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CIK: 0001565854
Total reported value
$4.3B
$4.3B
148 檔
28.8%
According to the latest 13F quarterly dataset, Zimmer Partners, LP managed an equity portfolio of $4.3B at the end of Q2 2025, spanning 148 distinct U.S. exchange-listed positions.
In Q2 2025, Zimmer Partners, LP adopted a defensive or profit-taking posture, trimming 64 positions and completely liquidating 49 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ES | Eversource Energy | Stock-Utilities | 6.19% | -1.52% | +5105.70% | |
| 2 | AEP | American Electric Power | Stock-Utilities | 6.05% | — | -21.21% | |
| 3 | XEL | Xcel Energy Inc | Stock-Utilities | 5.51% | -0.74% | -14.93% | |
| 4 | PCG | P G & E CORP | Stock-Utilities | 4.79% | +2.16% | -18.98% | |
| 5 | TRGP | Targa Resources CORP | Stock-Energy | 4.72% | -0.77% | +12.55% | |
| 6 | TXNM | Txnm Energy Inc | Stock-Utilities | 4.36% | -2.16% | EXIT | |
| 7 | WELL | Welltower Inc | Stock-Real Estate | 4.17% | +0.54% | -37.04% | |
| 8 | KGS | Kodiak Gas Services Inc | Stock-Other | 3.33% | +1.03% | +16.87% | |
| 9 | CNP | Centerpoint Energy Inc | Stock-Utilities | 3.33% | -0.46% | EXIT | |
| 10 | SRE | Sempra | Stock-Utilities | 2.83% | +0.32% | +18.21% | |
| 11 | TXNM 5.75 06-01-54Bond | Txnm Energy Inc | Bond | 2.67% | -3.06% | EXIT | |
| 12 | VNOMUSD | Viper Energy Inc-cl A | Stock-Other | 2.13% | — | -8.03% | |
| 13 | DUK | Duke Energy CORP | Stock-Utilities | 1.90% | -1.16% | -53.46% | |
| 14 | KD | Kyndryl Holdings Inc | Stock-Tech | 1.89% | — | -20.13% | |
| 15 | RYAN | Ryan Specialty Holdings Inc | Stock-Financials | 1.86% | -0.08% | -35.89% | |
| 16 | AEE | Ameren Corporation | Stock-Utilities | 1.58% | — | -31.54% | |
| 17 | PRMB | Primo Brands CORP | Stock-Consumer Staples | 1.51% | -0.01% | -32.53% | |
| 18 | SWX | Southwest Gas Holdings Inc | Stock-Utilities | 1.46% | -1.05% | -11.41% | |
| 19 | EVRG | Evergy Inc | Stock-Utilities | 1.40% | — | -44.37% | |
| 20 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.40% | -1.37% | -37.47% | |
| 21 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 1.39% | — | — | |
| 22 | KTOS | Kratos Defense & Security | Stock-Industrials | 1.36% | -1.33% | EXIT | |
| 23 | ETR | Entergy CORP | Stock-Utilities | 1.26% | -1.33% | -38.53% | |
| 24 | ETN | Eaton Corporation plc | Stock-Industrials | 1.25% | +0.34% | NEW | |
| 25 | NEE | Nextera Energy Inc | Stock-Utilities | 1.02% | +0.22% | NEW | |
| 26 | PNW | Pinnacle West Capital | Stock-Utilities | 0.97% | -0.67% | +900.00% | |
| 27 | ZWS | Zurn Elkay Water Solutions C | Stock-Industrials | 0.95% | — | -21.56% | |
| 28 | HE | Hawaiian Electric Inds | Stock-Utilities | 0.88% | -0.54% | EXIT | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.85% | — | — | |
| 30 | AZO | Autozone Inc | Stock-Consumer Disc | 0.81% | +0.70% | +150.00% | |
| 31 | CRH | CRH plc | Stock-Materials | 0.80% | -0.20% | +2.82% | |
| 32 | HESM | Hess Midstream LP - Class A | Stock-Other | 0.76% | +0.58% | +22.62% | |
| 33 | PH | Parker Hannifin CORP | Stock-Industrials | 0.70% | +0.85% | +2.18% | |
| 34 | WMS | Advanced Drainage Systems In | Stock-Industrials | 0.67% | — | -1.14% | |
| 35 | SMA | Smartstop Self Storage Reit | Stock-Other | 0.66% | -0.11% | — | |
| 36 | TDG | Transdigm Group Inc | Stock-Industrials | 0.62% | -0.52% | +13.13% | |
| 37 | TTAM | Titan America SA | Stock-Other | 0.61% | -0.10% | EXIT | |
| 38 | FANG | Diamondback Energy Inc | Stock-Energy | 0.60% | — | -52.94% | |
| 39 | WM | Waste Management Inc | Stock-Industrials | 0.60% | +0.51% | +87.68% | |
| 40 | SNCY | Sun Country Airlines Holding | Stock-Other | 0.57% | — | -21.84% | |
| 41 | ADT | Adt Inc | Stock-Industrials | 0.56% | — | -52.24% | |
| 42 | EIX | Edison International | Stock-Utilities | 0.56% | — | +17.65% | |
| 43 | SFD | Smithfield Foods Inc | Stock-Other | 0.54% | — | -61.45% | |
| 44 | KVYO | Klaviyo Inc-a | Stock-Other | 0.53% | — | — | |
| 45 | YORW | York Water Co | Stock-Other | 0.52% | +0.46% | — | |
