Zimmer Partners, LP 13F Holdings

CIK 0001565854

As of Sep 30, 2025, Zimmer Partners, LP reported 139 positions worth $4.6B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
PG&E CORPPCGUtilities18,411,027$416.2M8.99%
EVERSOURCE ENERGYESUtilities4,252,300$302.5M6.53%
NISOURCE INCNIUtilities6,886,983$298.2M6.44%
TARGA RESOURCES CORPTRGPEnergy1,326,850$222.3M4.80%
XCEL ENERGY INCXELUtilities2,451,000 97.7M4.27%
WELLTOWER INCWELLReal Estate1,106,245 97.1M4.26%
TXNM ENERGY INCTXNMUtilities3,389,018 91.6M4.14%
KINDER MORGAN INCKMIEnergy6,070,100 71.8M3.71%
TXNM ENERGY INC——95,022,000 24.3M2.68%
KODIAK GAS SERVICES INCKGSEnergy2,931,704 08.4M2.34%
CENTERPOINT ENERGY INCCNPUtilities2,715,300 05.4M2.28%
AMERICAN ELECTRIC POWERAEPUtilities897,134 00.9M2.18%
AMEREN CORPAEEEquity749,345$78.2M1.69%
SEMPRASREUtilities855,800$77.0M1.66%
IDACORP INCIDAUtilities537,500$71.0M1.53%
ADT INCADTIndustrials8,077,811$70.4M1.52%
VIPER ENERGY INCVNOMEnergy1,840,000$70.3M1.52%
DUKE ENERGY CORPDUKUtilities556,529$68.9M1.49%
BLACK HILLS CORPBKHUtilities1,100,020$67.8M1.46%
KYNDRYL HOLDINGS INCKDTechnology2,227,904$66.9M1.44%
SOUTHWEST GAS HOLDINGS INCSWXUtilities772,815$60.5M1.31%
EATON CORP PLCETNIndustrials154,900$58.0M1.25%
NEXTERA ENERGY INCNEEUtilities738,002$55.7M1.20%
CARETRUST REIT INCCTREReal Estate1,588,130$55.1M1.19%
PRIMO BRANDS CORPPRMBConsumer Defensive2,439,062$53.9M1.16%