ZP

Zimmer Partners, LP

13F
Zimmer Partners, LP
Last update 2024-08-14 153 Stocks (51 new)
Value $5.41 Bil Turnover 33 %
Countries:
Top Holdings: WELL(6.39%)EVRG(5.72%)ES(5.60%)AEE(5.37%)RYAN(4.87%)
Portfolio Report
Summary Stock Picks Current Portfolio
Zimmer Partners, LP Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
WELL 		Welltower Inc
3,316,750
345771.190
0%
6.390
0%
0.540
+22.38%
+52.63%
84137.808
REITs
EVRG 		Evergy Inc
5,850,925
309923.500
+151.50%
5.720
+3.45%
2.540
+5.49%
+21.16%
14041.262
Utilities - Regulated
ES 		Eversource Energy
5,349,483
303369.180
+110.85%
5.600
+2.94%
1.500
-3.51%
+4.13%
22593.480
Utilities - Regulated
AEE 		Ameren Corp
4,089,416
290798.370
+6.83%
5.370
+0.34%
1.530
+10.18%
+24.43%
23389.154
Utilities - Regulated
RYAN 		Ryan Specialty Holdings Inc
4,551,004
263548.640
0%
4.870
0%
3.780
+6.18%
+62.15%
8661.876
Insurance
LNG 		Cheniere Energy Inc
1,376,538
240660.140
+12.58%
4.440
+0.50%
0.610
+12.08%
+13.70%
43208.224
Oil & Gas
NI 		NiSource Inc
7,963,573
229430.540
-10.60%
4.240
-0.56%
1.780
+16.12%
+37.51%
16444.622
Utilities - Regulated
TRGP 		Targa Resources Corp
1,778,200
228996.600
+8.65%
4.230
+0.34%
0.810
+39.37%
+108.83%
38864.741
Oil & Gas
FE 		FirstEnergy Corp
5,607,993
214617.890
+52.57%
3.960
+1.36%
0.970
+1.07%
+18.06%
24147.682
Utilities - Regulated
PNW 		Pinnacle West Capital Corp
2,744,210
209602.760
+3.36%
3.870
+0.13%
2.420
+2.81%
+26.28%
9851.254
Utilities - Regulated

Zimmer Partners, LP's Historical Top Holdings Breakdowns

Zimmer Partners, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PCG 		PG&E Corp2024-06-30Reduce
-3.56%
●
16.03 ($17.6) 18.92
$20.24
15.00%
Reduce -82.25%
2,143,565
-9,934,245
EVRG 		Evergy Inc2024-06-30Add
+3.45%
●
49.56 ($53.2) 55.74
$61.06
14.77%
Add 151.5%
5,850,925
3,524,540
NEE 		NextEra Energy Inc2024-06-30Reduce
-3.29%
●
61.7 ($70.95) 80.02
$78.65
10.85%
Reduce -87.94%
330,000
-2,405,200
ES 		Eversource Energy2024-06-30Add
+2.94%
●
56.71 ($59.29) 61.92
$62.07
4.69%
Add 110.85%
5,349,483
2,812,388
XEL 		Xcel Energy Inc2024-06-30Add
+2.07%
●
52.53 ($54.4) 56.74
$66.33
21.93%
Add 224.52%
3,026,125
2,093,620
ENB 		Enbridge Inc2024-06-30Add
+1.87%
●
32.97 ($35.72) 37.83
$41.05
14.92%
Add 811.31%
3,189,600
2,839,600
UGI 		UGI Corp2024-06-30Add
+1.83%
●
22.08 ($24.23) 26
$23.46
-3.18%
Add 431.44%
5,314,367
4,314,367
AEP 		American Electric Power Co Inc2024-06-30Reduce
-1.79%
●
79.51 ($87.48) 92.67
$100.40
14.77%
Reduce -99.32%
6,637
-968,363
ETR 		Entergy Corp2024-06-30Reduce
-1.75%
●
100.61 ($107.81) 114.22
$145.95
35.38%
Reduce -98.84%
9,073
-772,927
WEC 		WEC Energy Group Inc2024-06-30New Buy
+1.74%
●
77.8 ($81.23) 85.58
$96.10
18.31%
New holding
1,197,806
1,197,806

Zimmer Partners, LP Total Holding History ($B)

To

Zimmer Partners, LP's Asset Allocation

To

Zimmer Partners, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Zimmer Partners, LP's Hypothetical Growth since 2024-06-30

Zimmer Partners, LP's Yearly Returns

Year Portfolio % % Excess Gain %

Zimmer Partners, LP's Holdings Heat Map

Size field:

Zimmer Partners, LP's Holdings Bubble Chart

Zimmer Partners, LP News

  • 1

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