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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 120 项
建仓 20
增持 25
减持 35
清仓 40
方向
标的
Δ市值
现股数(环比)
增持
NI
NISOURCE INC
+$58.1M
3,915,163
+111%
增持
ETR
ENTERGY CORP NEW
+$48.1M
746,971
+152%
建仓
DTM
DT MIDSTREAM INC
+$47.5M
866,094
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。
增持
CMS
CMS ENERGY CORP
+$33.6M
776,932
+258%
减持
XEL
XCEL ENERGY INC
-$32.7M
119,069
-83%
减持
NFE
NEW FORTRESS ENERGY INC
-$32.5M
1,577,747
-44%
减持
OVV
OVINTIV INC
-$28.4M
80,967
-88%
减持
SO
SOUTHERN CO
-$25.9M
11,504
-97%
减持
EVRG
EVERGY INC
-$23.5M
39,671
-92%
增持
—
APTIV PLC
+$20.5M
294,152
+388%
减持
MUR
MURPHY OIL CORP
-$19.9M
87,214
-83%
建仓
AESI
ATLAS ENERGY SOLUTIONS INC
+$19.6M
1,139,426
清仓
CWEN
CLEARWAY ENERGY INC
-$19.5M
0
-100%
减持
EQT
EQT CORP
-$19.3M
540,044
-45%
建仓
BP
BP PLC
+$17.7M
499,797
建仓
SHLS
SHOALS TECHNOLOGIES GROUP IN
+$16.2M
1,039,859
建仓
MGY
MAGNOLIA OIL & GAS CORP
+$15.6M
732,786
增持
TRGP
TARGA RES CORP
+$15.5M
526,592
+49%
清仓
OLN
OLIN CORP
-$15.4M
0
-100%
增持
—
DUPONT DE NEMOURS INC
+$14.2M
234,541
+359%
增持
DTE
DTE ENERGY CO
+$13.9M
162,249
+302%
减持
F
FORD MTR CO DEL
-$12.5M
68,863
-94%
增持
—
ADIENT PLC
+$12.3M
555,590
+158%
清仓
—
NXP SEMICONDUCTORS N V
-$11.9M
0
-100%
建仓
CTRA
COTERRA ENERGY INC
+$11.5M
450,028
增持
PR
PERMIAN RESOURCES CORP
+$10.9M
1,079,247
+294%
减持
—
SENSATA TECHNOLOGIES HLDG PL
-$10.6M
22,895
-92%
减持
PNW
PINNACLE WEST CAP CORP
-$9.9M
19,209
-87%
建仓
—
ALLETE INC
+$9.4M
154,277
增持
PPL
PPL CORP
+$9.3M
590,260
+107%
减持
FANG
DIAMONDBACK ENERGY INC
-$9.0M
73,787
-44%
减持
POR
PORTLAND GEN ELEC CO
-$8.9M
798,638
-26%
建仓
CVE
CENOVUS ENERGY INC
+$8.7M
521,866
减持
—
ENERPLUS CORP
-$8.7M
566,626
-43%
清仓
RRC
RANGE RES CORP
-$8.6M
0
-100%
清仓
AEE
AMEREN CORP
-$8.4M
0
-100%
增持
EXC
EXELON CORP
+$8.3M
418,637
+135%
清仓
—
ATLAS ENERGY SOLUTIONS INC
-$8.1M
0
-100%
增持
ABG
ASBURY AUTOMOTIVE GROUP INC
+$8.0M
93,791
+64%
增持
CTVA
CORTEVA INC
+$7.8M
169,891
+2577%
清仓
ASH
ASHLAND INC
-$7.5M
0
-100%
减持
CRK
COMSTOCK RES INC
-$7.3M
55,360
-92%
减持
PHIN
PHINIA INC
-$6.8M
31,216
-89%
增持
LNT
ALLIANT ENERGY CORP
+$6.6M
456,722
+31%
增持
—
MARATHON OIL CORP
+$6.3M
652,299
+85%
减持
NPWR
NET POWER INC
-$6.0M
721,804
-18%
减持
VC
VISTEON CORP
-$5.8M
22,697
-64%
增持
XOP
SPDR SER TR
+$5.7M
62,997
+215%
减持
CNP
CENTERPOINT ENERGY INC
-$5.7M
50,620
-81%
清仓
—
PIONEER NAT RES CO
-$5.4M
0
-100%
减持
PPG
PPG INDS INC
-$5.2M
5,519
-88%
建仓
DOW
DOW INC
+$5.1M
92,334
减持
—
AXALTA COATING SYS LTD
-$5.0M
27,097
-88%
减持
DCH
AMERICAN AXLE & MFG HLDGS IN
-$4.8M
54,031
-93%
增持
—
NATIONAL ENERGY SERVICES REU
+$4.8M
1,352,077
+125%
建仓
GPOR
GULFPORT ENERGY CORP
+$4.7M
35,000
建仓
TALO
TALOS ENERGY INC
+$4.4M
311,968
增持
COP
CONOCOPHILLIPS
+$4.3M
