Position in WEC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$96,530,646
+$96,530,646 QoQ
Shares Held
833,814
Ownership
0.256%
of shares outstanding
% of Portfolio
2.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Derivatives in WEC
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$28,647,500
PutShares
250,000
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. WEC ranks #6 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
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.
This page
|
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 WEC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $96,530,646 | 833,814 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $28,647,500 | 250,000 | Put | Sole | 2025-11-14 | |
| 2025-03-31 | $13,622,500 | 125,000 | Put | Sole | 2025-05-15 | |
| 2024-09-30 | $92,168,716 | 958,294 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $93,979,858 | 1,197,806 | Shares | Sole | 2024-08-14 | |
| 2021-09-30 | $27,937,350 | 316,750 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,663,730 | 97,400 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $3,115,675 | 33,855 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,280,549 | 33,855 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $11,978,365 | 135,917 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||