Zimmer Partners, LP
CIK 1565854 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- WELL7.28%
- BA6.83%
- TRGP5.14%
- PCG4.43%
- XEL4.29%
- RYAN4.12%
- EVRG3.96%
- DUK3.79%
- AJG3.69%
- FE3.39%
Share classes counted separately46.92%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- XELWeight increased · +4.03 pp0.26% → 4.29%Shares +3.45M (+1625.74%)
- AEEWeight decreased · -3.25 pp4.85% → 1.60%Shares -1.93M (-65.10%)
- PCGWeight increased · +3.19 pp1.24% → 4.43%Shares +9.31M (+278.32%)
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 28
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 | $419.65M | 7.28% | 3.33M shares | 7.96% → 7.28%-0.68 pp +13.04K (+0.39%) | Added | ↗▾ |
| 02 | BABOEING CO/THE View history and evidence | $393.74M | 6.83% | 2.22M shares | Prior unavailable +2.22M | New | ↗▾ |
| 03 | TRGPTARGA RESOURCES CORP View history and evidence | $296.52M | 5.14% | 1.66M shares | 3.87% → 5.14%+1.27 pp +266.20K (+19.08%) | Added | ↗▾ |
| 04 | PCGP G & E CORP View history and evidence | $255.51M | 4.43% | 12.66M shares | 1.24% → 4.43%+3.19 pp +9.31M (+278.32%) | Added | ↗▾ |
| 05 | XELXCEL ENERGY INC View history and evidence | $247.61M | 4.29% | 3.67M shares | 0.26% → 4.29%+4.03 pp +3.45M (+1625.74%) | Added | ↗▾ |
| 06 | RYANRYAN SPECIALTY HOLDINGS INCCL A View history and evidence | $237.39M | 4.12% | 3.70M shares | 5.07% → 4.12%-0.95 pp -377.99K (-9.27%) | Reduced | ↗▾ |
| 07 | EVRGEVERGY INC View history and evidence | $228.31M | 3.96% | 3.71M shares | 4.84% → 3.96%-0.88 pp -451.91K (-10.86%) | Reduced | ↗▾ |
| 08 | DUKDUKE ENERGY CORPCOM NEW View history and evidence | $218.45M | 3.79% | 2.03M shares | 3.12% → 3.79%+0.67 pp +585.60K (+40.61%) | Added | ↗▾ |
| 09 | AJGARTHUR J GALLAGHER & CO View history and evidence | $212.89M | 3.69% | 750.00K shares | Prior unavailable +750.00K | New | ↗▾ |
| 10 | FEFIRSTENERGY CORP View history and evidence | $195.67M | 3.39% | 4.92M shares | 3.06% → 3.39%+0.33 pp +1.23M (+33.42%) | Added | ↗▾ |
Options overlay 2
$36.85M 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 | |
|---|---|---|---|---|---|
AJGARTHUR J GALLAGHER & CO View history and evidence | Call | 100.00K | $28.39M | +100.00K | ▾ |
CPAYCORPAY INCCOM SHS View history and evidence | Call | 25.00K | $8.46M | +25.00K | ▾ |
2 / 2 options · preview only
Exited positions 52
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PNW PINNACLE WEST CAPITAL | Non-derivative | -2,899,676 | -$256.88M | SEC filing ↗ | SEC filing ↗ |
| WEC WEC ENERGY GROUP INC | Non-derivative | -958,294 | -$92.17M | SEC filing ↗ | SEC filing ↗ |
| DTE DTE ENERGY COMPANY | Non-derivative | -544,300 | -$69.89M | SEC filing ↗ | SEC filing ↗ |
3 / 52 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 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 5803746277
}Research all 147 reported holdings.
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