116,711
+51%
减持
TM
TOYOTA MOTOR CORP
-$4.2M
20,231
-54%
建仓
—
CALLON PETE CO DEL
+$4.1M
125,826
减持
NOG
NORTHERN OIL & GAS INC
-$4.1M
255,611
-24%
减持
NSC
NORFOLK SOUTHN CORP
-$4.0M
1,392
-94%
清仓
—
FREYR BATTERY
-$3.9M
0
-100%
建仓
PBF
PBF ENERGY INC
+$3.9M
89,528
减持
NTR
NUTRIEN LTD
-$3.9M
15,310
-80%
清仓
TSLA
TESLA INC
-$3.9M
0
-100%
清仓
CHRD
CHORD ENERGY CORPORATION
-$3.8M
0
-100%
增持
GPRE
GREEN PLAINS INC
+$3.4M
250,489
+158%
清仓
SM
SM ENERGY CO
-$3.4M
0
-100%
减持
KGS
KODIAK GAS SVCS INC
-$3.3M
985,503
-24%
清仓
RIVN
RIVIAN AUTOMOTIVE INC
-$3.0M
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW
-$2.8M
0
-100%
建仓
RPM
RPM INTL INC
+$2.6M
22,947
清仓
MOS
MOSAIC CO NEW
-$2.4M
0
-100%
清仓
—
ENVIVA PARTNERS LP
-$2.4M
0
-100%
清仓
MGA
MAGNA INTL INC
-$2.3M
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$2.2M
0
-100%
减持
VLO
VALERO ENERGY CORP
-$2.2M
12,028
-55%
清仓
KMX
CARMAX INC
-$2.0M
0
-100%
清仓
ROK
ROCKWELL AUTOMATION INC
-$2.0M
0
-100%
清仓
—
ATLANTICA SUSTAINABLE INFR P
-$1.9M
0
-100%
减持
—
STEM INC
-$1.8M
341,821
-53%
减持
PBA
PEMBINA PIPELINE CORP
-$1.7M
932,498
-17%
减持
GM
GENERAL MTRS CO
-$1.6M
34,458
-60%
清仓
AQN
ALGONQUIN PWR UTILS CORP
-$1.6M
0
-100%
增持
PCG
PG&E CORP
+$1.4M
300,000
+20%
清仓
HMC
HONDA MOTOR LTD
-$1.4M
0
-100%
清仓
—
LITHIUM AMERS CORP NEW
-$1.3M
0
-100%
增持
MBLY
MOBILEYE GLOBAL INC
+$1.2M
61,323
+74%
减持
SAH
SONIC AUTOMOTIVE INC
-$1.1M
74,244
-33%
清仓
HOG
HARLEY DAVIDSON INC
-$1.1M
0
-100%
减持
AUR
AURORA INNOVATION INC
+$1.1M
591,101
-8%
减持
DAN
DANA INC
-$1.0M
25,436
-73%
建仓
—
ARIS WATER SOLUTIONS INC
+$936.6K
111,635
建仓
PAGP
PLAINS GP HLDGS L P
+$931.0K
58,371
清仓
NPWR/WS
NET POWER INC
-$879.8K
0
-100%
清仓
BEEM
BEAM GLOBAL
-$805.3K
0
-100%
清仓
KMI
KINDER MORGAN INC DEL
-$788.8K
0
-100%
清仓
FE
FIRSTENERGY CORP
-$778.4K
0
-100%
建仓
NRG
NRG ENERGY INC
+$694.1K
13,426
清仓
ALV
AUTOLIV INC
-$684.5K
0
-100%
清仓
CLNE
CLEAN ENERGY FUELS CORP
-$652.7K
0
-100%
减持
MSFT
MICROSOFT CORP
+$556.7K
12,742
-5%
增持
GPI
GROUP 1 AUTOMOTIVE INC
+$473.0K
2,807
+97%
建仓
BWA
BORGWARNER INC
+$456.6K
12,736
清仓
—
THE LION ELECTRIC COMPANY
-$445.2K
0
-100%
清仓
—
LAM RESEARCH CORP
-$423.1K
0
-100%
减持
GT
GOODYEAR TIRE & RUBR CO
-$404.3K
37,605
-50%
增持
OPAL
OPAL FUELS INC
+$386.6K
383,118
+82%
清仓
COST
COSTCO WHSL CORP NEW
-$378.5K
0
-100%
清仓
—
LUMINAR TECHNOLOGIES INC
-$316.4K
0
-100%
建仓
LAC
LITHIUM AMERS CORP NEW
+$301.9K
47,166
建仓
—
LITHIUM AMERICAS ARGENTINA C
+$298.1K
47,166
清仓
UNH
UNITEDHEALTH GROUP INC
-$277.3K
0
-100%
清仓
—
POLESTAR AUTOMOTIVE HLDG UK
-$259.1K
0
-100%
清仓
CTAS
CINTAS CORP
-$216.5K
0
-100%
清仓
AMZN
AMAZON COM INC
-$203.4K
0
-100%
清仓
EMR
EMERSON ELEC CO
-$202.8K
0
-100%
增持
TSPH
TUSIMPLE HLDGS INC
-$177.0K
1,193,260
+52%
增持
EFXT
ENERFLEX LTD
-$70.1K
103,060
+8%