Zimmer Partners, LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Zimmer Partners, LP held in its portfolio 119 assets valued at $3,795,139,753 (i.e. $3.80B).
The most valuable assets in the portfolio included: EVERSOURCE ENERGY ($258.82M), WELLTOWER INC ($207.28M), and XCEL ENERGY INC ($202.33M).
The chart below shows the top 10 valuable assets, and the table below shows the top 119 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Zimmer Partners, LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| EVERSOURCE ENERGY | 3843997 | 258816318 | COM |
| WELLTOWER INC | 1116725 | 207275327 | COM |
| XCEL ENERGY INC | 2739353 | 202328613 | COM |
| NISOURCE INC | 3870100 | 161615376 | COM |
| KODIAK GAS SVCS INC | 4271553 | 159756082 | COM |
| ENTERGY CORP NEW | 1661973 | 153616164 | COM |
| TARGA RES CORP | 781933 | 144266639 | COM |
| TXNM ENERGY INC | 95022000 | 127549456 | NOTE 5.750% 6/0 |
| SEMPRA | 1409300 | 124427097 | COM |
| PG&E CORP | 7287774 | 117114528 | COM |
| KINDER MORGAN INC DEL | 4015800 | 110394342 | COM |
| TXNM ENERGY INC | 1862107 | 109640860 | COM |
| IDACORP INC | 800492 | 101310268 | COM |
| ADT INC DEL | 12365246 | 99787535 | COM |
| KINETIK HOLDINGS INC | 2735400 | 98611170 | COM NEW CL A |
| DUKE ENERGY CORP NEW | 642929 | 75357708 | COM NEW |
| AMEREN CORP | 713945 | 71294548 | COM |
| VIPER ENERGY INC | 1740000 | 67216200 | CL A |
| CARETRUST REIT INC | 1761795 | 63706507 | COM |
| CHENIERE ENERGY INC | 309200 | 60105388 | COM NEW |
| KYNDRYL HLDGS INC | 2227253 | 59155840 | COMMON STOCK |
| CMS ENERGY CORP | 742500 | 51923025 | COM |
| RYAN SPECIALTY HOLDINGS INC | 1000000 | 51630000 | CL A |
| AUTOZONE INC | 14000 | 47481000 | COM |
| SMITHFIELD FOODS INC | 2090000 | 46669700 | COM |
| EATON CORP PLC | 136000 | 43317360 | SHS |
| TRANSDIGM GROUP INC | 29250 | 38898113 | COM |
| CENTERPOINT ENERGY INC | 1005100 | 38535534 | COM |
| NVENT ELECTRIC PLC | 375000 | 38238750 | SHS |
| QUANTA SVCS INC | 87250 | 36824735 | COM |
| UL SOLUTIONS INC | 444790 | 35076139 | CLASS A COM SHS |
| JAMES RIV GROUP HOLDINGS INC | 4591638 | 29202818 | COM SHS |
| PARKER-HANNIFIN CORP | 30000 | 26368800 | COM |
| STEWART INFORMATION SVCS COR | 354407 | 24900636 | COM |
| ITT INC | 142500 | 24725175 | COM |
| AIR PRODS & CHEMS INC | 100000 | 24702000 | COM |
| WASTE MGMT INC DEL | 110000 | 24168100 | COM |
| YORK WTR CO | 741849 | 23620472 | COM |
| GRUPO AEROMEXICO SAB DE CV | 1060400 | 23286384 | SPONSORED ADS |
| VERTIV HOLDINGS CO | 135800 | 22000958 | COM CL A |
| CARRIER GLOBAL CORPORATION | 387500 | 20475500 | COM |
| AMRIZE LTD | 366000 | 19793280 | SHS |
| SMARTSTOP SELF STORAG REIT I | 631500 | 19538610 | COMMON STOCK |
| ALLIANCE LAUNDRY HLDGS INC | 950000 | 19332500 | COM |
| BLACK HILLS CORP | 276034 | 19162280 | COM |
| LOAR HOLDINGS INC | 275000 | 18700000 | COM SHS |
| PRIMO BRANDS CORPORATION | 1127654 | 18437143 | CLASS A COM SHS |
| TRANSOCEAN LTD | 4463252 | 18433231 | REGISTERED SHS |
| BUILDERS FIRSTSOURCE INC | 172500 | 17748525 | COM |
| TITAN AMER SA | 989829 | 16312382 | COMMON SHARES |
| CORPAY INC | 52000 | 15648360 | COM SHS |
| SUN CTRY AIRLS HLDGS INC | 1051408 | 15129761 | COM |
