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.
Top Valuable Stocks in Zimmer Partners, LP Portfolio
EVERSOURCE ENERGY
WELLTOWER INC
XCEL ENERGY INC
NISOURCE INC
KODIAK GAS SVCS INC
ENTERGY CORP NEW
TARGA RES CORP
TXNM ENERGY INC
SEMPRA
PG&E CORP
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