HoldingsChannel.com
| Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 AMERICAN WTR WKS CO INC NEW |
2,104,000 | +2,104,000 | $308,215 |
| AWK | 2,104,000 | +2,104,000 | $308,215 |
| PG&E CORP |
17,856,772 | -1,109,580 | $288,744 |
| PCG | 17,856,772 | -1,109,580 | $288,744 |
| PORTLAND GEN ELEC CO |
5,650,000 | UNCH | $276,228 |
| POR | 5,650,000 | UNCH | $276,228 |
| TARGA RES CORP |
3,238,550 | -274,250 | $236,252 |
| TRGP | 3,238,550 | -274,250 | $236,252 |
| RYAN SPECIALTY HOLDINGS INC |
5,000,000 | UNCH | $201,200 |
| RYAN | 5,000,000 | UNCH | $201,200 |
| DTE ENERGY CO |
1,691,000 | +210,300 | $185,232 |
| DTE | 1,691,000 | +210,300 | $185,232 |
| INNOVATIVE INDL PPTYS INC |
1,876,808 | -567,875 | $142,619 |
| IIPR | 1,876,808 | -567,875 | $142,619 |
| EVERSOURCE ENERGY |
1,739,841 | +553,947 | $136,160 |
| ES | 1,739,841 | +553,947 | $136,160 |
| EQUITRANS MIDSTREAM CORP |
22,253,680 | +8,852,318 | $128,626 |
| ETRN | 22,253,680 | +8,852,318 | $128,626 |
| SOUTHERN CO |
1,804,023 | +54,923 | $125,524 |
| SO | 1,804,023 | +54,923 | $125,524 |
| NISOURCE INC |
4,327,014 | -414,131 | $120,983 |
| NI | 4,327,014 | -414,131 | $120,983 |
| FIRSTENERGY CORP |
2,735,311 | +1,452,663 | $109,577 |
| FE | 2,735,311 | +1,452,663 | $109,577 |
| ATMOS ENERGY CORP |
930,646 | +930,646 | $104,567 |
| ATO | 930,646 | +930,646 | $104,567 |
| EASTGROUP PPTYS INC |
612,500 | -200,000 | $101,258 |
| EGP | 612,500 | -200,000 | $101,258 |
| BRIXMOR PPTY GROUP INC |
4,650,000 | +4,650,000 | $100,068 |
| BRX | 4,650,000 | +4,650,000 | $100,068 |
| ORACLE CORP |
1,075,000 | +100,000 | $99,889 |
| ORCL | 1,075,000 | +100,000 | $99,889 |
| PPL CORP |
3,500,000 | +3,500,000 | $97,265 |
| PPL | 3,500,000 | +3,500,000 | $97,265 |
| ESSENTIAL UTILS INC |
2,159,278 | +104,878 | $94,252 |
| WTRG | 2,159,278 | +104,878 | $94,252 |
| PUBLIC STORAGE |
300,000 | -112,500 | $90,642 |
| PSA | 300,000 | -112,500 | $90,642 |
| PROLOGIS INC. |
712,500 | -890,000 | $88,899 |
| PLD | 712,500 | -890,000 | $88,899 |
| AGREE RLTY CORP |
1,290,000 | -181,453 | $88,507 |
| ADC | 1,290,000 | -181,453 | $88,507 |
| CONSTELLATION ENERGY CORP |
1,121,485 | +1,121,485 | $88,037 |
| CEG | 1,121,485 | +1,121,485 | $88,037 |
| CAMECO CORP |
3,080,171 | +353,671 | $80,608 |
| CCJ | 3,080,171 | +353,671 | $80,608 |
| DUKE ENERGY CORP NEW |
827,927 | +827,927 | $79,870 |
| DUK | 827,927 | +827,927 | $79,870 |
| EVERGY INC |
1,235,418 | -903,482 | $75,509 |
| EVRG | 1,235,418 | -903,482 | $75,509 |
| AMERICAN TOWER CORP NEW |
357,500 | +32,500 | $73,052 |
| AMT | 357,500 | +32,500 | $73,052 |
| COREBRIDGE FINL INC |
