Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Zimmer Partners, LP (CIK 1565854) reported $4.15B across 100 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ES ($248.9M, 6.00%), ADC ($248.5M, 5.99%), NI ($240.0M, 5.79%), WELL ($221.2M, 5.33%), XEL ($208.9M, 5.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ES | EVERSOURCE ENERGY | $248.9M | 6.00% | 3.6M | Trimmed |
| 2 | ADC | AGREE RLTY CORP | $248.5M | 5.99% | 3.3M | New |
| 3 | NI | NISOURCE INC | $240.0M | 5.79% | 5.1M | Added |
| 4 | WELL | WELLTOWER INC | $221.2M | 5.33% | 1.1M | Added |
| 5 | XEL | XCEL ENERGY INC | $208.9M | 5.04% | 2.6M | Trimmed |
| 6 | TRGP | TARGA RES CORP | $199.3M | 4.81% | 794,933 | Added |
| 7 | KMI | KINDER MORGAN INC DEL | $192.3M | 4.64% | 5.7M | Added |
| 8 | KGS | KODIAK GAS SVCS INC | $138.9M | 3.35% | 2.4M | Trimmed |
| 9 | PNM | TXNM ENERGY INC | $127.1M | 3.06% | 95.0M | Hold |
| 10 | PCG | PG&E CORP | $121.6M | 2.93% | 6.9M | Trimmed |
| 11 | ETR | ENTERGY CORP NEW | $104.3M | 2.52% | 928,573 | Trimmed |
| 12 | IDA | IDACORP INC | $103.5M | 2.49% | 723,692 | Trimmed |
| 13 | WEC | WEC ENERGY GROUP INC | $96.5M | 2.33% | 833,814 | New |
| 14 | PNM | TXNM ENERGY INC | $89.6M | 2.16% | 1.5M | Trimmed |
| 15 | HTO | H2O AMERICA | $73.4M | 1.77% | 1.3M | Added |
| 16 | SRE | SEMPRA | $68.0M | 1.64% | 699,600 | Trimmed |
| 17 | BKH | BLACK HILLS CORP | $60.1M | 1.45% | 866,034 | Added |
| 18 | FORGENT POWER SOLUTIONS INC | $57.1M | 1.38% | 2.0M | New | |
| 19 | DUK | DUKE ENERGY CORP NEW | $57.3M | 1.38% | 437,929 | Trimmed |
| 20 | BKV | BKV CORP | $55.5M | 1.34% | 1.9M | Added |
| 21 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | $55.2M | 1.33% | 783,148 | Added |
| 22 | CTRE | CARETRUST REIT INC | $54.5M | 1.31% | 1.5M | Trimmed |
| 23 | SWX | SOUTHWEST GAS HLDGS INC | $52.7M | 1.27% | 606,922 | Added |
| 24 | PNW | PINNACLE WEST CAP CORP | $50.4M | 1.21% | 500,055 | Added |
| 25 | CRH | CRH PLC | $42.0M | 1.01% | 400,000 | Added |
Source: SEC Form 13F filings · as of 2026-03-31