HITE Hedge Asset Management LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| PORTLAND GEN ELEC CO | 0 | 2,654,761 | +2,654,761 | 0 | 127,401,980 | +127,401,980 |
| AMERICAN ELEC PWR CO INC | 0 | 277,787 | +277,787 | 0 | 32,031,619 | +32,031,619 |
| OVINTIV INC | 0 | 794,980 | +794,980 | 0 | 31,155,266 | +31,155,266 |
| EQT CORP | 0 | 825,515 | +825,515 | 0 | 44,247,604 | +44,247,604 |
| XCEL ENERGY INC | 0 | 1,668,743 | +1,668,743 | 0 | 123,253,358 | +123,253,358 |
| MAGNOLIA OIL & GAS CORP | 0 | 1,454,388 | +1,454,388 | 0 | 31,836,553 | +31,836,553 |
| RICE ACQUISITION CORP 3 | 0 | 2,300,654 | +2,300,654 | 0 | 23,581,704 | +23,581,704 |
| FORD MTR CO | 0 | 1,452,916 | +1,452,916 | 0 | 19,062,258 | +19,062,258 |
| EVERSOURCE ENERGY | 0 | 280,391 | +280,391 | 0 | 18,878,726 | +18,878,726 |
| QNITY ELECTRONICS INC | 0 | 217,384 | +217,384 | 0 | 17,749,404 | +17,749,404 |
| BETA TECHNOLOGIES INC | 0 | 612,868 | +612,868 | 0 | 17,289,006 | +17,289,006 |
| SUNCOR ENERGY INC NEW | 0 | 698,673 | +698,673 | 0 | 30,993,134 | +30,993,134 |
| MDU RES GROUP INC | 0 | 690,000 | +690,000 | 0 | 13,468,800 | +13,468,800 |
| BAYTEX ENERGY CORP | 0 | 3,311,203 | +3,311,203 | 0 | 10,710,481 | +10,710,481 |
| ONEOK INC NEW | 0 | 143,546 | +143,546 | 0 | 10,550,631 | +10,550,631 |
| INTERNATIONAL FLAVORS&FRAGRA | 0 | 152,665 | +152,665 | 0 | 10,288,094 | +10,288,094 |
| FEDEX CORP | 0 | 34,025 | +34,025 | 0 | 9,828,462 | +9,828,462 |
| ITRON INC | 0 | 92,298 | +92,298 | 0 | 8,570,792 | +8,570,792 |
| STERLING INFRASTRUCTURE INC | 0 | 26,755 | +26,755 | 0 | 8,193,184 | +8,193,184 |
| TAMBORAN RES CORP | 0 | 2,036,603 | +2,036,603 | 0 | 55,456,700 | +55,456,700 |
| NATIONAL ENERGY SERVICES REU | 0 | 919,381 | +919,381 | 0 | 14,397,506 | +14,397,506 |
| EMERSON ELEC CO | 0 | 51,325 | +51,325 | 0 | 6,811,854 | +6,811,854 |
| GOLAR LNG LTD | 0 | 176,977 | +176,977 | 0 | 6,585,314 | +6,585,314 |
| BKV CORP | 0 | 1,000,839 | +1,000,839 | 0 | 27,172,779 | +27,172,779 |
| DANA INC | 0 | 570,607 | +570,607 | 0 | 13,557,622 | +13,557,622 |
| AMERICAN RES CORP | 0 | 2,318,401 | +2,318,401 | 0 | 5,749,634 | +5,749,634 |
| PACCAR INC | 0 | 50,758 | +50,758 | 0 | 5,558,509 | +5,558,509 |
| OSHKOSH CORP | 0 | 46,336 | +46,336 | 0 | 5,821,192 | +5,821,192 |
| ALLIANT ENERGY CORP | 0 | 500,591 | +500,591 | 0 | 32,543,421 | +32,543,421 |
| COEUR MNG INC | 0 | 274,671 | +274,671 | 0 | 4,897,384 | +4,897,384 |
| OWENS CORNING NEW | 0 | 67,790 | +67,790 | 0 | 7,586,379 | +7,586,379 |
