Zimmer Partners, Lp Top Holdings and 13F Report (2026) About Zimmer Partners, LpInvestment ActivityZimmer Partners, Lp has $4.15 billion in total holdings as of March 31, 2026.Zimmer Partners, Lp owns shares of 121 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 33.72% of the portfolio was purchased this quarter.About 33.98% of the portfolio was sold this quarter.This quarter, Zimmer Partners, Lp has purchased 119 new stocks and bought additional shares in 33 stocks.Zimmer Partners, Lp sold shares of 39 stocks and completely divested from 42 stocks this quarter.Largest Holdings Eversource Energy $248,895,813Agree Realty $248,483,687NiSource $239,970,467Welltower $221,222,662Xcel Energy $208,871,592 Largest New Holdings this Quarter 008492100 - Agree Realty $248,483,687 Holding92939U106 - WEC Energy Group $96,530,647 Holding34631F102 - FORGENT POWER SOLUTIONS INC $57,091,720 Holding25746U109 - Dominion Energy $30,910,000 Holding65339F655 - NEXTERA ENERGY INC $30,651,434 Holding Largest Purchases this Quarter Agree Realty 3,296,414 shares (about $248.48M)WEC Energy Group 833,814 shares (about $96.53M)H2O AMERICA 1,207,184 shares (about $70.83M)NiSource 1,272,859 shares (about $59.39M)Kinder Morgan 1,719,300 shares (about $57.65M) Largest Sales this Quarter KINETIK HOLDINGS INC 2,602,250 shares (about $125.97M)Kodiak Gas Services 1,889,637 shares (about $110.20M)Entergy 733,400 shares (about $82.40M)CHENIERE ENERGY INC 254,200 shares (about $72.13M)Sempra Energy 709,700 shares (about $68.96M) Sector Allocation Over TimeMap of 500 Largest Holdings ofZimmer Partners, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorESEversource Energy$248,895,813$17,416,299 â–¼-6.5%3,592,6076.0%UtilitiesADCAgree Realty$248,483,687$248,483,687 â–²New Holding3,296,4146.0%FinanceNINiSource$239,970,467$59,391,601 â–²32.9%5,142,9595.8%UtilitiesWELLWelltower$221,222,662$434,962 â–²0.2%1,118,9255.3%FinanceXELXcel Energy$208,871,592$8,742,610 â–¼-4.0%2,629,3005.0%UtilitiesTRGPTarga Resources$199,313,551$3,259,490 â–²1.7%794,9334.8%EnergyKMIKinder Morgan$192,297,903$57,648,129 â–²42.8%5,735,1004.6%EnergyKGSKodiak Gas Services$138,913,341$110,203,630 â–¼-44.2%2,381,9163.3%EnergyTXNM ENERGY INC$127,053,4410.0%95,022,0003.1%NOTE 5.750% 6/0PCGPacific Gas & Electric$121,586,245$6,459,944 â–¼-5.0%6,920,1052.9%UtilitiesETREntergy$104,334,462$82,404,824 â–¼-44.1%928,5732.5%UtilitiesIDAIDACORP$103,466,245$10,980,096 â–¼-9.6%723,6922.5%UtilitiesWECWEC Energy Group$96,530,647$96,530,647 â–²New Holding833,8142.3%UtilitiesTXNM ENERGY INC$89,575,160$19,283,616 â–¼-17.7%1,532,2472.2%COMH2O AMERICA$73,396,170$70,825,485 â–²2,755.1%1,251,0001.8%COMSRESempra Energy$67,980,132$68,961,549 â–¼-50.4%699,6001.6%UtilitiesBKHBlack Hills$60,111,420$40,951,900 â–²213.7%866,0341.4%UtilitiesDUKDuke Energy$57,342,423$26,842,700 â–¼-31.9%437,9291.4%UtilitiesFORGENT POWER SOLUTIONS INC$57,091,720$57,091,720 â–²New Holding1,950,5201.4%COM