Position in IDA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$69,683,030
-$33,783,215 QoQ
Shares Held
460,562
-36.4% QoQ
Ownership
0.839%
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
#30
of 564 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IDA Over Time
Shares Held
Position Value (USD)
Derivatives in IDA
reported options exposure · as of Jun 30, 2026CallValue
$11,347,500
CallShares
75,000
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 Jun 30, 2026Zimmer Partners, LP holds $930,522,364 across 10 Utilities - Regulated Electric names. IDA ranks #6 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
2,691,701 | $194,529,231 | |
| 2 | XEL |
Xcel Energy Inc
|
2,323,610 | $186,585,883 | |
| 3 | PCG |
PG&E Corp
|
9,884,115 | $166,250,814 | |
| 4 | PPL |
PPL Corp
|
3,922,800 | $142,593,780 | |
| 5 | MGEE |
Mge Energy Inc
|
1,000,000 | $81,540,000 | |
| 6 | IDA |
Idacorp Inc
This page
|
460,562 | $69,683,030 | |
| 7 | ETR |
Entergy Corp /De/
|
450,000 | $51,687,000 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
217,555 | $23,278,385 |
All Filings in IDA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,347,500 | 75,000 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $69,683,030 | 460,562 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $103,466,245 | 723,692 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $101,310,267 | 800,492 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $71,030,625 | 537,500 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||