| ASBURY AUTOMOTIVE GROUP INC | 0 | 34,082 | +34,082 | 0 | 7,925,087 | +7,925,087 |
| STELLANTIS N.V | 0 | 797,453 | +797,453 | 0 | 8,684,263 | +8,684,263 |
| WATERBRIDGE INFRASTRUCTURE L | 0 | 284,689 | +284,689 | 0 | 5,696,627 | +5,696,627 |
| IDAHO STRATEGIC RESOURCES | 0 | 91,930 | +91,930 | 0 | 3,704,779 | +3,704,779 |
| EXPAND ENERGY CORPORATION | 0 | 33,056 | +33,056 | 0 | 3,648,060 | +3,648,060 |
| NVENT ELECTRIC PLC | 0 | 34,309 | +34,309 | 0 | 3,498,489 | +3,498,489 |
| AES CORP | 0 | 241,451 | +241,451 | 0 | 3,462,407 | +3,462,407 |
| MASTEC INC | 0 | 15,864 | +15,864 | 0 | 3,448,358 | +3,448,358 |
| GE VERNOVA INC | 0 | 5,000 | +5,000 | 0 | 3,267,850 | +3,267,850 |
| SOLSTICE ADVANCED MATLS INC | 0 | 64,536 | +64,536 | 0 | 3,135,159 | +3,135,159 |
| OLIN CORP | 0 | 146,381 | +146,381 | 0 | 3,049,116 | +3,049,116 |
| UR-ENERGY INC | 0 | 2,065,501 | +2,065,501 | 0 | 2,871,046 | +2,871,046 |
| MODINE MFG CO | 0 | 21,086 | +21,086 | 0 | 2,815,192 | +2,815,192 |
| GLOBAL X FDS | 0 | 38,231 | +38,231 | 0 | 2,744,603 | +2,744,603 |
| WERIDE INC | 0 | 313,879 | +313,879 | 0 | 2,724,470 | +2,724,470 |
| HYLIION HOLDINGS CORP | 0 | 2,827,742 | +2,827,742 | 0 | 5,203,045 | +5,203,045 |
| EVE HLDG INC | 0 | 619,277 | +619,277 | 0 | 2,470,915 | +2,470,915 |
| ASP ISOTOPES INC | 0 | 449,883 | +449,883 | 0 | 2,406,874 | +2,406,874 |
| TESLA INC | 0 | 4,479 | +4,479 | 0 | 2,014,296 | +2,014,296 |
| LYFT INC | 0 | 96,631 | +96,631 | 0 | 1,871,742 | +1,871,742 |
| BLACK HILLS CORP | 0 | 25,000 | +25,000 | 0 | 1,735,500 | +1,735,500 |
| LANDBRIDGE COMPANY LLC | 0 | 47,105 | +47,105 | 0 | 2,307,674 | +2,307,674 |
| ALGONQUIN PWR UTILS CORP | 0 | 200,000 | +200,000 | 0 | 1,230,000 | +1,230,000 |
| GENTEX CORP | 0 | 50,186 | +50,186 | 0 | 1,167,828 | +1,167,828 |
| SENSATA TECHNOLOGIES HLDG PL | 0 | 33,367 | +33,367 | 0 | 1,110,787 | +1,110,787 |
| RB GLOBAL INC | 0 | 8,838 | +8,838 | 0 | 909,165 | +909,165 |
| USA RARE EARTH INC(Put) | 0 | 2,250 | +2,250 | 0 | 742,500 | +742,500 |
| EXCELERATE ENERGY INC | 0 | 191,930 | +191,930 | 0 | 5,383,637 | +5,383,637 |
| TE CONNECTIVITY PLC | 0 | 14,068 | +14,068 | 0 | 3,200,611 | +3,200,611 |
| AIRJOULE TECHNOLOGIES CORP | 0 | 6,108,275 | +6,108,275 | 0 | 5,192,034 | +5,192,034 |
| TETRA TECHNOLOGIES INC DEL | 0 | 571,133 | +571,133 | 0 | 5,351,516 | +5,351,516 |
| UNITIL CORP | 0 | 182,218 | +182,218 | 0 | 8,826,640 | +8,826,640 |
| MP MATERIALS CORP(Put) | 0 | 2,250 | +2,250 | 0 | 472,500 | +472,500 |
