Zimmer Partners, LP
CIK 1565854 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- WELL6.03%
- NI4.81%
- ES4.60%
- KGS4.50%
- XEL4.41%
- TRGP4.15%
- PCG3.93%
- MAIR3.83%
- PPL3.37%
- KMI3.36%
Share classes counted separately42.99%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ADCWeight decreased · -2.80 pp6.10% → 3.30%Shares -1.45M (-44.08%)
- LNGWeight increased · +2.27 pp0.38% → 2.65%Shares +414.00K (+752.73%)
- FPSWeight increased · +1.60 pp1.40% → 3.00%Shares +320.70K (+16.44%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | WELLWELLTOWER INC View history and evidence | $255.10M | 6.03% | 1.12M shares | 5.43% → 6.03%+0.60 pp +5.00K (+0.45%) | Added | ▾ |
| 02 | NINISOURCE INC View history and evidence | $203.38M | 4.81% | 4.28M shares | 5.89% → 4.81%-1.08 pp -865.70K (-16.83%) | Reduced | ▾ |
| 03 | ESEVERSOURCE ENERGY View history and evidence | $194.53M | 4.60% | 2.69M shares | 5.68% → 4.60%-1.08 pp -650.91K (-19.47%) | Reduced | ▾ |
| 04 | KGSKODIAK GAS SERVICES INC View history and evidence | $190.14M | 4.50% | 2.53M shares | 3.41% → 4.50%+1.09 pp +148.92K (+6.25%) | Added | ▾ |
| 05 | XELXCEL ENERGY INC View history and evidence | $186.59M | 4.41% | 2.32M shares | 5.12% → 4.41%-0.71 pp -305.69K (-11.63%) | Reduced | ▾ |
| 06 | TRGPTARGA RESOURCES CORP View history and evidence | $175.50M | 4.15% | 654.50K shares | 4.89% → 4.15%-0.74 pp -140.43K (-17.67%) | Reduced | ▾ |
| 07 | PCGP G & E CORP View history and evidence | $166.25M | 3.93% | 9.88M shares | 2.77% → 3.93%+1.16 pp +3.46M (+53.96%) | Added | ▾ |
| 08 | MAIRMADISON AIR SOLUTIONS CORP-ACOM SHS CL A View history and evidence | $161.88M | 3.83% | 4.15M shares | Prior unavailable +4.15M | New | ▾ |
| 09 | PPLPPL CORP View history and evidence | $142.59M | 3.37% | 3.92M shares | Prior unavailable +3.92M | New | ▾ |
| 10 | KMIKINDER MORGAN INC View history and evidence | $142.11M | 3.36% | 4.45M shares | 4.72% → 3.36%-1.36 pp -1.29M (-22.49%) | Reduced | ▾ |
Options overlay 9
$114.13M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
PCGP G & E CORP View history and evidence | Call | 3.25M | $54.66M | +2.75M (+550.00%) | ▾ |
IDAIDACORP INC View history and evidence | Call | 75.00K | $11.35M | +75.00K | ▾ |
LGNLEGENCE CORP-CL ACL A View history and evidence | Put | 125.00K | $10.65M | +125.00K | ▾ |
3 / 9 options · preview only
Exited positions 50
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 69349HAF4 TXNM ENERGY INC | Non-derivative | -95,022,000 | -$127.05M | SEC filing ↗ | SEC filing ↗ |
| WEC WEC ENERGY GROUP INC | Non-derivative | -833,814 | -$96.53M | SEC filing ↗ | SEC filing ↗ |
| TXNM TXNM ENERGY INC | Non-derivative | -1,532,247 | -$89.58M | SEC filing ↗ | SEC filing ↗ |
3 / 50 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1565854 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 4342914697
}Research all 121 reported holdings.
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