| SOUTHWEST GAS HLDGS INC | 184822 | 14789456 | COM |
| AAR CORP | 170000 | 14074300 | COM |
| FRONTVIEW REIT INC | 920485 | 13586359 | COM |
| BKV CORP | 499000 | 13547850 | COM |
| CONSTRUCTION PARTNERS INC | 120000 | 13026000 | COM CL A |
| HESS MIDSTREAM LP | 351700 | 12133650 | CL A SHS |
| PINNACLE WEST CAP CORP | 136455 | 12103559 | COM |
| PACS GROUP INC | 302500 | 11612975 | COM SHS |
| QXO INC | 600000 | 11574000 | COM NEW |
| LUMEXA IMAGING HOLDINGS INC | 610000 | 11285000 | COM |
| CORE & MAIN INC | 200000 | 10394000 | CL A |
| STANDARDAERO INC | 360951 | 10352075 | COM |
| EMCOR GROUP INC | 16500 | 10094535 | COM |
| CRH PLC | 80000 | 9984000 | ORD |
| EVERGY INC | 137500 | 9967375 | COM |
| ANTERO RESOURCES CORP | 284000 | 9786640 | COM |
| MICROSOFT CORP | 20000 | 9672400 | COM |
| MIDDLESEX WTR CO | 183657 | 9259986 | COM |
| GENUINE PARTS CO | 75000 | 9222000 | COM |
| MODINE MFG CO | 62500 | 8344375 | COM |
| KARBON CAP PARTNERS CORP | 800000 | 8052000 | UNIT 12/11/2030 |
| CATERPILLAR INC | 13200 | 7561884 | COM |
| KAYNE ANDERSON ENERGY INFRST | 554700 | 6867186 | COM |
| KRATOS DEFENSE & SEC SOLUTIO | 90000 | 6831900 | COM NEW |
| MEDLINE INC | 159660 | 6705720 | COM CL A |
| KENVUE INC | 375000 | 6468750 | COM |
| AVEANNA HEALTHCARE HLDGS INC | 757500 | 6188775 | COM |
| GE AEROSPACE | 20000 | 6160600 | COM NEW |
| BOWHEAD SPECIALTY HLDGS INC | 215000 | 6136100 | COM SHS |
| V2X INC | 90077 | 4913700 | COM |
| FOUR CORNERS PPTY TR INC | 185092 | 4268222 | COM |
| BULLISH | 110000 | 4165700 | ORD SHS |
| VIRTUS INVT PARTNERS INC | 25000 | 4078750 | COM |
| TAMBORAN RES CORP | 143732 | 3913822 | COM |
| NEPTUNE INS HLDGS INC | 125000 | 3645000 | CL A |
| ELEDON PHARMACEUTICALS INC | 2384228 | 3600184 | COM |
| HUT 8 CORP | 72500 | 3330650 | COM |
| CHESAPEAKE UTILS CORP | 20000 | 2495200 | COM |
| NETSTREIT CORP | 140500 | 2478420 | COM |
| CUBESMART | 67500 | 2433375 | COM |
| DISC MEDICINE INC | 27500 | 2183775 | COM |
| H2O AMERICA | 43816 | 2146546 | COM |
| BETA TECHNOLOGIES INC | 75000 | 2115750 | COM SHS CL A |
| MINERALYS THERAPEUTICS INC | 57500 | 2086675 | COM |
| TORTOISE ENERGY INFRA CORP | 50000 | 2045000 | COM |
| FIRSTENERGY CORP | 45000 | 2014650 | COM |
| EXZEO GROUP INC | 75000 | 1818750 | COM SHS |
| AVALONBAY CMNTYS INC | 9769 | 1771217 | COM |
| SLIDE INS HLDGS INC | 90651 | 1765881 | COM |
| CALIFORNIA WTR SVC GROUP | 38500 | 1668205 | COM |
| ALLSPRING UTILITIES AND HIGH | 128803 | 1522451 | WF UTILITIES INC |
| CASELLA WASTE SYS INC | 15194 | 1488100 | CL A |
| DUFF & PHELPS UTLITY AND INF | 83200 | 1057472 | COM |
| EQUINIX INC | 1253 | 959998 | COM |
| WEALTHFRONT CORP | 70000 | 951300 | COM |
| GAUZY LTD | 581187 | 749731 | SHS |
| SBA COMMUNICATIONS CORP NEW | 100 | 19343 | CL A |
| OGE ENERGY CORP | 163 | 6960 | COM |
| CROWN CASTLE INC | 73 | 6488 | COM |
| SPIRE INC | 68 | 5623 | COM |
| VERIZON COMMUNICATIONS INC | 117 | 4765 | COM |
| AMERICAN TOWER CORP NEW | 23 | 4038 | COM |
| ONE GAS INC | 50 | 3863 | COM |
| TELUS CORPORATION | 233 | 3071 | COM |
| ESSENTIAL UTILS INC | 80 | 3069 | COM |
| BCE INC | 106 | 2529 | COM NEW |
| VODAFONE GROUP PLC NEW | 60 | 793 | SPONSORED ADR |