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HITE Hedge Asset Management LLC
investisseur institutionnel · portefeuille $1.83 Md · 125 positions · rapport au 30.06.2026
Positions en actions rapport pour 30.06.2026, déposé le 14.08.2026; modification — par rapport à 31.03.2026 · 172
| Société | Actions | Valeur | % du portefeuille | Variation sur le trimestre |
|---|---|---|---|---|
| Portland General Electric Co US:POR | 2 133 988 | $111 M | 6.06% | −557 008 |
| Entergy Corporation US:ETR | 865 782 | $99.4 M | 5.45% | +102 704 |
| Tamboran Resources Corp US:TBN | 2 881 804 | $93.7 M | 5.13% | +805 489 |
| Devon Energy Corporation US:DVN | 2 253 574 | $93.1 M | 5.10% | nouvelle |
| DTE Energy Company 2020 Seri… US:DTE | 576 287 | $87.8 M | 4.81% | +64 920 |
| Xcel Energy Inc US:XEL | 1 060 792 | $85.2 M | 4.67% | −99 307 |
| GULFPORT ENERGY CORP US:GPOR | 403 403 | $68.5 M | 3.75% | +255 201 |
| MDU Resources Group Inc US:MDU | 3 137 305 | $66.5 M | 3.65% | +1 587 305 |
| American Electric Power Co I… US:AEP | 376 380 | $51.5 M | 2.82% | +49 964 |
| PPL Corporation US:PPL | 1 392 576 | $50.6 M | 2.77% | +998 225 |
| Suncor Energy Inc US:SU | 898 053 | $48.2 M | 2.64% | +627 388 |
| Ameren Corp US:AEE | 416 326 | $47.1 M | 2.58% | −5 938 |
| Viper Energy Ut US:VNOM | 1 086 613 | $46.1 M | 2.52% | nouvelle |
| Alliant Energy Corp US:LNT | 545 246 | $41.6 M | 2.28% | +95 655 |
| NiSource Inc US:NI | 839 916 | $39.9 M | 2.19% | −37 524 |
| ADIENT PLC CUSIP G0084W101 | 2 170 567 | $39.9 M | 2.19% | +373 915 |
| Chord Energy Corp US:CHRD | 312 317 | $35.7 M | 1.96% | +52 184 |
| Evergy, Inc. US:EVRG | 393 514 | $34.0 M | 1.86% | −87 381 |
| GOLAR LNG LTD CUSIP G9456A100 | 663 403 | $33.1 M | 1.81% | nouvelle |
| Beta Technologies, Inc. US:BETA | 1 892 275 | $31.7 M | 1.74% | −6 284 |
| Pinnacle West Capital Corp US:PNW | 249 955 | $26.7 M | 1.47% | nouvelle |
| VERSIGENT PLC CUSIP G9600F104 | 626 080 | $26.3 M | 1.44% | +605 623 |
| Consolidated Edison Inc US:ED | 233 409 | $25.8 M | 1.42% | −16 622 |
| Williams Companies Inc US:WMB | 345 107 | $25.7 M | 1.41% | −39 867 |
| BKV Corp US:BKV | 905 541 | $24.8 M | 1.36% | +50 060 |
| General Motors Company US:GM | 318 691 | $24.6 M | 1.35% | +172 159 |
| RICE ACQUISITION CORP 3 CUSIP G7553X106 | 2 300 654 | $24.2 M | 1.32% | — |
| Expand Energy Corporation US:EXE | 234 566 | $21.4 M | 1.17% | −116 828 |
| Dana Inc US:DAN | 666 689 | $18.1 M | 0.99% | +406 037 |
| Enphase Energy Inc US:ENPH | 336 483 | $16.6 M | 0.91% | nouvelle |
| Core & Main Inc US:CNM | 270 589 | $13.1 M | 0.72% | −33 016 |
| Dauch Corporation US:DCH | 2 140 722 | $11.6 M | 0.64% | +893 894 |
