Position in XEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$186,585,883
-$22,285,709 QoQ
Shares Held
2,323,610
-11.6% QoQ
Ownership
0.372%
of shares outstanding
% of Portfolio
4.41%
of 13F equity value
Holder Rank
#43
of 1,281 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XEL Over Time
Shares Held
Position Value (USD)
Derivatives in XEL
reported options exposure · as of Jun 30, 2025CallValue
$20,430,000
CallShares
300,000
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. XEL ranks #2 (20.1% 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
This page
|
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
|
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 XEL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $186,585,883 | 2,323,610 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $208,871,592 | 2,629,300 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $202,328,612 | 2,739,353 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $197,673,150 | 2,451,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,430,000 | 300,000 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $232,854,330 | 3,419,300 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,697,500 | 250,000 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $291,792,840 | 4,121,950 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $247,609,344 | 3,667,200 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,876,250 | 212,500 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $161,625,336 | 3,026,125 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $50,122,143 | 932,505 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,095,500 | 50,000 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $12,434,000 | 200,000 | Shares | Sole | 2023-08-14 | |
| 2020-12-31 | $833,375 | 12,500 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $10,247,562 | 163,961 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $17,998,163 | 298,477 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||