4,553,996 | -203,104 | $72,955 |
| CRBG | 4,553,996 | -203,104 | $72,955 |
| EQUITY LIFESTYLE PPTYS INC |
1,074,500 | -450,500 | $72,131 |
| ELS | 1,074,500 | -450,500 | $72,131 |
| MID AMER APT CMNTYS INC |
462,500 | -512,500 | $69,856 |
| MAA | 462,500 | -512,500 | $69,856 |
| WELLTOWER INC |
775,000 | -3,056,712 | $55,560 |
| WELL | 775,000 | -3,056,712 | $55,560 |
| SBA COMMUNICATIONS CORP NEW |
200,000 | +125,000 | $52,214 |
| SBAC | 200,000 | +125,000 | $52,214 |
| VISTRA CORP |
2,101,600 | +2,101,600 | $50,438 |
| VST | 2,101,600 | +2,101,600 | $50,438 |
| SIRIUS XM HOLDINGS INC |
12,389,615 | +9,254,662 | $49,187 |
| SIRI | 12,389,615 | +9,254,662 | $49,187 |
| HILTON WORLDWIDE HLDGS INC |
337,500 | -62,500 | $47,544 |
| HLT | 337,500 | -62,500 | $47,544 |
| WEYERHAEUSER CO MTN BE |
1,575,000 | +1,575,000 | $47,455 |
| WY | 1,575,000 | +1,575,000 | $47,455 |
| NORFOLK SOUTHN CORP |
218,200 | +218,200 | $46,258 |
| NSC | 218,200 | +218,200 | $46,258 |
| AVALONBAY CMNTYS INC |
275,000 | +275,000 | $46,216 |
| AVB | 275,000 | +275,000 | $46,216 |
| BOSTON PROPERTIES INC |
825,000 | -550,000 | $44,649 |
| BXP | 825,000 | -550,000 | $44,649 |
| GENERAL MTRS CO |
1,175,000 | +755,000 | $43,099 |
| GM | 1,175,000 | +755,000 | $43,099 |
| EXTRA SPACE STORAGE INC |
262,500 | +262,500 | $42,769 |
| EXR | 262,500 | +262,500 | $42,769 |
| SEMPRA |
260,400 | +260,400 | $39,362 |
| SRE | 260,400 | +260,400 | $39,362 |
| RENEW ENERGY GLOBAL PLC |
6,524,256 | -2,356,342 | $36,666 |
| RNW | 6,524,256 | -2,356,342 | $36,666 |
| NRG ENERGY INC |
1,064,765 | +170,700 | $36,511 |
| NRG | 1,064,765 | +170,700 | $36,511 |
| ZIMMER ENERGY TRANSITION ACQ |
3,500,000 | UNCH | $35,490 |
| ZTAQU | 3,500,000 | UNCH | $35,490 |
| DT MIDSTREAM INC |
688,400 | +688,400 | $33,986 |
| DTM | 688,400 | +688,400 | $33,986 |
| YORK WTR CO |
728,837 | -12,094 | $32,579 |
| YORW | 728,837 | -12,094 | $32,579 |
| KYNDRYL HLDGS INC |
2,000,000 | -168,596 | $29,520 |
| KD | 2,000,000 | -168,596 | $29,520 |
| HEALTHPEAK PROPERTIES INC |
1,250,000 | +900,000 | $27,462 |
| PEAK | 1,250,000 | +900,000 | $27,462 |
| CMS ENERGY CORP |
439,621 | -74,304 | $26,984 |
| CMS | 439,621 | -74,304 | $26,984 |
| AMERICAN ELEC PWR CO INC |
255,166 | +255,166 | $23,218 |
| AEP | 255,166 | +255,166 | $23,218 |
See Full List: All Stocks Held By Zimmer Partners LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Zimmer Partners LP
|
Size ($ in 1000's)
At 03/31/2023: $4,872,329 At 12/31/2022: $4,971,985 Zimmer Partners LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Zimmer Partners LP 13F filings. Link to 13F filings: SEC filings |