| Space Exploration Technologi… US:SPCX | 65 484 | $11.2 M | 0.61% | nouvelle |
| NRG Energy Inc. US:NRG | 75 076 | $11.0 M | 0.60% | +10 067 |
| Advanced Drainage Systems In… US:WMS | 60 437 | $9.49 M | 0.52% | nouvelle |
| Chevron Corp US:CVX | 57 196 | $9.48 M | 0.52% | nouvelle |
| Nutrien Ltd US:NTR | 147 639 | $9.29 M | 0.51% | nouvelle |
| Kodiak Gas Services, Inc. US:KGS | 123 154 | $9.25 M | 0.51% | nouvelle |
| Cummins Inc US:CMI | 12 889 | $9.19 M | 0.50% | nouvelle |
| South Bow Corporation US:SOBO | 255 184 | $8.99 M | 0.49% | nouvelle |
| International Flavors & Frag… US:IFF | 111 791 | $8.86 M | 0.49% | −117 791 |
| Carrier Global Corp US:CARR | 120 378 | $8.83 M | 0.48% | nouvelle |
| United States Antimony Corpo… US:UAMY | 1 206 849 | $8.76 M | 0.48% | +873 141 |
| Permian Resources Corporatio… US:PR | 457 664 | $8.43 M | 0.46% | −26 376 |
| Black Hills Corporation US:BKH | 108 500 | $8.07 M | 0.44% | — |
| CenterPoint Energy Inc US:CNP | 181 074 | $7.97 M | 0.44% | +174 041 |
| Sable Offshore Corp. US:SOC | 2 555 295 | $7.87 M | 0.43% | +1 840 988 |
| ConocoPhillips US:COP | 74 350 | $7.73 M | 0.42% | +49 507 |
| Hyliion Holdings Corp. US:HYLN | 1 400 160 | $7.29 M | 0.40% | −1 427 582 |
| Phillips 66 US:PSX | 43 113 | $7.29 M | 0.40% | nouvelle |
| Valero Energy Corporation US:VLO | 26 297 | $6.85 M | 0.38% | −13 480 |
| FMC CORP US:FMC | 570 502 | $6.56 M | 0.36% | nouvelle |
| Modine Manufacturing Company US:MOD | 24 077 | $6.43 M | 0.35% | nouvelle |
| Tetra Technologies Inc US:TTI | 531 027 | $6.02 M | 0.33% | −40 106 |
| T1 Energy Inc. US:TE | 618 194 | $5.86 M | 0.32% | nouvelle |
| Asbury Automotive Group Inc US:ABG | 28 369 | $5.70 M | 0.31% | −38 397 |
| Amphenol Corporation US:APH | 32 118 | $5.66 M | 0.31% | −114 744 |
| RPM International Inc US:RPM | 48 619 | $5.40 M | 0.30% | nouvelle |
| Crescent Energy Co US:CRGY | 523 060 | $5.14 M | 0.28% | −352 140 |
| PBF Energy Inc US:PBF | 109 171 | $4.97 M | 0.27% | +8 295 |
| Oklo Inc. US:OKLO | 93 886 | $4.91 M | 0.27% | −9 757 |
| Targa Resources Inc US:TRGP | 18 275 | $4.90 M | 0.27% | −21 936 |
| NET Power Inc. US:NPWR | 2 852 670 | $4.76 M | 0.26% | +89 246 |
| Emerson Electric Company US:EMR | 32 855 | $4.70 M | 0.26% | nouvelle |
| Rush Enterprises A Inc US:RUSHA | 61 022 | $4.45 M | 0.24% | nouvelle |
| CarMax Inc US:KMX | 81 804 | $4.33 M | 0.24% | −121 439 |
| GROUP 1 AUTOMOTIVE INC US:GPI | 14 755 | $4.30 M | 0.24% | −18 990 |
| Hess Midstream Partners LP US:HESM | 111 963 | $4.21 M | 0.23% | nouvelle |
| California Resources Corp US:CRC | 78 221 | $4.14 M | 0.23% | nouvelle |