SHS CL ABKV CORP$55,508,875$41,277,395 â–²290.0%1,946,3141.3%COMKTOSKratos Defense & Security Solutions$55,219,765$48,873,865 â–²770.2%783,1481.3%AerospaceCARETRUST REIT INC$54,467,581$10,102,206 â–¼-15.6%1,486,1551.3%COMSWXSouthwest Gas$52,741,522$36,680,490 â–²228.4%606,9221.3%UtilitiesPNWPinnacle West Capital$50,380,541$36,632,700 â–²266.5%500,0551.2%UtilitiesCRH PLC$42,048,000$33,638,400 â–²400.0%400,0001.0%ORDGEGE Aerospace$36,890,100$31,214,700 â–²550.0%130,0000.9%AerospaceVIPER ENERGY INC$36,182,300$45,580,300 â–¼-55.7%770,0000.9%CL ALOAR HOLDINGS INC$32,798,525$17,043,775 â–²108.2%572,5000.8%COM SHSDDominion Energy$30,910,000$30,910,000 â–²New Holding500,0000.7%UtilitiesNEXTERA ENERGY INC$30,651,434$30,651,434 â–²New Holding609,3240.7%UNIT 02/15/2029QXO INC$30,586,500$18,934,500 â–²162.5%1,575,0000.7%COM NEWVSECVSE$29,596,200$29,596,200 â–²New Holding160,5000.7%ConstructionRYANRyan Specialty$29,522,500$4,217,500 â–¼-12.5%875,0000.7%FinanceAPHAmphenol$29,250,025$29,250,025 â–²New Holding231,5000.7%Computer and TechnologyTDGTransdigm Group$28,974,000$4,925,580 â–¼-14.5%25,0000.7%AerospaceJAMES RIV GROUP HOLDINGS INC$28,927,3190.0%4,591,6380.7%COM SHSNVTnVent Electric$27,854,940$16,500,060 â–¼-37.2%235,5000.7%Computer and TechnologyBLDRBuilders FirstSource$27,374,725$13,172,800 â–²92.8%332,5000.7%Retail/WholesaleWMWaste Management$26,425,850$1,148,950 â–²4.5%115,0000.6%Business ServicesEMEEMCOR Group$25,840,850$13,658,735 â–²112.1%35,0000.6%ConstructionALLIANCE LAUNDRY HLDGS INC$23,747,362$4,044,362 â–²20.5%1,145,0030.6%COMWHRWhirlpool$23,212,560$23,212,560 â–²New Holding430,5000.6%Consumer DiscretionaryPHParker-Hannifin$22,381,000$4,476,200 â–¼-16.7%25,0000.5%IndustrialsYORWYork Water$22,310,015$279,287 â–¼-1.2%732,6770.5%UtilitiesHEHawaiian Electric Industries$22,260,000$22,260,000 â–²New Holding1,500,0000.5%UtilitiesSTANDARDAERO INC$21,955,500$12,632,136 â–²135.5%850,0000.5%COMCNMCore & Main$21,242,000$11,362,000 â–²115.0%430,0000.5%IndustrialsCWSTCasella Waste Systems$20,445,442$19,239,950 â–²1,596.0%257,6940.5%Business ServicesCNPCenterPoint Energy$19,141,460$24,238,656 â–¼-55.9%443,5000.5%UtilitiesSMARTSTOP SELF STORAG REIT I$18,168,000$953,820 â–¼-5.0%600,0000.4%COMMON STOCKUSA RARE EARTH INC$17,430,072$17,430,072 â–²New Holding1,151,6400.4%COMPNRPentair$17,422,000$17,422,000 â–²New Holding200,0000.4%Business ServicesGRUPO AEROMEXICO SAB DE CV$17,142,146$2,285,942 â–²15.4%1,223,5650.4%SPONSORED ADSAZOAutoZone$16,888,900$30,400,020 â–¼-64.3%5,0000.4%Retail/WholesaleSMSM Energy$16,603,350$16,603,350 â–²New Holding532,5000.4%EnergyCORPAY INC$16,295,440$1,163,960 â–²7.7%56,0000.4%COM SHSCHENIERE ENERGY INC$15,606,800$72,131,792 â–¼-82.2%55,0000.4%COM NEWSTCStewart Information Services$15,145,108$6,679,275 â–¼-30.6%245,9420.4%FinanceCRCrane$14,535,000$14,535,000 â–²New Holding85,0000.4%IndustrialsPOOLPool$14,163,100$14,163,100 â–²New Holding70,0000.3%Consumer