Jelena Napolitano

Zimmer Partners, Lp

Assets Managed

$4.148B

Holdings

121

Last Quarter

2026 - Q1

Filed Date

6d ago

Growth Rate

9.3%(2Q avg: -4.37%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Zimmer Partners, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 121 positions.

Assets under management

The assets under management (AUM) of Zimmer Partners, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.148B in assets, with a quarterly growth rate of 9.3% and a 2-quarter average growth rate of -4.37%. The portfolio is managed by Jelena Napolitano, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
ES Eversource Energy Recent Activity Decreased -6.53%	6.01%	$248.896M 3.593M shares@ $69.29 avg price	Decreased -6.53%
ADC Agree Realty Corp Recent Activity New Position	6%	$248.484M 3.296M shares@ $75.38 avg price	New Position
NI Nisource Inc Recent Activity Increased 32.89%	5.79%	$239.97M 5.143M shares@ $46.67 avg price	Increased 32.89%
WELL Welltower Inc Recent Activity Increased 0.2%	5.34%	$221.223M 1.119M shares@ $197.72 avg price	Increased 0.2%
XEL Xcel Energy Inc Recent Activity Decreased -4.01%	5.04%	$208.872M 2.629M shares@ $79.44 avg price	Decreased -4.01%
TRGP Targa Resources Corp Recent Activity Increased 1.67%	4.81%	$199.314M 794,933 shares@ $250.73 avg price	Increased 1.67%
KMI Kinder Morgan Inc Recent Activity Increased 42.82%	4.64%	$192.298M 5.735M shares@ $33.53 avg price	Increased 42.82%
KGS Kodiak Gas Services Inc Recent Activity Decreased -44.23%	3.35%	$138.913M 2.382M shares@ $58.32 avg price	Decreased -44.23%
ur-8⤦ Txnm Energy Inc Recent Activity	3.07%	$127.053M 95.022M shares@ $1.34 avg price
PCG P G & E Corp Recent Activity Decreased -5.04%	2.94%	$121.586M 6.92M shares@ $17.58 avg price	Decreased -5.04%

1-10 of 121