| Excelerate Energy Inc US:EE | 96 338 | $3.66 M | 0.20% | −431 677 |
| Vistra Corp. US:VST | 22 800 | $3.62 M | 0.20% | −45 000 |
| Cheniere Energy Inc US:LNG | 15 115 | $3.61 M | 0.20% | nouvelle |
| TC Energy Corporation US:TRP | 54 357 | $3.60 M | 0.20% | nouvelle |
| WEATHERFORD INTL PLC CUSIP G48833118 | 43 390 | $3.54 M | 0.19% | nouvelle |
| OPENLANE, Inc. US:OPLN | 82 721 | $3.41 M | 0.19% | −94 441 |
| Greenland Energy Co US:GLND | 1 528 540 | $3.36 M | 0.18% | nouvelle |
| Helmerich and Payne Inc US:HP | 100 000 | $3.27 M | 0.18% | nouvelle |
| AutoNation Inc US:AN | 16 994 | $3.16 M | 0.17% | −2 002 |
| WhiteHawk Minerals Corp. US:WHK | 112 243 | $3.12 M | 0.17% | nouvelle |
| Goodyear Tire & Rubber Co US:GT | 449 833 | $2.97 M | 0.16% | nouvelle |
| NATIONAL ENERGY SERVICES REU CUSIP G6375R107 | 97 009 | $2.90 M | 0.16% | −196 364 |
| SENSATA TECHNOLOGIES HLDG PL CUSIP G8060N102 | 58 724 | $2.80 M | 0.15% | −57 242 |
| AGCO Corporation US:AGCO | 23 000 | $2.75 M | 0.15% | nouvelle |
| RPC Inc US:RES | 466 845 | $2.72 M | 0.15% | +429 888 |
| INNOVIZ TECHNOLOGIES LTD CUSIP M5R635108 | 3 522 880 | $2.68 M | 0.15% | +1 079 056 |
| Sterling Infrastructure, Inc… US:STRL | 3 156 | $2.65 M | 0.15% | −6 530 |
| Amprius Technologies Inc. US:AMPX | 186 393 | $2.58 M | 0.14% | +151 080 |
| Flowserve Corporation US:FLS | 34 819 | $2.58 M | 0.14% | −49 831 |
| Kinetik Holdings Inc. US:KNTK | 52 889 | $2.56 M | 0.14% | −407 964 |
| Toyota Motor Corporation US:TM | 15 172 | $2.56 M | 0.14% | −10 143 |
| AIRJOULE TECHNOLOGIES CORP CUSIP 612160119 | 1 948 786 | $2.53 M | 0.14% | −4 159 489 |
| Westlake Chemical Corporatio… US:WLK | 34 589 | $2.52 M | 0.14% | nouvelle |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 3 000 | $2.24 M | 0.12% | — |
| Tesla, Inc. US:TSLA | 5 162 | $2.17 M | 0.12% | −440 |
| Ally Financial Inc US:ALLY | 46 556 | $2.14 M | 0.12% | +25 039 |
| BorgWarner Inc US:BWA | 31 445 | $2.09 M | 0.11% | nouvelle |
| Antero Midstream Partners LP US:AM | 90 281 | $2.05 M | 0.11% | −674 671 |
| Idaho Strategic Resources In… US:IDR | 60 543 | $1.98 M | 0.11% | −236 605 |
| ASP Isotopes Inc. US:ASPI | 301 837 | $1.88 M | 0.10% | −24 390 |
| IREN LIMITED CUSIP Q4982L109 | 38 604 | $1.77 M | 0.10% | nouvelle |
| Algonquin Power & Utilities… US:AQN | 300 000 | $1.76 M | 0.10% | — |
| Weride-W US:WRD | 291 327 | $1.70 M | 0.09% | +31 918 |
| Atmus Filtration Technologie… US:ATMU | 22 963 | $1.17 M | 0.06% | +4 650 |
| Element Solutions Inc US:ESI | 22 348 | $1.07 M | 0.06% | nouvelle |
| Honda Motor Co., Ltd. US:HMC | 39 306 | $1.07 M | 0.06% | nouvelle |
