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CIK: 0001565854
Total reported value
$4.3B
$4.3B
153 檔
35.5%
At the close of Q1 2025, Zimmer Partners, LP disclosed equity holdings valued at approximately $4.3B, spread across 153 reported holdings.
Zimmer Partners, LP executed strategic sector rebalancing during Q1 2025, establishing 85 new positions while fully exiting 84 holdings and trimming 21 positions.
In terms of portfolio concentration, the top 5 core holdings (including AEP, PCG, XEL) accounted for 35.5% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AEP | American Electric Power | Stock-Utilities | 7.01% | — | +255.96% | |
| 2 | PCG | P G & E CORP | Stock-Utilities | 6.31% | +2.16% | +53.91% | |
| 3 | XEL | Xcel Energy Inc | Stock-Utilities | 5.84% | -0.74% | +19.22% | |
| 4 | WELL | Welltower Inc | Stock-Real Estate | 5.73% | +0.54% | -40.48% | |
| 5 | TRGP | Targa Resources CORP | Stock-Energy | 4.19% | -0.77% | -33.34% | |
| 6 | DUK | Duke Energy CORP | Stock-Utilities | 3.65% | -1.16% | -21.75% | |
| 7 | FE | Firstenergy CORP | Stock-Utilities | 2.81% | -0.03% | EXIT | |
| 8 | HE | Hawaiian Electric Inds | Stock-Utilities | 2.76% | -0.54% | EXIT | |
| 9 | RYAN | Ryan Specialty Holdings Inc | Stock-Financials | 2.73% | -0.08% | -46.96% | |
| 10 | KGS | Kodiak Gas Services Inc | Stock-Other | 2.69% | +1.03% | +14.23% | |
| 11 | VNOMUSD | Viper Energy Inc-cl A | Stock-Other | 2.38% | — | +829.63% | |
| 12 | PRMB | Primo Brands CORP | Stock-Consumer Staples | 2.33% | -0.01% | — | |
| 13 | EVRG | Evergy Inc | Stock-Utilities | 2.19% | — | -54.62% | |
| 14 | AEE | Ameren Corporation | Stock-Utilities | 2.09% | — | +6.79% | |
| 15 | SRE | Sempra | Stock-Utilities | 1.95% | +0.32% | -23.80% | |
| 16 | KNTK | Kinetik Holdings Inc | Stock-Other | 1.93% | +0.77% | — | |
| 17 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.88% | -1.37% | +53.20% | |
| 18 | D | Dominion Energy Inc | Stock-Utilities | 1.83% | -0.75% | EXIT | |
| 19 | ETR | Entergy CORP | Stock-Utilities | 1.83% | -1.33% | +285.54% | |
| 20 | KD | Kyndryl Holdings Inc | Stock-Tech | 1.54% | — | +15.57% | |
| 21 | BKH | Black Hills CORP | Stock-Utilities | 1.51% | -1.12% | -10.25% | |
| 22 | OKE | Oneok Inc | Stock-Energy | 1.46% | +0.10% | NEW | |
| 23 | SWX | Southwest Gas Holdings Inc | Stock-Utilities | 1.38% | -1.05% | +12.23% | |
| 24 | DTM | Dt Midstream Inc | Stock-Energy | 1.33% | — | -2.72% | |
| 25 | FANG | Diamondback Energy Inc | Stock-Energy | 1.28% | — | -19.05% | |
| 26 | SFD | Smithfield Foods Inc | Stock-Other | 1.06% | — | — | |
| 27 | GEV | GE Vernova Inc | Stock-Industrials | 1.03% | +1.03% | +897.22% | |
| 28 | ADT | Adt Inc | Stock-Industrials | 0.98% | — | -9.34% | |
| 29 | CTRE | Caretrust Reit Inc | Stock-Real Estate | 0.96% | +0.06% | -39.14% | |
| 30 | ZWS | Zurn Elkay Water Solutions C | Stock-Industrials | 0.95% | — | — | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.88% | +0.34% | NEW | |
| 32 | CPAY | Corpay Inc | Stock-Tech | 0.72% | — | +336.00% | |
| 33 | SNCY | Sun Country Airlines Holding | Stock-Other | 0.66% | — | +563.23% | |
| 34 | EG | Everest Group, Ltd. | Stock-Financials | 0.65% | — | -30.91% | |
| 35 | SR | Spire Inc | Stock-Utilities | 0.65% | — | -1.11% | |
| 36 | CRH | CRH plc | Stock-Materials | 0.65% | -0.20% | +169.06% | |
| 37 | PACS | Pacs Group Inc | Stock-Other | 0.64% | -0.11% | EXIT | |
| 38 | HESM | Hess Midstream LP - Class A | Stock-Other | 0.59% | +0.58% | +16.44% | |
| 39 | TTAM | Titan America SA | Stock-Other | 0.58% | -0.10% | EXIT | |
| 40 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.57% | — | — | |
| 41 | WMS | Advanced Drainage Systems In | Stock-Industrials | 0.56% | — | +30.05% | |
| 42 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.52% | — | — | |
| 43 | PH | Parker Hannifin CORP | Stock-Industrials | 0.52% | +0.85% | +5.88% | |
| 44 | ✓ | Fidelis Insurance Hldgs Ltd | Stock-Other | 0.52% | — | -4.41% | |
| 45 | YORW | York Water Co | Stock-Other | 0.50% | +0.46% | +1.43% | |
