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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 115 项
建仓 34
增持 33
减持 27
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
DTE
DTE ENERGY CO
+$74.7M
964,919
+197%
建仓
CNP
CENTERPOINT ENERGY INC
+$59.7M
1,881,554
增持
AEE
AMEREN CORP
+$56.4M
802,696
+362%
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。
建仓
DVN
DEVON ENERGY CORP NEW
+$51.5M
1,574,137
增持
EQT
EQT CORP
+$49.5M
1,194,927
+687%
增持
FANG
DIAMONDBACK ENERGY INC
+$35.4M
260,566
+515%
建仓
—
APTIV PLC
+$29.5M
488,506
清仓
GPOR
GULFPORT ENERGY OPERATING CO
-$27.0M
0
-100%
增持
XEL
XCEL ENERGY INC
+$23.6M
656,797
+107%
建仓
ENB
ENBRIDGE INC
+$21.3M
500,946
建仓
—
STELLANTIS N.V
+$21.2M
1,626,597
建仓
EXE
EXPAND ENERGY CORPORATION
+$20.6M
207,337
建仓
HESM
HESS MIDSTREAM LP
+$19.6M
530,428
清仓
NFE
NEW FORTRESS ENERGY INC
-$16.9M
0
-100%
清仓
EXC
EXELON CORP
-$16.1M
0
-100%
建仓
PBA
PEMBINA PIPELINE CORP
+$16.0M
433,818
减持
OKLO
OKLO INC
-$15.6M
194,469
-92%
增持
MUR
MURPHY OIL CORP
+$15.3M
645,252
+419%
清仓
CIVI
CIVITAS RESOURCES INC
-$14.7M
0
-100%
建仓
CVX
CHEVRON CORP NEW
+$14.0M
96,755
减持
—
VEREN INC
-$13.5M
10,056,998
-5%
减持
—
ENLINK MIDSTREAM LLC
-$13.3M
449,371
-67%
清仓
—
HESS MIDSTREAM PARTNERS LP
-$12.3M
0
-100%
建仓
TRGP
TARGA RES CORP
+$12.2M
68,589
建仓
SOBO
SOUTH BOW CORP
+$11.9M
503,517
清仓
RRC
RANGE RES CORP
-$11.5M
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$11.5M
200,000
-34%
增持
TM
TOYOTA MOTOR CORP
+$11.1M
152,749
+47%
减持
—
NXP SEMICONDUCTORS N V
-$10.7M
13,003
-77%
增持
CTRA
COTERRA ENERGY INC
+$10.6M
1,079,782
+53%
增持
CHRD
CHORD ENERGY CORPORATION
+$10.6M
348,929
+50%
清仓
BWA
BORGWARNER INC
-$10.5M
0
-100%
建仓
KEX
KIRBY CORP
+$10.4M
98,718
建仓
ESI
ELEMENT SOLUTIONS INC
+$10.0M
391,966
建仓
THRM
GENTHERM INC
+$9.8M
246,272
建仓
PSX
PHILLIPS 66
+$8.9M
78,194
增持
AR
ANTERO RESOURCES CORP
+$8.5M
1,022,241
+7%
增持
BKV
BKV CORP
+$8.0M
731,786
+42%
清仓
LNT
ALLIANT ENERGY CORP
-$7.8M
0
-100%
增持
ETR
ENTERGY CORP NEW
+$7.8M
518,231
+116%
清仓
APA
APA CORPORATION
-$7.2M
0
-100%
增持
COP
CONOCOPHILLIPS
+$7.2M
354,258
+33%
增持
PPL
PPL CORP
+$7.1M
531,680
+73%
增持
POR
PORTLAND GEN ELEC CO
+$6.9M
986,930
+31%
减持
MTDR
MATADOR RES CO
-$6.4M
73,137
-66%
建仓
MP
MP MATERIALS CORP
+$6.0M
385,846
增持
—
ADIENT PLC
+$5.8M
816,286
+122%
增持
AROC
ARCHROCK INC
+$5.7M
670,429
+24%
建仓
CTVA
CORTEVA INC
+$5.7M
100,000
建仓
MLM
MARTIN MARIETTA MATLS INC
+$5.5M
10,592
减持
VLO
VALERO ENERGY CORP
-$5.4M
38,746
-48%
减持
CMS
CMS ENERGY CORP
-$5.3M
297,186
-16%
清仓
—
APTIV PLC
-$4.8M
0
-100%
建仓
CNQ
CANADIAN NAT RES LTD
+$4.8M
155,285
增持
WLK
WESTLAKE CORPORATION
+$4.8M
60,648
+316%
清仓
HMC
