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CIK: 0001565854
Total reported value
$4.3B
$4.3B
130 檔
31.5%
During the Q1 2024 filing period, Zimmer Partners, LP (CIK: 0001565854) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.3B across 130 reported positions.
During Q1 2024, Zimmer Partners, LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WELL | Welltower Inc | Stock-Real Estate | 6.62% | +0.54% | — | |
| 2 | AEE | Ameren Corporation | Stock-Utilities | 6.05% | — | +204.28% | |
| 3 | PCG | P G & E CORP | Stock-Utilities | 5.94% | +2.16% | +89.42% | |
| 4 | RYAN | Ryan Specialty Holdings Inc | Stock-Financials | 5.40% | -0.08% | -5.50% | |
| 5 | NI | Nisource Inc | Stock-Utilities | 5.27% | -1.11% | +146.25% | |
| 6 | PNW | Pinnacle West Capital | Stock-Utilities | 4.24% | -0.67% | — | |
| 7 | LNG | Cheniere Energy Inc | Stock-Energy | 4.21% | +2.20% | +61.37% | |
| 8 | TRGP | Targa Resources CORP | Stock-Energy | 3.92% | -0.77% | -36.63% | |
| 9 | NEE | Nextera Energy Inc | Stock-Utilities | 3.74% | +0.22% | NEW | |
| 10 | ES | Eversource Energy | Stock-Utilities | 3.24% | -1.52% | +730.45% | |
| 11 | FE | Firstenergy CORP | Stock-Utilities | 3.03% | -0.03% | EXIT | |
| 12 | TXNM | Txnm Energy Inc | Stock-Utilities | 2.86% | -2.16% | EXIT | |
| 13 | EVRG | Evergy Inc | Stock-Utilities | 2.65% | — | +781.37% | |
| 14 | SRE | Sempra | Stock-Utilities | 2.51% | +0.32% | +96.87% | |
| 15 | AEP | American Electric Power | Stock-Utilities | 1.79% | — | +578.19% | |
| 16 | ETR | Entergy CORP | Stock-Utilities | 1.77% | -1.33% | +123.43% | |
| 17 | IIPR | Innovative Industrial Proper | Stock-Real Estate | 1.71% | — | -18.47% | |
| 18 | T | At&t Inc | Stock-Comm Services | 1.50% | — | — | |
| 19 | NRG | Nrg Energy Inc | Stock-Utilities | 1.37% | — | — | |
| 20 | CPK | Chesapeake Utilities CORP | Stock-Other | 1.37% | — | -4.33% | |
| 21 | KNTK | Kinetik Holdings Inc | Stock-Other | 1.34% | +0.77% | -3.10% | |
| 22 | KD | Kyndryl Holdings Inc | Stock-Tech | 1.18% | — | +1.27% | |
| 23 | CMS | Cms Energy CORP | Stock-Utilities | 1.11% | — | +448.52% | |
| 24 | XEL | Xcel Energy Inc | Stock-Utilities | 1.07% | -0.74% | +1765.01% | |
| 25 | VST | Vistra CORP | Stock-Utilities | 0.97% | — | — | |
| 26 | CTRE | Caretrust Reit Inc | Stock-Real Estate | 0.89% | +0.06% | — | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.88% | — | +83.69% | |
| 28 | SBAC | Sba Communications CORP | Stock-Real Estate | 0.86% | — | +179.10% | |
| 29 | ETRNUSD | Equitrans Midstream CORP | Stock-Other | 0.78% | — | -65.92% | |
| 30 | EGP | Eastgroup Properties Inc | Stock-Real Estate | 0.77% | — | +465.62% | |
| 31 | BECNUSD | Beacon Roofing Supply Inc | Stock-Other | 0.76% | — | — | |
| 32 | AES | Aes CORP | Stock-Utilities | 0.71% | — | +482.81% | |
| 33 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.69% | — | — | |
| 34 | SNY | Sanofi-adr | Stock-Healthcare | 0.67% | — | +5.67% | |
| 35 | EQIX | Equinix Inc | Stock-Real Estate | 0.61% | — | +86.49% | |
| 36 | BIIB | Biogen Inc | Stock-Healthcare | 0.60% | — | +11.35% | |
| 37 | FMX | Fomento Economico Mex-sp Adr | Stock-Other | 0.60% | — | +377.78% | |
| 38 | YORW | York Water Co | Stock-Other | 0.58% | +0.46% | -5.70% | |
| 39 | UGI | Ugi CORP | Stock-Utilities | 0.52% | — | -43.44% | |
| 40 | CNM | Core & Main Inc-class A | Stock-Industrials | 0.52% | +0.64% | — | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.49% | — | +7.84% | |
| 42 | PBA | Pembina Pipeline CORP | Stock-Energy | 0.47% | — | +177.78% | |
| 43 | CCI | Crown Castle Inc | Stock-Real Estate | 0.46% | — | -17.63% | |
| 44 | DTM | Dt Midstream Inc | Stock-Energy | 0.43% | — | -58.98% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | — | — | |
| 46 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.40% | — | +25.99% | |
| 47 | WCC | Wesco International Inc | Stock-Industrials | 0.38% | — | — | |
| 48 | CRGY | Crescent Energy Inc-a | Stock-Energy | 0.38% | — | — | |
| 49 | OGS | One Gas Inc | Stock-Utilities | 0.36% | — | — | |
| 50 | EG | Everest Group, Ltd. | Stock-Financials | 0.36% | — | +81.62% |
According to official SEC Form 13F filings, Zimmer Partners, LP reported a total U.S. public equity portfolio value of $4.3B across 130 disclosed positions in Q1 2024.
During Q1 2024, Zimmer Partners, LP's top holdings by market value included WELL (6.6%)、AEE (6.0%)、PCG (5.9%). The largest single position, WELL, represented 6.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including WELL, AEE, PCG) accounted for 31.5% of total reported equity market value during Q1 2024.
In Q1 2024, Zimmer Partners, LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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