| 46 | EIX | Edison International | Stock-Utilities | 0.47% | — | — | |
| 47 | TDG | Transdigm Group Inc | Stock-Industrials | 0.43% | -0.52% | -42.84% | |
| 48 | CPK | Chesapeake Utilities CORP | Stock-Other | 0.43% | — | +57.10% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.42% | -0.29% | EXIT | |
| 50 | SNY | Sanofi-adr | Stock-Healthcare | 0.38% | — | -25.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AEP | American Electric Power | +5.5% | +255.96% | Add |
| 2 | WELL | Welltower Inc | +2.7% | -40.48% | Trim |
| 3 | TRGP | Targa Resources CORP | +2.3% | -33.34% | Trim |
| 4 | FE | Firstenergy CORP | +1.8% | -25.11% | Add |
| 5 | ETR | Entergy CORP | +1.6% | +285.54% | Add |
| 6 | OKE | Oneok Inc | +1.4% | — | Add |
| 7 | DTM | Dt Midstream Inc | +1.2% | -2.72% | Add |
| 8 | D | Dominion Energy Inc | +1.1% | +28.82% | Add |
| 9 | SNCY | Sun Country Airlines Holding | +0.4% | +563.23% | Add |
| 10 | WEC | Wec Energy Group Inc | +0.1% | — | Add |
| 11 | PBA | Pembina Pipeline CORP | +0.1% | — | Add |
| 12 | DAL | Delta Air Lines Inc | 0% | +117.32% | Trim |
| 13 | JRVR | James River Group Holdings, Inc. | 0% | +684.35% | Add |
| 14 | UNP | Union Pacific CORP | -0.1% | — | Trim |
| 15 | HTO | H2o America | -0.1% | — | Trim |
| 16 | CSX | Csx CORP | -0.1% | +9.09% | Trim |
| 17 | PCG | P G & E CORP | -0.4% | +53.91% | Trim |
| 18 | CUBE | Cubesmart | -0.7% | — | Trim |
| 19 | ET | Energy Transfer LP | -0.8% | — | Trim |
| 20 | NI | Nisource Inc | -1% | -29.60% | Trim |
| 21 | SPG | Simon Property Group Inc | -1% | +250.00% | Trim |
| 22 | EGP | Eastgroup Properties Inc | -1% | — | Trim |
| 23 | PEG | Public Service Enterprise Gp | -1.1% | — | Trim |
| 24 | DLR | Digital Realty Trust Inc | -1.2% | — | Trim |
| 25 | ES | Eversource Energy | -1.3% | -45.36% | Trim |
| 26 | SO | Southern Co/the | -1.6% | — | Trim |
| 27 | HST | Host Hotels & Resorts Inc | -2% | — | Trim |
| 28 | IIPR | Innovative Industrial Proper | -2.3% | — | Trim |
| 29 | VTR | Ventas Inc | -2.5% | -89.78% | Trim |
| 30 | ED | Consolidated Edison Inc | -2.9% | -51.50% | Trim |
| 31 | EIX | Edison International | -3% | — | Trim |
| 32 | XEL | Xcel Energy Inc | — | NEW | New buy |
| 33 | ARE | Alexandria Real Estate Equit | — | EXIT | Sold out |
| 34 | EXC | Exelon CORP | — | EXIT | Sold out |
| 35 | AIRCUSD | Apartment Income Reit Co | — | EXIT | Sold out |
| 36 | OPTU | Optimum Communications Inc-a | — | EXIT | Sold out |
| 37 | DUK | Duke Energy CORP | — | NEW | New buy |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | EXIT | Sold out |
| 39 | HE | Hawaiian Electric Inds | — | NEW | New buy |
| 40 | RYAN | Ryan Specialty Holdings Inc | — | NEW | New buy |
| 41 | CMS | Cms Energy CORP | — | EXIT | Sold out |
| 42 | KGS | Kodiak Gas Services Inc | — | NEW | New buy |
| 43 | CUZ | Cousins Properties Inc | — | EXIT | Sold out |
| 44 | VNOMUSD | Viper Energy Inc-cl A | — | NEW | New buy |
| 45 | AMT | American Tower CORP | — | EXIT | Sold out |
| 46 | AZEK | Azek Co Inc/the | — | EXIT | Sold out |
| 47 | PRMB | Primo Brands CORP | — | NEW | New buy |
| 48 | EVRG | Evergy Inc | — | NEW | New buy |
| 49 | UDR | Udr Inc | — | EXIT | Sold out |
| 50 | AEE | Ameren Corporation | — | NEW | New buy |
According to official SEC Form 13F filings, Zimmer Partners, LP reported a total U.S. public equity portfolio value of $4.3B across 153 disclosed positions in Q1 2025.
During Q1 2025, Zimmer Partners, LP's top holdings by market value included AEP (7.0%)、PCG (6.3%)、XEL (5.8%). The largest single position, AEP, represented 7.0% of total portfolio value.
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Top New Position Initiated
XEL
市值: $309.5M
Top Position Liquidated / Trimmed
ARE
前期市值: $259.7M
In Q1 2025, Zimmer Partners, LP made 200 total portfolio adjustments, initiating 85 new buys, adding to 10 positions, trimming 21 holdings, and fully liquidating 84 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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