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HITE Hedge Asset Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
HITE Hedge Asset Management LLC
报告期 2026-03-31 · CIK 0001568939
持仓数
126
前50大市值合计
$1.54B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 106 项
建仓 36
增持 22
减持 26
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
NFE
NEW FORTRESS ENERGY INC
+$47.0M
2,374,073
+341%
减持
OVV
OVINTIV INC
-$39.2M
734,646
-43%
增持
MUR
MURPHY OIL CORP
+$36.2M
1,221,341
+488%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
ETR
ENTERGY CORP NEW
-$36.2M
780,898
-27%
增持
LNT
ALLIANT ENERGY CORP
+$34.0M
667,480
+2181%
建仓
NOG
NORTHERN OIL AND GAS INC MN
+$32.7M
1,076,999
增持
COP
CONOCOPHILLIPS
+$30.2M
470,731
+237%
增持
CVE
CENOVUS ENERGY INC
+$27.5M
1,820,154
+720%
减持
FANG
DIAMONDBACK ENERGY INC
-$24.5M
229,476
-43%
减持
FE
FIRSTENERGY CORP
-$24.0M
15,687
-97%
清仓
—
NORTHERN OIL & GAS INC NEV
-$23.9M
0
-100%
减持
NI
NISOURCE INC
-$23.3M
3,093,856
-23%
增持
—
PDC ENERGY INC
+$23.0M
577,779
+161%
建仓
RRC
RANGE RES CORP
+$21.5M
811,962
建仓
—
ATLAS ENERGY SOLUTIONS INC
+$20.4M
1,200,000
减持
—
SOUTHWESTERN ENERGY CO
-$20.3M
500,000
-87%
减持
CMS
CMS ENERGY CORP
-$16.3M
149,255
-63%
增持
PBA
PEMBINA PIPELINE CORP
+$16.0M
1,406,869
+61%
清仓
EXE
CHESAPEAKE ENERGY CORP
-$15.2M
0
-100%
减持
DTE
DTE ENERGY CO
-$15.0M
659,213
-11%
建仓
WMB
WILLIAMS COS INC
+$13.5M
451,199
减持
CHRD
CHORD ENERGY CORPORATION
-$13.4M
27,784
-78%
减持
SM
SM ENERGY CO
-$13.4M
272,964
-55%
清仓
OXY
OCCIDENTAL PETE CORP
-$13.2M
0
-100%
清仓
—
LINDE PLC
-$11.7M
0
-100%
增持
TRGP
TARGA RES CORP
+$11.4M
978,374
+20%
增持
CNP
CENTERPOINT ENERGY INC
+$11.1M
681,289
+127%
建仓
CNX
CNX RES CORP
+$10.0M
621,545
清仓
CIVI
CIVITAS RESOURCES INC
-$9.9M
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW
-$9.9M
0
-100%
增持
EQT
EQT CORP
+$9.7M
707,307
+86%
建仓
GM
GENERAL MTRS CO
+$9.0M
246,684
建仓
AM
ANTERO MIDSTREAM CORP
+$8.7M
831,615
减持
CLNE
CLEAN ENERGY FUELS CORP
-$8.3M
343,033
-82%
减持
—
STEM INC
-$8.1M
921,807
-38%
清仓
—
TRANSCANADA CORP
-$8.0M
0
-100%
建仓
DOW
DOW INC
+$7.8M
143,079
建仓
NSC
NORFOLK SOUTHN CORP
+$7.7M
36,220
建仓
CF
CF INDS HLDGS INC
+$7.5M
102,937
建仓
DAN
DANA INC
+$7.2M
475,276
增持
LEA
LEAR CORP
+$7.0M
95,844
+86%
建仓
FDX
FEDEX CORP
+$6.9M
30,000
清仓
MTDR
MATADOR RES CO
-$6.6M
0
-100%
建仓
DINO
HF SINCLAIR CORP
+$6.5M
134,985
减持
—
FREYR BATTERY
-$6.3M
686,862
-52%
建仓
MGA
MAGNA INTL INC
+$5.9M
110,486
建仓
NEE
NEXTERA ENERGY INC
+$5.8M
75,600
建仓
TALO
TALOS ENERGY INC
+$5.8M
390,422
建仓
SEDG
