ZP

Zimmer Partners, LP

13F
Zimmer Partners, LP
Last update 2024-11-14 147 Stocks (41 new)
Value $5.47 Bil Turnover 27 %
Countries:
Top Holdings: WELL(7.76%)RYAN(4.95%)AEE(4.73%)EVRG(4.71%)PNW(4.69%)
Portfolio Report
Summary Stock Picks Current Portfolio
Zimmer Partners, LP Top Holdings of 2024-09-30 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
424643.500
0%
7.760
0%
0.530
-0.17%
+0.57%
79000.620
REITs
RYAN 		Ryan Specialty Holdings Inc
4,077,993
270737.960
-10.39%
4.950
-0.51%
3.260
-8.69%
+2.99%
8301.382
Insurance
AEE 		Ameren Corp
2,960,393
258915.970
-27.61%
4.730
-1.48%
1.110
+3.44%
+0.50%
23863.342
Utilities - Regulated
EVRG 		Evergy Inc
4,161,221
258037.310
-28.88%
4.710
-1.65%
1.810
+3.54%
-0.56%
14076.841
Utilities - Regulated
PNW 		Pinnacle West Capital Corp
2,899,676
256882.300
+5.67%
4.690
+0.25%
2.550
-2.89%
-1.91%
9464.373
Utilities - Regulated
NI 		NiSource Inc
6,571,054
227687.020
-17.49%
4.160
-0.74%
1.410
+8.24%
0%
17144.791
Utilities - Regulated
TRGP 		Targa Resources Corp
1,395,000
206473.950
-21.55%
3.770
-0.91%
0.640
+21.14%
+12.60%
43913.608
Oil & Gas
LNG 		Cheniere Energy Inc
1,133,838
203909.430
-17.63%
3.730
-0.78%
0.510
+28.76%
+12.84%
54540.904
Oil & Gas
DUK 		Duke Energy Corp
1,442,000
166262.600
New Holding
3.040
+3.04%
0.190
-6.42%
-0.97%
82539.745
Utilities - Regulated
FE 		FirstEnergy Corp
3,686,817
163510.330
-34.26%
2.990
-1.36%
0.640
-8.34%
-1.55%
22574.337
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
ADC 		Agree Realty Corp2024-03-31Sold Out
-6.92%
●
54.95 ($58.56) 63.71
$70.65
20.65%
Sold Out
0
-2,991,804
ADC 		Agree Realty Corp2023-12-31Add
+6.82%
●
53.86 ($57.96) 63.47
$70.65
21.89%
Add 6548.45%
2,991,804
2,946,804
WELL 		Welltower Inc2024-03-31New Buy
+6.64%
●
86.51 ($90.55) 94.25
$126.87
40.11%
New holding
3,316,750
3,316,750
AWK 		American Water Works Co Inc2023-03-31New Buy
+6.34%
●
133.65 ($148.09) 161.42
$122.52
-17.27%
New holding
2,104,000
2,104,000
D 		Dominion Energy Inc2023-12-31Reduce
-6.17%
●
39.53 ($44.64) 49.47
$53.69
20.27%
Reduce -99.91%
5,000
-5,344,196
D 		Dominion Energy Inc2023-09-30Add
+6.09%
●
44.14 ($49.65) 54.45
$53.69
8.14%
Add 6586.5%
5,349,196
5,269,196
PPL 		PPL Corp2023-12-31Reduce
-5.12%
●
22.55 ($25.36) 27.27
$31.98
26.10%
Reduce -99.46%
45,900
-8,414,588
WTRG 		Essential Utilities Inc2023-12-31Reduce
-5.07%
●
32.59 ($34.9) 37.64
$34.11
-2.26%
Reduce -92.49%
464,020
-5,713,568
EXC 		Exelon Corp2023-12-31New Buy
+5.06%
●
34.45 ($38.52) 41
$37.92
-1.56%
New holding
3,834,120
3,834,120
EXC 		Exelon Corp2024-03-31Sold Out
-5.06%
●
33.62 ($35.73) 37.57
$37.92
6.13%
Sold Out
0
-3,834,120

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 2024-09-30

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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