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Zimmer Partners Lp

Portfolio Manager
Zimmer Partners LP
Performance
+13.65% (2026 Q1)
AUM (13F)
$4.15B
# of Holdings
120
Performance Rank
Allocation (Top 20)
63.65%

Zimmer Partners Lp Holdings Map

Top 50 Zimmer Partners Lp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ADC
AGREE RLTY CORP
6.1%3.30M$248.5Mnew2025-Q1: 0 shares2025-Q2: 3.3K shares2025-Q3: 5.4K shares2025-Q4: 0 shares2026-Q1: 3.30M shares
$73.69(+1.05%)
2026-03-31
NI
NISOURCE INC
5.89%5.14M$240.0M
+32.89%(+1.27M)
2025-Q1: 212.2K shares2025-Q2: 275.0K shares2025-Q3: 5.89M shares2025-Q4: 3.87M shares2026-Q1: 5.14M shares
$41.99(+10.26%)
2026-03-31
ES
EVERSOURCE ENERGY
5.68%3.34M$231.6M
-13.04%(-501.39K)
2025-Q1: 85.9K shares2025-Q2: 4.37M shares2025-Q3: 3.75M shares2025-Q4: 3.84M shares2026-Q1: 3.34M shares
$62.49(+7.49%)
2026-03-31
WELL
WELLTOWER INC
5.43%1.12M$221.2M
+0.20%(+2.20K)
2025-Q1: 1.86M shares2025-Q2: 1.25M shares2025-Q3: 1.11M shares2025-Q4: 1.12M shares2026-Q1: 1.12M shares
$90.78(+135.44%)
2026-03-31
XEL
XCEL ENERGY INC
5.12%2.63M$208.9M
-4.02%(-110.05K)
2025-Q1: 4.12M shares2025-Q2: 3.42M shares2025-Q3: 2.45M shares2025-Q4: 2.74M shares2026-Q1: 2.63M shares
$67.30(+15.79%)
2026-03-31
TRGP
TARGA RES CORP
4.89%794.9K$199.3M
+1.66%(+13.00K)
2025-Q1: 1.11M shares2025-Q2: 1.25M shares2025-Q3: 1.33M shares2025-Q4: 781.9K shares2026-Q1: 794.9K shares
$85.95(+216.43%)
2026-03-31
KMI
KINDER MORGAN INC DEL
4.72%5.74M$192.3M
+42.81%(+1.72M)
2025-Q1: 3.23M shares2025-Q2: 2.19M shares2025-Q3: 6.07M shares2025-Q4: 4.02M shares2026-Q1: 5.74M shares
$28.55(+17.78%)
2026-03-31
KGS
KODIAK GAS SVCS INC
3.41%2.38M$138.9M
-44.24%(-1.89M)
2025-Q1: 3.82M shares2025-Q2: 4.29M shares2025-Q3: 2.93M shares2025-Q4: 4.27M shares2026-Q1: 2.38M shares
$33.27(+120.88%)
2026-03-31
PCG
PG&E CORP
2.77%6.42M$112.8M
-11.91%(-867.67K)
2025-Q1: 13.49M shares2025-Q2: 10.29M shares2025-Q3: 7.91M shares2025-Q4: 7.29M shares2026-Q1: 6.42M shares
$18.75(-14.00%)
2026-03-31
ETR
ENTERGY CORP NEW
2.56%928.6K$104.3M
-44.13%(-733.40K)
2025-Q1: 1.13M shares2025-Q2: 696.7K shares2025-Q3: 0 shares2025-Q4: 1.66M shares2026-Q1: 928.6K shares
$86.51(+26.03%)
2026-03-31

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