DiscretionaryFCXFreeport-McMoRan$13,960,250$13,960,250 â–²New Holding237,5000.3%Basic MaterialsJANUS LIVING INC$13,552,750$13,552,750 â–²New Holding575,0000.3%CL A-1PRIMO BRANDS CORPORATION$13,501,110$7,732,615 â–¼-36.4%717,0000.3%CLASS A COM SHSCMICummins$13,450,500$13,450,500 â–²New Holding25,0000.3%Auto/Tires/TrucksGPCGenuine Parts$13,218,750$5,287,500 â–²66.7%125,0000.3%Retail/WholesaleCARRCarrier Global$12,951,300$8,868,825 â–¼-40.6%230,0000.3%ConstructionHUT 8 CORP$12,900,250$9,499,275 â–²279.3%275,0000.3%COMCATCaterpillar$11,866,705$2,515,033 â–²26.9%16,7500.3%IndustrialsHESMHess Midstream Partners$11,653,226$2,017,353 â–¼-14.8%299,8000.3%EnergyVRTSVirtus Investment Partners$11,301,656$7,942,906 â–²236.5%84,1210.3%FinanceGNRCGenerac$10,665,018$10,665,018 â–²New Holding54,6000.3%IndustrialsITTITT$9,526,500$17,624,025 â–¼-64.9%50,0000.2%Multi-Sector ConglomeratesMSEXMiddlesex Water$9,207,801$351,546 â–¼-3.7%176,9030.2%UtilitiesARAntero Resources$9,018,500$3,034,460 â–¼-25.2%212,5000.2%EnergyWATERBRIDGE INFRASTRUCTURE L$8,572,800$8,572,800 â–²New Holding320,0000.2%CL A SHS REPSTGVVXV2X$8,562,500$2,392,226 â–²38.8%125,0000.2%Business ServicesKYNKayne Anderson Energy Infrastructure Fund$8,389,500$468,384 â–²5.9%587,5000.2%Financial ServicesAIVApartment Investment and Management$8,251,925$8,251,925 â–²New Holding2,027,5000.2%FinancePWRQuanta Services$8,235,300$39,666,695 â–¼-82.8%15,0000.2%ConstructionEQUIPMENTSHARE COM INC$8,178,555$8,178,555 â–²New Holding401,5000.2%COM CL AROLRollins$8,011,500$8,011,500 â–²New Holding150,0000.2%ConstructionMSFTMicrosoft$7,958,655$555,255 â–²7.5%21,5000.2%Computer and TechnologyEMRAFEmera$7,796,421$7,796,421 â–²New Holding150,4360.2%UtilitiesINNOVEX INTERNATIONAL INC$7,254,196$7,254,196 â–²New Holding297,4250.2%COMALMONTY INDS INC$6,878,000$6,878,000 â–²New Holding475,0000.2%COM NEWFRONTVIEW REIT INC$6,562,885$7,677,019 â–¼-53.9%424,2330.2%COMGE VERNOVA INC$6,546,750$6,546,750 â–²New Holding7,5000.2%COMKINETIK HOLDINGS INC$6,445,792$125,974,932 â–¼-95.1%133,1500.2%COM NEW CL ANTSTNETSTREIT$5,940,865$3,295,250 â–²124.6%315,5000.1%FinanceELDNEledon Pharmaceuticals$5,775,000$1,568,422 â–¼-21.4%1,875,0000.1%MedicalSYYSysco$5,706,400$5,706,400 â–²New Holding80,0000.1%Consumer StaplesAVAHAveanna Healthcare$4,908,246$29,946 â–²0.6%762,1500.1%MedicalBOWHEAD SPECIALTY HLDGS INC$4,705,814$116,636 â–¼-2.4%209,8000.1%COM SHSTAMBORAN RES CORP$4,573,085$2,612,077 â–¼-36.4%91,4800.1%COMPACS GROUP INC$4,496,800$5,219,500 â–¼-53.7%140,0000.1%COM SHSFCPTFour Corners Property Trust$4,377,4260.0%185,0920.1%FinanceTITAN AMER SA$3,986,343$10,841,296 â–¼-73.1%266,1110.1%COMMON SHARESAAONAAON$3,723,750$3,723,750 â–²New Holding45,0000.1%ConstructionKARMAN HLDGS INC$3,202,000$3,202,000 â–²New Holding40,0000.1%COMMON STOCKLUMEXA IMAGING HOLDINGS INC$2,580,000$2,666,000 â–¼-50.8%300,0000.1%COMShowing largest 100 holdings. 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