Position in ES
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$231,575,812
-$27,240,506 QoQ
Shares Held
3,342,607
-13.0% QoQ
Ownership
0.889%
of shares outstanding
% of Portfolio
5.91%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Derivatives in ES
reported options exposure · as of Mar 31, 2026CallValue
$17,320,000
CallShares
250,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Zimmer Partners, LP holds $1,113,999,199 across 13 Utilities - Regulated Electric names. ES ranks #1 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
This page
|
3,342,607 | $231,575,812 | |
| 2 | XEL |
Xcel Energy Inc
|
2,629,300 | $208,871,592 | |
| 3 | PCG |
PG&E Corp
|
6,420,105 | $112,801,244 | |
| 4 | ETR |
Entergy Corp /De/
|
928,573 | $104,334,462 | |
| 5 | IDA |
Idacorp Inc
|
723,692 | $103,466,245 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
833,814 | $96,530,646 | |
| 7 | TXNM |
Txnm Energy Inc
|
1,532,247 | $89,575,159 | |
| 8 | DUK |
Duke Energy CORP
|
437,929 | $57,342,423 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,320,000 | 250,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $231,575,812 | 3,342,607 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $258,816,318 | 3,843,997 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $35,570,000 | 500,000 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $266,938,622 | 3,752,300 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $278,127,554 | 4,371,700 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $6,362,000 | 100,000 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $5,335,249 | 85,900 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,027,996 | 157,200 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $35,726,250 | 525,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $303,369,180 | 5,349,483 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $151,642,168 | 2,537,095 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $18,856,077 | 305,510 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $12,269,160 | 173,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $136,159,956 | 1,739,841 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $99,425,352 | 1,185,894 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $53,464,500 | 685,794 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $172,573,899 | 2,043,020 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $224,355,360 | 2,544,000 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $6,132,000 | 75,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $105,948,896 | 1,320,400 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $88,321,800 | 1,020,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $109,486,796 | 1,265,597 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $129,547,199 | 1,550,535 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $280,386,410 | 3,367,196 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $187,704,000 | 2,400,000 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||