| HF SINCLAIR CORP | 0 | 219,672 | +219,672 | 0 | 10,122,486 | +10,122,486 |
| AMERICAS CAR-MART INC | 0 | 30,987 | +30,987 | 0 | 782,732 | +782,732 |
| USA RARE EARTH INC | 0 | 368,918 | +368,918 | 0 | 4,390,124 | +4,390,124 |
| FERMI INC | 0 | 45,413 | +45,413 | 0 | 363,304 | +363,304 |
| ELEVRA LITHIUM LTD | 0 | 12,168 | +12,168 | 0 | 639,672 | +639,672 |
| MARVELL TECHNOLOGY INC | 0 | 4,000 | +4,000 | 0 | 339,920 | +339,920 |
| RICE ACQUISITION CORP 3 | 0 | 383,439 | +383,439 | 0 | 306,751 | +306,751 |
| ALLY FINL INC | 0 | 20,869 | +20,869 | 0 | 945,157 | +945,157 |
| CARMAX INC | 0 | 7,779 | +7,779 | 0 | 300,581 | +300,581 |
| RIVIAN AUTOMOTIVE INC | 0 | 0 | 0 | 0 | 1,091,353 | +1,091,353 |
| AMPHENOL CORP NEW | 0 | 11,790 | +11,790 | 0 | 1,593,301 | +1,593,301 |
| SPDR S&P 500 ETF TR | 0 | 3,000 | +3,000 | 0 | 2,045,760 | +2,045,760 |
| SES AI CORPORATION | 0 | 306,121 | +306,121 | 0 | 551,018 | +551,018 |
| AMPRIUS TECHNOLOGIES INC | 0 | 57,802 | +57,802 | 0 | 456,058 | +456,058 |
| MOBILEYE GLOBAL INC | 0 | 195,028 | +195,028 | 0 | 2,036,092 | +2,036,092 |
| LUCID GROUP INC | 0 | 0 | 0 | 0 | 0 | 0 |
| QUANTUMSCAPE CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| ZEEKR INTELLIGENT TECHNOLOGY | 0 | 0 | 0 | 0 | 0 | 0 |
| FIRSTENERGY CORP | 0 | 334,504 | +334,504 | 0 | 14,975,744 | +14,975,744 |
| CREDO TECHNOLOGY GROUP HOLDI | 0 | 0 | 0 | 0 | 0 | 0 |
| PETROLEO BRASILEIRO SA PETRO | 0 | 45,725 | +45,725 | 0 | 541,841 | +541,841 |
| MICRON TECHNOLOGY INC | 0 | 0 | 0 | 0 | 0 | 0 |
| ALGOMA STL GROUP INC | 0 | 0 | 0 | 0 | 0 | 0 |
| PHINIA INC | 0 | 241,116 | +241,116 | 0 | 15,115,562 | +15,115,562 |
| OKLO INC(Put) | 0 | 0 | 0 | 0 | 0 | 0 |
| WOLFSPEED INC | 0 | 45,105 | +45,105 | 0 | 785,278 | +785,278 |
| SM ENERGY CO | 0 | 166,923 | +166,923 | 0 | 3,121,460 | +3,121,460 |
| HESAI GROUP | 0 | 21,163 | +21,163 | 0 | 474,051 | +474,051 |
| NET POWER INC | 0 | 749,091 | +749,091 | 0 | 1,707,927 | +1,707,927 |
| RIVIAN AUTOMOTIVE INC | 0 | 0 | 0 | 0 | 0 | 0 |
| KODIAK GAS SVCS INC | 0 | 231,116 | +231,116 | 0 | 8,643,738 | +8,643,738 |
| NVIDIA CORPORATION | 0 | 15,673 | +15,673 | 0 | 2,923,015 | +2,923,015 |
| ADVANCED MICRO DEVICES INC | 0 | 2,000 | +2,000 | 0 | 428,320 | +428,320 |
| INNOVIZ TECHNOLOGIES LTD | 0 | 1,225,704 | +1,225,704 | 0 | 1,045,648 | +1,045,648 |
| HCM II ACQUISITION CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| CARVANA CO | 0 | 0 | 0 | 0 | 0 | 0 |