Zimmer Partners, LP
Top Portfolio Positions
118 positions ·
$3,988,130,439 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ES |
Eversource Energy
Utilities
|
3,592,607 | $248,895,812 | 6.24% | |
| ADC |
Agree Realty Corp
Real Estate
|
3,296,414 | $248,483,687 | 6.23% | |
| NI |
Nisource Inc.
Utilities
|
5,142,959 | $239,970,466 | 6.02% | |
| WELL |
Welltower Inc.
Real Estate
|
1,118,925 | $221,222,661 | 5.55% | |
| XEL |
Xcel Energy Inc
Utilities
|
2,629,300 | $208,871,592 | 5.24% | |
| TRGP |
Targa Resources Corp.
Energy
|
794,933 | $199,313,551 | 5.00% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
5,735,100 | $192,297,903 | 4.82% | |
| KGS |
Kodiak Gas Services, Inc.
Energy
|
2,381,916 | $138,913,341 | 3.48% | |
| PCG |
PG&E Corp
Utilities
|
6,920,105 | $121,586,244 | 3.05% | |
| ETR |
Entergy Corp /De/
Utilities
|
928,573 | $104,334,462 | 2.62% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BKH
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,676,250 | 125,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $51,435,169 | 741,034 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,162,280 | 276,034 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $67,750,231 | 1,100,020 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,805,000 | 50,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $80,137,087 | 1,321,304 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $86,153,378 | 1,472,204 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $96,373,710 | 1,576,795 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $64,168,356 | 1,268,400 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $39,325,676 | 652,600 | Shares | Sole | 2023-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||