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CIK: 0001565854
Total reported value
$4.3B
$4.3B
150 檔
35.3%
In Q2 2024, Zimmer Partners, LP's U.S. equity holdings reached a combined market value of $4.3B, distributed across 150 disclosed stock positions.
During Q2 2024, Zimmer Partners, LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including WELL, EVRG, ES) accounted for 35.3% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WELL | Welltower Inc | Stock-Real Estate | 6.38% | +0.54% | — | |
| 2 | EVRG | Evergy Inc | Stock-Utilities | 5.71% | — | +151.50% | |
| 3 | ES | Eversource Energy | Stock-Utilities | 5.59% | -1.52% | +110.85% | |
| 4 | AEE | Ameren Corporation | Stock-Utilities | 5.36% | — | +6.83% | |
| 5 | LNG | Cheniere Energy Inc | Stock-Energy | 5.24% | +2.20% | +33.03% | |
| 6 | RYAN | Ryan Specialty Holdings Inc | Stock-Financials | 4.86% | -0.08% | — | |
| 7 | NI | Nisource Inc | Stock-Utilities | 4.23% | -1.11% | -10.60% | |
| 8 | TRGP | Targa Resources CORP | Stock-Energy | 4.22% | -0.77% | +8.65% | |
| 9 | FE | Firstenergy CORP | Stock-Utilities | 3.96% | -0.03% | EXIT | |
| 10 | PNW | Pinnacle West Capital | Stock-Utilities | 3.86% | -0.67% | +3.36% | |
| 11 | XEL | Xcel Energy Inc | Stock-Utilities | 2.98% | -0.74% | +224.52% | |
| 12 | SRE | Sempra | Stock-Utilities | 2.67% | +0.32% | +16.42% | |
| 13 | TXNM | Txnm Energy Inc | Stock-Utilities | 2.50% | -2.16% | EXIT | |
| 14 | PCG | P G & E CORP | Stock-Utilities | 2.46% | +2.16% | -53.89% | |
| 15 | UGI | Ugi CORP | Stock-Utilities | 2.24% | — | +431.44% | |
| 16 | ENB | Enbridge Inc | Stock-Energy | 2.09% | -0.01% | EXIT | |
| 17 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.73% | -2.33% | EXIT | |
| 18 | CTRE | Caretrust Reit Inc | Stock-Real Estate | 1.51% | +0.06% | +89.97% | |
| 19 | KD | Kyndryl Holdings Inc | Stock-Tech | 1.30% | — | +5.16% | |
| 20 | IIPR | Innovative Industrial Proper | Stock-Real Estate | 1.10% | — | -29.20% | |
| 21 | KNTK | Kinetik Holdings Inc | Stock-Other | 0.97% | +0.77% | -18.61% | |
| 22 | EXC | Exelon CORP | Stock-Utilities | 0.97% | — | — | |
| 23 | HESM | Hess Midstream LP - Class A | Stock-Other | 0.95% | +0.58% | — | |
| 24 | PLD | Prologis Inc | Stock-Real Estate | 0.93% | — | +400.00% | |
| 25 | CPK | Chesapeake Utilities CORP | Stock-Other | 0.86% | — | -26.32% | |
| 26 | WCC | Wesco International Inc | Stock-Industrials | 0.80% | — | +161.90% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | — | +416.79% | |
| 28 | POR | Portland General Electric Co | Stock-Utilities | 0.71% | — | — | |
| 29 | EG | Everest Group, Ltd. | Stock-Financials | 0.70% | — | +135.29% | |
| 30 | CPAY | Corpay Inc | Stock-Tech | 0.70% | — | +185.00% | |
| 31 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.70% | — | +15.04% | |
| 32 | APG | Api Group CORP | Stock-Industrials | 0.67% | — | — | |
| 33 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.64% | — | — | |
| 34 | EGP | Eastgroup Properties Inc | Stock-Real Estate | 0.63% | — | -0.28% | |
| 35 | ETRNUSD | Equitrans Midstream CORP | Stock-Other | 0.54% | — | -22.79% | |
| 36 | GTES | Gates Industrial Corporation plc | Stock-Industrials | 0.51% | — | — | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | — | +21.33% | |
| 38 | YORW | York Water Co | Stock-Other | 0.48% | +0.46% | -5.72% | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.45% | — | -68.01% | |
| 40 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.44% | -0.46% | EXIT | |
| 41 | VST | Vistra CORP | Stock-Utilities | 0.44% | — | -57.77% | |
| 42 | PACS | Pacs Group Inc | Stock-Other | 0.44% | -0.11% | EXIT | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.43% | +0.22% | NEW | |
| 44 | ETN | Eaton Corporation plc | Stock-Industrials | 0.40% | +0.34% | NEW | |
| 45 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.39% | — | +164.53% | |
| 46 | VIK | Viking Holdings Ltd | Stock-Consumer Disc | 0.39% | — | — | |
| 47 | WAY | Waystar Holding CORP | Stock-Other | 0.38% | — | — | |
| 48 | PH | Parker Hannifin CORP | Stock-Industrials | 0.37% | +0.85% | +35.96% | |
| 49 | AZZ | Azz Inc | Stock-Industrials | 0.36% | — | — | |
| 50 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.35% | +0.98% | NEW |
According to official SEC Form 13F filings, Zimmer Partners, LP reported a total U.S. public equity portfolio value of $4.3B across 150 disclosed positions in Q2 2024.
During Q2 2024, Zimmer Partners, LP's top holdings by market value included WELL (6.4%)、EVRG (5.7%)、ES (5.6%). The largest single position, WELL, represented 6.4% 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 Q2 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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