| 46 | HTO | H2o America | Stock-Other | 0.52% | -1.05% | +454.22% | |
| 47 | PWR | Quanta Services Inc | Stock-Industrials | 0.50% | -0.20% | EXIT | |
| 48 | NVT | nVent Electric plc | Stock-Industrials | 0.48% | -0.67% | EXIT | |
| 49 | OKE | Oneok Inc | Stock-Energy | 0.48% | +0.10% | NEW | |
| 50 | CPAY | Corpay Inc | Stock-Tech | 0.47% | — | -40.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ES | Eversource Energy | +6.1% | +5105.70% | Add |
| 2 | TXNM | Txnm Energy Inc | +4.4% | NEW | New buy |
| 3 | CNP | Centerpoint Energy Inc | +3% | +733.16% | Add |
| 4 | TXNM 5.75 06-01-54Bond | Txnm Energy Inc | +2.7% | NEW | New buy |
| 5 | CHWY | Chewy Inc - Class A | +1.4% | NEW | New buy |
| 6 | KTOS | Kratos Defense & Security | +1.4% | NEW | New buy |
| 7 | NEE | Nextera Energy Inc | +1% | NEW | New buy |
| 8 | PNW | Pinnacle West Capital | +0.9% | +900.00% | Add |
| 9 | SRE | Sempra | +0.9% | +18.21% | Add |
| 10 | LLY | Eli Lilly & Co | +0.9% | NEW | New buy |
| 11 | SMA | Smartstop Self Storage Reit | +0.7% | NEW | New buy |
| 12 | KGS | Kodiak Gas Services Inc | +0.6% | +16.87% | Add |
| 13 | KVYO | Klaviyo Inc-a | +0.5% | NEW | New buy |
| 14 | TRGP | Targa Resources CORP | +0.5% | +12.55% | Add |
| 15 | AZO | Autozone Inc | +0.5% | +150.00% | Add |
| 16 | CMS | Cms Energy CORP | +0.5% | NEW | New buy |
| 17 | HTO | H2o America | +0.4% | +454.22% | Add |
| 18 | LNG | Cheniere Energy Inc | +0.4% | NEW | New buy |
| 19 | ETN | Eaton Corporation plc | +0.4% | -6.76% | Trim |
| 20 | KD | Kyndryl Holdings Inc | +0.4% | -20.13% | Trim |
| 21 | CRCL | Circle Internet Group Inc | +0.3% | NEW | New buy |
| 22 | WM | Waste Management Inc | +0.3% | +87.68% | Add |
| 23 | PFE | Pfizer Inc | +0.3% | NEW | New buy |
| 24 | MRX | Marex Group plc | +0.3% | NEW | New buy |
| 25 | VVX | V2x Inc | +0.2% | +279.35% | Add |
| 26 | MGA | Magna International Inc | +0.2% | NEW | New buy |
| 27 | SLNOEUR | Soleno Therapeutics Inc | +0.2% | NEW | New buy |
| 28 | WCC | Wesco International Inc | +0.2% | NEW | New buy |
| 29 | JRVR | James River Group Holdings, Inc. | +0.2% | +38.07% | Add |
| 30 | PWR | Quanta Services Inc | +0.2% | -0.66% | Trim |
| 31 | QXO | Qxo Inc | +0.2% | NEW | New buy |
| 32 | SARO | Standardaero Inc | +0.2% | +117.50% | Add |
| 33 | SLDE | Slide Insurance Holdings Inc | +0.2% | NEW | New buy |
| 34 | CSW | Csw Industrials Inc | +0.2% | NEW | New buy |
| 35 | GE | General Electric | +0.2% | +14.94% | Add |
| 36 | TDG | Transdigm Group Inc | +0.2% | +13.13% | Add |
| 37 | CARR | Carrier Global CORP | +0.2% | NEW | New buy |
| 38 | PH | Parker Hannifin CORP | +0.2% | +2.18% | Add |
| 39 | HESM | Hess Midstream LP - Class A | +0.2% | +22.62% | Add |
| 40 | LOAR | Loar Holdings Inc | +0.2% | NEW | New buy |
| 41 | GPC | Genuine Parts Co | +0.2% | NEW | New buy |
| 42 | BMY | Bristol-myers Squibb Co | +0.2% | NEW | New buy |
| 43 | NVT | nVent Electric plc | +0.2% | -6.92% | Trim |
| 44 | APD | Air Products & Chemicals Inc | +0.2% | +46.67% | Add |
| 45 | CRH | CRH plc | +0.2% | +2.82% | Add |
| 46 | WTRG | Essential Utilities Inc | +0.1% | NEW | New buy |
| 47 | HPP | Hudson Pacific Properties, Inc. | +0.1% | NEW | New buy |
| 48 | FLS | Flowserve CORP | +0.1% | NEW | New buy |
| 49 | CWST | Casella Waste Systems Inc-a | +0.1% | +38.14% | Add |
| 50 | LNT | Alliant Energy CORP | +0.1% | 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 148 disclosed positions in Q2 2025.
During Q2 2025, Zimmer Partners, LP's top holdings by market value included ES (6.2%)、AEP (6.0%)、XEL (5.5%). The largest single position, ES, represented 6.2% 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 ES, AEP, XEL) accounted for 28.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
TXNM
市值: $200.6M
Top Position Liquidated / Trimmed
D
前期市值: $96.9M
In Q2 2025, Zimmer Partners, LP made 189 total portfolio adjustments, initiating 44 new buys, adding to 32 positions, trimming 64 holdings, and fully liquidating 49 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.