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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 105 项
建仓 34
增持 24
减持 31
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
XEL
XCEL ENERGY INC
+$40.1M
700,000
增持
NFE
NEW FORTRESS ENERGY INC
+$32.6M
2,806,413
+26%
建仓
OVV
OVINTIV INC
+$32.0M
671,942
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
EXC
EXELON CORP
-$28.7M
178,146
-80%
建仓
SO
SOUTHERN CO
+$26.7M
412,388
减持
PR
PERMIAN RESOURCES CORP
-$23.7M
274,037
-89%
增持
EVRG
EVERGY INC
+$22.4M
503,421
+842%
增持
MUR
MURPHY OIL CORP
+$21.0M
521,559
+659%
清仓
SR
SPIRE INC
-$20.5M
0
-100%
清仓
CVE
CENOVUS ENERGY INC
-$19.5M
0
-100%
建仓
—
ENERPLUS CORP
+$17.3M
985,470
减持
ETR
ENTERGY CORP NEW
-$14.7M
296,732
-31%
减持
TM
TOYOTA MOTOR CORP
-$14.0M
43,945
-68%
增持
EQT
EQT CORP
+$13.5M
989,413
+53%
减持
—
ATLAS ENERGY SOLUTIONS INC
-$13.4M
365,865
-71%
建仓
F
FORD MTR CO DEL
+$13.3M
1,074,478
建仓
ABG
ASBURY AUTOMOTIVE GROUP INC
+$13.1M
57,101
减持
DTE
DTE ENERGY CO
-$13.1M
40,328
-74%
减持
GM
GENERAL MTRS CO
-$11.6M
87,005
-77%
清仓
—
PDC ENERGY INC
-$10.2M
0
-100%
增持
OLN
OLIN CORP
+$10.1M
307,437
+198%
减持
AEE
AMEREN CORP
-$8.7M
112,000
-46%
减持
NI
NISOURCE INC
-$8.6M
1,856,517
-7%
减持
SM
SM ENERGY CO
-$8.4M
84,907
-77%
清仓
TALO
TALOS ENERGY INC
-$8.3M
0
-100%
减持
FANG
DIAMONDBACK ENERGY INC
-$8.3M
131,784
-40%
增持
PBA
PEMBINA PIPELINE CORP
+$7.8M
1,124,317
+36%
建仓
PHIN
PHINIA INC
+$7.7M
287,837
建仓
ASH
ASHLAND INC
+$7.5M
91,959
清仓
AM
ANTERO MIDSTREAM CORP
-$6.6M
0
-100%
建仓
PPG
PPG INDS INC
+$6.1M
46,776
减持
CSX
CSX CORP
-$6.0M
13,942
-93%
建仓
—
APTIV PLC
+$5.9M
60,224
增持
CWEN
CLEARWAY ENERGY INC
-$5.9M
922,088
+4%
建仓
—
AXALTA COATING SYS LTD
+$5.9M
219,736
清仓
MGY
MAGNOLIA OIL & GAS CORP
-$5.6M
0
-100%
建仓
—
PIONEER NAT RES CO
+$5.4M
23,587
清仓
DTM
DT MIDSTREAM INC
-$5.3M
0
-100%
建仓
SAH
SONIC AUTOMOTIVE INC
+$5.3M
110,217
增持
KGS
KODIAK GAS SVCS INC
+$5.2M
1,292,585
+18%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$4.9M
0
-100%
清仓
RPM
RPM INTL INC
-$4.8M
0
-100%
减持
TRGP
TARGA RES CORP
-$4.8M
353,289
-23%
建仓
NTR
NUTRIEN LTD
+$4.8M
77,202
清仓
CF
CF INDS HLDGS INC
-$4.4M
0
-100%
增持
—
SENSATA TECHNOLOGIES HLDG PL
+$4.1M
302,752
+85%
增持
CMS
CMS ENERGY CORP
+$4.0M
217,024
+70%
增持
PNW
PINNACLE WEST CAP CORP
+$3.9M
152,943
+69%
建仓
CHRD
CHORD ENERGY CORPORATION
+$3.8M
23,277
建仓
VLO
VALERO ENERGY CORP
+$3.8M
26,537
增持
COP
