Zimmer Partners, LP
Annual return '25
-0.8%
SPY '25
+17.7%
Alpha
-18.5ptsvs SPY
Invested
$4.1B
Holdings
121
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ADC
AGREE RLTY CORP
Q3 2025: Increased +62.5% (3.3k → 5.4k shares)
6.0%
02
$ES
EVERSOURCE ENERGY
Q3 2025: Increased +400.0% (200.0k → 1.00M shares)
5.8%
03
$NI
NISOURCE INC
Q3 2025: Increased +627.3% (275.0k → 2.00M shares)
5.8%
04
$WELL
WELLTOWER INC
Q3 2025: Sold 11.3% (1.25M → 1.11M shares)
5.3%
05
$XEL
XCEL ENERGY INC
Q3 2025: Increased +553.6% (375.0k → 2.45M shares)
5.0%
06
$TRGP
TARGA RES CORP
Q3 2025: Increased +6.5% (1.25M → 1.33M shares)
4.8%
07
$KMI
KINDER MORGAN INC DEL
Q3 2025: Increased +177.8% (2.19M → 6.07M shares)
4.6%
08
$KGS
KODIAK GAS SVCS INC
Q3 2025: Increased +737.6% (350.0k → 2.93M shares)
3.4%
09
$TXNM 5.75 06/01/
TXNM ENERGY INC
Q2 2025: New position (95.02M shares)
3.1%
10
$PCG
PG&E CORP
Q3 2025: Increased +366.7% (4.50M → 21.00M shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:47 UTC.