| ProPetro Holding Corp US:PUMP | 67 237 | $964 k | 0.05% | nouvelle |
| EagleRock Land, LLC US:EROK | 45 000 | $956 k | 0.05% | nouvelle |
| Factorial Energy Inc. US:FAC | 80 000 | $887 k | 0.05% | nouvelle |
| Aurora Innovation Inc US:AUR | 128 064 | $873 k | 0.05% | +8 337 |
| AAON Inc US:AAON | 6 873 | $872 k | 0.05% | nouvelle |
| Elevra Lithium Limited US:ELVR | 12 168 | $829 k | 0.05% | — |
| AEVEX Corp. US:AVEX | 38 748 | $809 k | 0.04% | nouvelle |
| Entegris Inc US:ENTG | 4 195 | $755 k | 0.04% | nouvelle |
| Wolfspeed, Inc. US:WOLF | 12 045 | $581 k | 0.03% | nouvelle |
| Visteon Corp US:VC | 5 456 | $541 k | 0.03% | nouvelle |
| O’Reilly Automotive Inc US:ORLY | 5 859 | $540 k | 0.03% | +2 541 |
| Atlas Energy Solutions Inc. US:AESI | 31 651 | $526 k | 0.03% | nouvelle |
| Littelfuse Inc US:LFUS | 1 000 | $455 k | 0.02% | nouvelle |
| Hesai-W US:HSAI | 24 598 | $448 k | 0.02% | −20 298 |
| RICE ACQUISITION CORP 3 CUSIP G7553X114 | 383 439 | $380 k | 0.02% | — |
| Greenland Energy Co US:GLNDW · autre catégorie de titres | 400 000 | $340 k | 0.02% | nouvelle |
| SES AI Corp US:SES | 306 121 | $294 k | 0.02% | — |
| Enerflex Ltd. US:EFXT | 8 788 | $215 k | 0.01% | nouvelle |
| SPRING VY ACQUISITION CORP I CUSIP G8377R101 | 0 (était 100 000) | — | — | vendue |
| DUPONT DE NEMOURS INC CUSIP 26614N102 | 0 (était 113 578) | — | — | vendue |
| Ovintiv Inc US:OVV | 0 (était 66 912) | — | — | vendue |
| TE CONNECTIVITY PLC CUSIP G87052109 | 0 (était 10 388) | — | — | vendue |
| EQT Corporation US:EQT | 0 (était 9 132) | — | — | vendue |
| PPG Industries Inc US:PPG | 0 (était 24 956) | — | — | vendue |
| FERRARI N V CUSIP N3167Y103 | 0 (était 3 030) | — | — | vendue |
| Eve Holding Inc US:EVEX | 0 (était 114 513) | — | — | vendue |
| PHINIA Inc. US:PHIN | 0 (était 22 690) | — | — | vendue |
| NXP SEMICONDUCTORS N V CUSIP N6596X109 | 0 (était 10 565) | — | — | vendue |
| Evgo Inc US:EVGO | 0 (était 2 699 353) | — | — | vendue |
| Ralliant Corp US:RAL | 0 (était 274 314) | — | — | vendue |
| American Resources Corp Clas… US:AREC | 0 (était 736 354) | — | — | vendue |
| STELLANTIS N.V CUSIP N82405106 | 0 (était 1 107 184) | — | — | vendue |
| FirstEnergy Corporation US:FE | 0 (était 384 504) | — | — | vendue |
| Range Resources Corp US:RRC | 0 (était 45 000) | — | — | vendue |
| AMERICAS CARMART INC US:CRMT | 0 (était 30 987) | — | — | vendue |
| FORD MOTOR CO US:F | 0 (était 2 383 465) | — | — | vendue |
| Rivian Automotive Inc US:RIVN | 0 (était 103 482) | — | — | vendue |
| ARKO Petroleum Corp. US:APC | 0 (était 299 878) | — | — | vendue |
| Forgent Power Solutions, Inc… US:FPS | 0 (était 974 601) | — | — | vendue |
