motors$34,494,854$3,974,979 ▼-10.3%96,5082.5%Retail/WholesaleTMToyota Motor$29,726,483$9,477,312 ▲46.8%152,7492.2%Auto/Tires/TrucksAPTIV PLC$29,544,843$29,544,843 ▲New Holding488,5062.2%COM SHSCTRACoterra Energy$27,577,632$9,502,234 ▲52.6%1,079,7822.0%Oils/EnergyNINiSource$27,402,485$531,807 ▼-1.9%745,4432.0%UtilitiesENBEnbridge$21,255,139$21,255,139 ▲New Holding500,9461.6%Oils/EnergySTLAStellantis$21,227,091$21,227,091 ▲New Holding1,626,5971.6%Auto/Tires/TrucksCHKChesapeake Energy$20,640,398$20,640,398 ▲New Holding207,3371.5%Oils/EnergyCMSCMS Energy$19,807,447$3,891,027 ▼-16.4%297,1861.4%UtilitiesHESMHess Midstream$19,641,749$19,641,749 ▲New Holding530,4281.4%Oils/EnergyMURMurphy Oil$19,525,326$15,762,253 ▲418.9%645,2521.4%Oils/EnergyBKV CORP$17,401,871$5,171,627 ▲42.3%731,7861.3%COMPPLPPL$17,258,333$7,268,021 ▲72.8%531,6801.3%UtilitiesAROCArchrock$16,686,978$3,234,381 ▲24.0%670,4291.2%Oils/EnergyPBAPembina Pipeline$16,028,435$16,028,435 ▲New Holding433,8181.2%Oils/EnergyEVERGY INC$15,793,361$3,011,888 ▼-16.0%256,5941.2%COMNEENextEra Energy$14,338,000$7,543,509 ▼-34.5%200,0001.0%UtilitiesADNTAdient$14,064,608$7,740,957 ▲122.4%816,2861.0%Auto/Tires/TrucksCVXChevron$14,013,994$14,013,994 ▲New Holding96,7551.0%Oils/EnergyTRGPTarga Resources$12,243,137$12,243,137 ▲New Holding68,5890.9%Oils/EnergySOUTH BOW CORP$11,881,663$11,881,663 ▲New Holding503,5170.9%COMCVECenovus Energy$11,231,543$755,349 ▲7.2%741,3560.8%Oils/EnergyTAMBORAN RES CORP$10,734,727$461,864 ▲4.5%511,4210.8%COMKEXKirby$10,444,364$10,444,364 ▲New Holding98,7180.8%TransportationOVVOvintiv$10,253,061$3,582,873 ▼-25.9%253,1620.7%Oils/EnergyESIElement Solutions$9,967,695$9,967,695 ▲New Holding391,9660.7%Basic MaterialsTHRMGentherm$9,832,410$9,832,410 ▲New Holding246,2720.7%Auto/Tires/TrucksALVAutoliv$9,474,853$3,226,563 ▼-25.4%101,0220.7%Auto/Tires/TrucksPNWPinnacle West Capital$9,034,193$1,208,990 ▲15.4%106,5730.7%UtilitiesPSXPhillips 66$8,908,642$8,908,642 ▲New Holding78,1940.7%Oils/EnergyWLKWestlake$6,953,293$5,280,550 ▲315.7%60,6480.5%Basic MaterialsNESRNational Energy Services Reunited$6,516,026$215,694 ▲3.4%727,2350.5%Oils/EnergyENLCEnLink Midstream$6,358,600$12,846,234 ▼-66.9%449,3710.5%Oils/EnergyAIRJOULE TECHNOLOGIES CORP$6,190,675$197,679 ▼-3.1%5,627,8860.5%*W EXP 03/15/202TTITETRA Technologies$6,019,802$1,484,411 ▲32.7%1,681,5090.4%Oils/EnergyMPMP Materials$6,019,198$6,019,198 ▲New Holding385,8460.4%Basic MaterialsCTVACorteva$5,696,000$5,696,000 ▲New Holding100,0000.4%Consumer StaplesMLMMartin Marietta Materials$5,470,768$5,470,768 ▲New Holding10,5920.4%ConstructionWMBWilliams Companies$5,412,000$4,526,380 ▼-45.5%100,0000.4%Oils/EnergyMSFTMicrosoft$5,370,7530.0%12,7420.4%Computer and TechnologyCNQCanadian Natural Resources$4,793,648$4,793,648 ▲New Holding155,2850.4%Oils/EnergyVLOValero Energy$4,749,872$4,458,721 ▼-48.4%38,7460.3%Oils/EnergyGLNGGolar LNG$4,691,172$5,389,240 ▼-53.5%110,8500.3%TransportationPHINPHINIA$4,396,909$1,060,800 ▲31.8%91,2790.3%Auto/Tires/TrucksNPWRNET Power$4,357,912$252,974 ▲6.2%411,5120.3%Oils/EnergyEMREmerson Electric$4,311,649$4,311,649 ▲New Holding34,7910.3%Industrial ProductsMBLYMobileye Global$4,264,274$4,264,274 ▲New Holding214,0700.3%Auto/Tires/TrucksEVGOEVgo$4,237,989$2,561,670 ▲152.8%1,046,4170.3%Auto/Tires/TrucksOSKOshkosh$4,230,235$4,230,235 ▲New Holding44,4960.3%Auto/Tires/TrucksACHRArcher Aviation$4,196,010$2,337,660 ▲125.8%430,3600.3%AerospaceALCCAltC Acquisition$4,128,577$47,707,230 ▼-92.0%194,4690.3%Oils/EnergyMTDRMatador Resources$4,114,688$7,867,793 ▼-65.7%73,1370.3%Oils/EnergyCATCaterpillar$4,054,569$4,054,569 ▲New Holding11,1770.3%Industrial ProductsOLNOlin$3,720,366$3,720,366 ▲New Holding110,0700.3%Basic MaterialsSAHSonic Automotive$3,707,622$1,900,627 ▲105.2%58,5260.3%Retail/WholesaleFSLRFirst Solar$3,668,964$3,668,964 ▲New Holding20,8180.3%Oils/EnergyGMGeneral Motors$3,537,501$2,696,368 ▲320.6%66,4070.3%Auto/Tires/TrucksBORRBorr Drilling$2,903,425$90,406 ▼-3.0%744,4680.2%Oils/EnergyGPIGroup 1 Automotive$2,848,783$136,138 ▲5.0%6,7590.2%Retail/WholesaleNXPINXP Semiconductors$2,702,674$8,940,669 ▼-76.8%13,0030.2%Computer and TechnologyHYLNHyliion$2,315,863$120,987 ▼-5.0%887,3040.2%Auto/Tires/TrucksXYLXylem$2,227,468$2,227,468 ▲New Holding19,1990.2%Business ServicesLITHIUM AMERS CORP NEW$2,172,475$1,306,723 ▲150.9%731,4730.2%COM SHSROKRockwell Automation$2,164,288$2,164,288 ▲New Holding7,5730.2%Computer and TechnologyDANDana$2,048,640$2,048,640 ▲New Holding177,2180.1%Auto/Tires/TrucksAXLAmerican Axle & Manufacturing$2,006,429$2,006,429 ▲New Holding344,1560.1%Auto/Tires/TrucksINVZInnoviz Technologies$1,972,055$1,972,055 ▲New Holding1,173,8420.1%Auto/Tires/TrucksWERNWerner Enterprises$1,839,032$1,839,032 ▲New Holding51,1980.1%TransportationTE CONNECTIVITY PLC$1,586,109$1,125,746 ▲244.5%11,0940.1%ORD SHSCLNEClean Energy Fuels$1,250,565$264,303 ▼-17.4%498,2330.1%UtilitiesAPHAmphenol$1,225,237$1,225,237 ▲New Holding17,6420.1%Computer and TechnologyCRMTAmerica's Car-Mart$1,141,901$236,211 ▼-17.1%22,2810.1%Retail/WholesaleTSLATesla$1,057,657$2,353,580 ▼-69.0%2,6190.1%Auto/Tires/TrucksVCVisteon$996,059$224,284 ▼-18.4%11,2270.1%Auto/Tires/TrucksPONY AI INC$974,853$974,853 ▲New Holding67,9340.1%SPONSORED ADSASTLAlgoma Steel Group$906,0780.0%92,6460.1%Basic MaterialsCENXCentury Aluminum$723,4250.0%39,7050.1%Industrial ProductsALLYAlly Financial$717,499$1,022,792 ▼-58.8%19,9250.1%FinanceAURAurora Innovation$673,344$477,049 ▼-41.5%106,8800.0%Business ServicesZEEKR INTELLIGENT TECHNOLOGY$633,811$734,163 ▼-53.7%22,3330.0%SPON ADSGODNUGolden Star Acquisition$573,5000.0%50,0000.0%Financial ServicesRIVNRivian Automotive$559,930$2,007,821 ▼-78.2%42,1000.0%Auto/Tires/TrucksCOPXGlobal X Copper Miners ETF$436,741$240,419 ▲122.5%11,4390.0%ETFPLLPiedmont Lithium$323,581$1,013,700 ▼-75.8%37,0230.0%Basic MaterialsSWVLSwvl$210,061$210,061 ▲New Holding32,9100.0%Business ServicesGPORGulfport Energy$0$26,983,889 ▼-100.0%00.0%Oils/EnergyNFENew Fortress Energy$0$16,884,611 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. 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