SOLAREDGE TECHNOLOGIES INC
+$5.5M
18,000
增持
—
NXP SEMICONDUCTORS N V
+$5.4M
41,985
+174%
减持
—
STELLANTIS N.V
-$5.3M
338,332
-58%
建仓
ENPH
ENPHASE ENERGY INC
+$5.3M
25,000
减持
AEE
AMEREN CORP
-$5.2M
271,591
-16%
增持
XEL
XCEL ENERGY INC
+$5.0M
403,812
+28%
建仓
—
LINDE PLC
+$4.7M
13,118
建仓
FMC
FMC CORP
+$4.5M
36,893
增持
PPL
PPL CORP
+$4.2M
1,025,529
+24%
增持
DCH
AMERICAN AXLE & MFG HLDGS IN
+$4.1M
760,467
+230%
建仓
PCG
PG&E CORP
+$4.0M
250,000
建仓
PR
PERMIAN RESOURCES CORP
+$3.9M
371,646
建仓
CSX
CSX CORP
+$3.8M
126,859
减持
EVRG
EVERGY INC
-$3.7M
449,301
-9%
建仓
—
APTIV PLC
+$3.1M
27,645
建仓
CTRA
COTERRA ENERGY INC
+$3.0M
120,744
增持
CWEN
CLEARWAY ENERGY INC
+$2.5M
1,193,507
+9%
清仓
CNQ
CANADIAN NAT RES LTD
-$2.4M
0
-100%
清仓
GPRE
GREEN PLAINS INC
-$2.4M
0
-100%
清仓
DTM
DT MIDSTREAM INC
-$2.4M
0
-100%
清仓
—
FIRST RESERVE SUSTAINABLE GW
-$2.4M
0
-100%
建仓
HOG
HARLEY DAVIDSON INC
+$2.3M
60,389
建仓
CTVA
CORTEVA INC
+$2.1M
35,163
减持
OLN
OLIN CORP
-$2.0M
107,513
-29%
建仓
ROK
ROCKWELL AUTOMATION INC
+$2.0M
6,868
建仓
UNP
UNION PAC CORP
+$2.0M
10,000
建仓
NTR
NUTRIEN LTD
+$2.0M
26,862
减持
EXC
EXELON CORP
-$1.9M
846,480
-2%
清仓
—
DIAMOND OFFSHORE DRILLING IN
-$1.8M
0
-100%
建仓
DAR
DARLING INGREDIENTS INC
+$1.8M
30,000
增持
ALV
AUTOLIV INC
+$1.7M
79,571
+6%
减持
BE
BLOOM ENERGY CORP
-$1.7M
92,240
-50%
减持
PAGP
PLAINS GP HLDGS L P
-$1.5M
304,620
-30%
增持
ASTL
ALGOMA STL GROUP INC
+$1.3M
515,277
+13%
建仓
SPY
SPDR S&P 500 ETF TR
+$1.2M
3,000
增持
TM
TOYOTA MOTOR CORP
+$1.2M
37,697
+24%
增持
POR
PORTLAND GEN ELEC CO
+$1.1M
812,571
+3%
减持
RPM
RPM INTL INC
-$1.0M
40,784
-13%
清仓
—
TRANSOCEAN LTD
-$884.7K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$812.1K
0
-100%
建仓
—
SENSATA TECHNOLOGIES HLDG PL
+$796.1K
15,915
增持
—
AXALTA COATING SYS LTD
+$772.2K
123,257
+6%
清仓
HP
HELMERICH & PAYNE INC
-$752.4K
0
-100%
建仓
—
FISKER INC
+$642.8K
104,691
建仓
—
THE LION ELECTRIC COMPANY
+$629.7K
338,564
减持
SR
SPIRE INC
-$568.6K
61,576
-13%
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$566.9K
32,924
-44%
建仓
—
POLESTAR AUTOMOTIVE HLDG UK
+$557.4K
147,070
清仓
JNJ
JOHNSON & JOHNSON
-$489.5K
0
-100%
清仓
JPM
JPMORGAN CHASE & CO
-$454.9K
0
-100%
清仓
ABBV
ABBVIE INC
-$413.7K
0
-100%
增持
AUR
AURORA INNOVATION INC
+$381.8K
622,076
+56%
清仓
ABT
ABBOTT LABS
-$263.5K
0
-100%
减持
VC
VISTEON CORP
+$260.4K
47,952
-14%
清仓
EEM
ISHARES TR
-$255.8K
0
-100%
减持
—
RICE ACQUISITION CORP II
-$223.4K
1,028,383
-3%
清仓
EMR
EMERSON ELEC CO
-$201.7K
0
-100%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$113.6K
174,039
-1%