| SM Energy Co US:SM | 0 (était 100 000) | — | — | vendue |
| Astera Labs, Inc. US:ALAB | 0 (était 2 000) | — | — | vendue |
| Gentex Corporation US:GNTX | 0 (était 80 789) | — | — | vendue |
| SunocoCorp LLC US:SUNC | 0 (était 66 816) | — | — | vendue |
| Terrestrial Energy Inc US:IMSR | 0 (était 240 113) | — | — | vendue |
| Autoliv Inc US:ALV | 0 (était 34 568) | — | — | vendue |
| HF Sinclair Corp US:DINO | 0 (était 60 000) | — | — | vendue |
| TransAlta Corp US:TAC | 0 (était 34 627) | — | — | vendue |
| Automatic Data Processing In… US:ADP | 0 (était 70 578) | — | — | vendue |
| Insperity Inc US:NSP | 0 (était 17 091) | — | — | vendue |
| VIPER ENERGY INC CUSIP 927959106 | 0 (était 627 965) | — | — | vendue |
| Baytex Energy Corp US:BTE | 0 (était 2 327 328) | — | — | vendue |
| iShares MSCI China ETF US:MCHI · ETF | 0 (était 181 454) | — | — | vendue |
| YPF Sociedad Anonima US:YPF | 0 (était 277 192) | — | — | vendue |
| COTERRA ENERGY INC CUSIP 127097103 | 0 (était 1 867 744) | — | — | vendue |
| Liberty Energy Inc. US:LBRT | 0 (était 297 821) | — | — | vendue |
| CARTESIAN GROWTH CORP III CUSIP G19307100 | 0 (était 100 000) | — | — | vendue |
| Cenovus Energy Inc US:CVE | 0 (était 379 748) | — | — | vendue |
| MP Materials Corp US:MP | 0 (était 31 034) | — | — | vendue |
| CREDO TECHNOLOGY GROUP HOLDI CUSIP G25457105 | 0 (était 3 000) | — | — | vendue |
| Constellation Energy Corp US:CEG | 0 (était 15 003) | — | — | vendue |
| Murphy Oil Corporation US:MUR | 0 (était 301 690) | — | — | vendue |
| APTIV PLC CUSIP G3265R107 | 0 (était 7 478) | — | — | vendue |
| Delek US Energy Inc US:DK | 0 (était 32 652) | — | — | vendue |
| NioCorp Developments Ltd. US:NB | 0 (était 902 680) | — | — | vendue |
| FABRINET CUSIP G3323L100 | 0 (était 5 627) | — | — | vendue |
| Diamondback Energy Inc US:FANG | 0 (était 219 683) | — | — | vendue |
| Old Dominion Freight Line, I… US:ODFL | 0 (était 13 172) | — | — | vendue |
Dans les entreprises de notre base de données 9
| Société | Participation | Actions | Date du rapport |
|---|---|---|---|
| Tamboran Resources Corp | 8.24% | 2 881 804 | 2026-06-30 |
| Rice Acquisition Corporation… | 6.67% | 2 300 654 | 2026-06-30 |
| Greenland Energy Co | 3.5% | 1 528 540 | 2026-06-30 |
| NET Power Inc. | 3.22% | 2 852 670 | 2026-06-30 |
| Adient PLC | 2.82% | 2 170 567 | 2026-06-30 |
| Innoviz Technologies | 1.64% | 3 522 880 | 2026-06-30 |
| Beta Technologies, Inc. | 0.84% | 1 892 275 | 2026-06-30 |
| Factorial Energy Inc. | 0.09% | 80 000 | 2026-06-30 |
| Elevra Lithium Limited | 0.06% | 12 168 | 2026-06-30 |
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