CONOCOPHILLIPS
+$3.5M
77,213
+40%
清仓
BWA
BORGWARNER INC
-$3.4M
0
-100%
增持
POR
PORTLAND GEN ELEC CO
+$3.4M
1,075,525
+25%
清仓
CTRA
COTERRA ENERGY INC
-$3.1M
0
-100%
建仓
XOP
SPDR SER TR
+$3.0M
20,000
减持
—
MARATHON OIL CORP
-$3.0M
351,801
-34%
建仓
GPRE
GREEN PLAINS INC
+$2.9M
97,075
减持
CTVA
CORTEVA INC
-$2.9M
6,347
-89%
建仓
DVN
DEVON ENERGY CORP NEW
+$2.8M
59,610
建仓
OKLO
ALTC ACQUISITION CORP
+$2.8M
273,066
减持
CLNE
CLEAN ENERGY FUELS CORP
-$2.6M
170,409
-74%
减持
RRC
RANGE RES CORP
-$2.5M
263,888
-30%
清仓
LEA
LEAR CORP
-$2.5M
0
-100%
增持
NPWR
NET POWER INC
+$2.5M
877,659
+6%
建仓
MOS
MOSAIC CO NEW
+$2.4M
68,011
增持
LNT
ALLIANT ENERGY CORP
+$2.4M
347,891
+26%
减持
—
STEM INC
-$2.3M
729,251
-22%
建仓
CVX
CHEVRON CORP NEW
+$2.2M
13,114
减持
DCH
AMERICAN AXLE & MFG HLDGS IN
-$2.2M
728,927
-19%
建仓
KMX
CARMAX INC
+$2.0M
28,609
建仓
—
ATLANTICA SUSTAINABLE INFR P
+$1.9M
100,000
减持
NOG
NORTHERN OIL & GAS INC
-$1.9M
336,253
-25%
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$1.8M
0
-100%
减持
VC
VISTEON CORP
-$1.8M
62,900
-14%
清仓
FMC
FMC CORP
-$1.8M
0
-100%
清仓
ALLY
ALLY FINL INC
-$1.7M
0
-100%
减持
—
ENVIVA PARTNERS LP
-$1.6M
323,575
-13%
建仓
MBLY
MOBILEYE GLOBAL INC
+$1.5M
35,333
减持
BEEM
BEAM GLOBAL
-$1.3M
109,116
-45%
增持
MGA
MAGNA INTL INC
+$1.2M
43,688
+124%
建仓
TSPH
TUSIMPLE HLDGS INC
+$1.2M
784,917
增持
HMC
HONDA MOTOR LTD
+$1.2M
40,508
+501%
减持
—
ADIENT PLC
-$989.2K
214,972
-7%
建仓
GT
GOODYEAR TIRE & RUBR CO
+$942.8K
75,849
减持
DAN
DANA INC
-$937.5K
94,922
-31%
减持
TSLA
TESLA INC
-$895.4K
15,558
-15%
减持
—
DUPONT DE NEMOURS INC
-$839.4K
51,075
-22%
减持
CNP
CENTERPOINT ENERGY INC
-$820.1K
264,855
-3%
建仓
KMI
KINDER MORGAN INC DEL
+$788.8K
47,578
建仓
FE
FIRSTENERGY CORP
+$778.4K
22,773
增持
—
NXP SEMICONDUCTORS N V
+$750.9K
59,311
+9%
增持
CRK
COMSTOCK RES INC
+$738.0K
705,105
+16%
减持
RIVN
RIVIAN AUTOMOTIVE INC
+$737.1K
123,446
-9%
增持
PPL
PPL CORP
+$663.6K
284,833
+25%
减持
HOG
HARLEY DAVIDSON INC
-$617.2K
32,900
-32%
建仓
EFXT
ENERFLEX LTD
+$546.9K
95,217
增持
—
FREYR BATTERY
+$469.8K
806,018
+117%
建仓
GPI
GROUP 1 AUTOMOTIVE INC
+$382.4K
1,423
建仓
—
LUMINAR TECHNOLOGIES INC
+$316.4K
69,534
增持
OPAL
OPAL FUELS INC
+$312.6K
210,758
+11%
建仓
—
POLESTAR AUTOMOTIVE HLDG UK
+$259.1K
98,160
增持
NPWR/WS
NET POWER INC
+$239.7K
202,727
+6%
建仓
EMR
EMERSON ELEC CO
+$202.8K
2,100
减持
—
THE LION ELECTRIC COMPANY
-$181.2K
233,074
-31%
增持
ALV
AUTOLIV INC
+$85.2K
7,095
+1%