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 |
|---|---|---|---|---|
| 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
Holdings in D
Shares Held
Position Value (USD)
16 of 16 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,910,000 | 500,000 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $96,916,995 | 1,728,500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $72,268,809 | 1,341,790 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $235,000 | 5,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $238,948,585 | 5,349,196 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,143,200 | 80,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,940,810 | 213,572 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $37,509,750 | 611,705 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $87,061,046 | 1,259,746 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $106,419,292 | 1,333,408 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $181,836,649 | 2,140,010 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $215,734,401 | 2,746,110 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,698,926 | 201,300 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $52,006,633 | 706,900 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $74,220,516 | 977,100 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $203,977,693 | 2,584,286 | Shares | Sole | 2020-11-16 | |
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