HONDA MOTOR LTD
-$4.4M
0
-100%
建仓
EMR
EMERSON ELEC CO
+$4.3M
34,791
建仓
MBLY
MOBILEYE GLOBAL INC
+$4.3M
214,070
建仓
OSK
OSHKOSH CORP
+$4.2M
44,496
减持
—
GOLAR LNG LTD
-$4.1M
110,850
-53%
建仓
CAT
CATERPILLAR INC
+$4.1M
11,177
减持
AIRJW
AIRJOULE TECHNOLOGIES CORP
+$3.8M
5,627,886
-3%
建仓
OLN
OLIN CORP
+$3.7M
110,070
建仓
FSLR
FIRST SOLAR INC
+$3.7M
20,818
增持
ACHR
ARCHER AVIATION INC
+$3.6M
430,360
+126%
清仓
AESI
ATLAS ENERGY SOLUTIONS INC
-$3.4M
0
-100%
减持
ALV
AUTOLIV INC
-$3.2M
101,022
-25%
减持
EVRG
EVERGY INC
-$3.2M
256,594
-16%
减持
WMB
WILLIAMS COS INC
-$3.0M
100,000
-46%
清仓
AM
ANTERO MIDSTREAM CORP
-$2.9M
0
-100%
减持
OVV
OVINTIV INC
-$2.8M
253,162
-26%
增持
GM
GENERAL MTRS CO
+$2.8M
66,407
+321%
清仓
ASH
ASHLAND INC
-$2.6M
0
-100%
增持
EVGO
EVGO INC
+$2.5M
1,046,417
+153%
建仓
XYL
XYLEM INC
+$2.2M
19,199
建仓
ROK
ROCKWELL AUTOMATION INC
+$2.2M
7,573
增持
TTI
TETRA TECHNOLOGIES INC DEL
+$2.1M
1,681,509
+33%
建仓
DAN
DANA INC
+$2.0M
177,218
增持
SAH
SONIC AUTOMOTIVE INC
+$2.0M
58,526
+105%
建仓
DCH
AMERICAN AXLE & MFG HLDGS IN
+$2.0M
344,156
清仓
CWEN
CLEARWAY ENERGY INC
-$2.0M
0
-100%
建仓
—
INNOVIZ TECHNOLOGIES LTD
+$2.0M
1,173,842
建仓
WERN
WERNER ENTERPRISES INC
+$1.8M
51,198
增持
NPWR
NET POWER INC
+$1.6M
411,512
+6%
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$1.6M
42,100
-78%
增持
LAC
LITHIUM AMERS CORP NEW
+$1.4M
731,473
+151%
清仓
PR
PERMIAN RESOURCES CORP
-$1.3M
0
-100%
减持
—
BORR DRILLING LTD
-$1.3M
744,468
-3%
建仓
APH
AMPHENOL CORP NEW
+$1.2M
17,642
增持
PHIN
PHINIA INC
+$1.2M
91,279
+32%
减持
TSLA
TESLA INC
-$1.2M
2,619
-69%
清仓
LI
LI AUTO INC
-$1.1M
0
-100%
增持
—
TE CONNECTIVITY PLC
+$1.1M
11,094
+245%
减持
NI
NISOURCE INC
+$1.1M
745,443
-2%
减持
—
PIEDMONT LITHIUM INC
-$1.0M
37,023
-76%
减持
ALLY
ALLY FINL INC
-$1.0M
19,925
-59%
建仓
PONY
PONY AI INC
+$974.9K
67,934
增持
PNW
PINNACLE WEST CAP CORP
+$856.4K
106,573
+15%
增持
TBN
TAMBORAN RES CORP
+$789.8K
511,421
+4%
减持
CLNE
CLEAN ENERGY FUELS CORP
-$626.4K
498,233
-17%
减持
—
ZEEKR INTELLIGENT TECHNOLOGY
-$440.6K
22,333
-54%
清仓
NXT
NEXTRACKER INC
-$434.9K
0
-100%
清仓
—
BERRY CORP
-$424.9K
0
-100%
清仓
KNTK
KINETIK HOLDINGS INC
-$416.5K
0
-100%
减持
AUR
AURORA INNOVATION INC
-$407.7K
106,880
-41%
增持
GPI
GROUP 1 AUTOMOTIVE INC
+$383.5K
6,759
+5%
清仓
LYFT
LYFT INC
-$356.9K
0
-100%
增持
CVE
CENOVUS ENERGY INC
-$337.2K
741,356
+7%
减持
VC
VISTEON CORP
-$314.0K
11,227
-18%
减持
LAD
LITHIA MTRS INC
+$307.6K
96,508
-10%
建仓
—
SWVL HOLDINGS CORP
+$210.1K
32,910
增持
COPX
GLOBAL X FDS
+$193.7K
11,439
+122%
增持
—
NATIONAL ENERGY SERVICES REU
-$128.9K
727,235
+3%
减持
CRMT
AMERICAS CAR-MART INC
+$14.7K
22,281
-17%
减持
HYLN
HYLIION HOLDINGS CORP
+$389
887,304
-5%