Zimmer Partners, LP

Name: Zimmer Partners, LP 13F holdings, Q1 2025
Creator: Zimmer Partners, LP
Published: 2025-05-15

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Zimmer Partners, LP reported 147 stock positions worth $4.9 billion. Its top holding was American Electric Power (AEP) at 7.2% of the portfolio, followed by Xcel Energy (XEL, 5.9%) and Welltower (WELL, 5.8%). Compared with Q4 2024, it opened 47 new positions, sold out of 45, added to 51 and reduced 40. The biggest buy was American Electric Power (AEP, shares +240%) and the biggest sale an exit from Boeing (BA).

Most Recent 13F: Q2 2026
Location: NEW YORK, NY
CIK: 0001565854
Portfolio Value: $4.9B (Q1 2025)
SEC Filing: 0001085146-25-003289 ↗ filed May 15, 2025

Holdings Value

Holdings 147 stocks · $4.9B


AEP American Electric Power	7.20%	3,250,000	$355.1M	Add +240.3%
XEL Xcel Energy Inc.	5.92%	4,121,950	$291.8M	Add +12.4%
WELL Welltower Inc.	5.77%	1,856,848	$284.5M	Reduce -44.2%
PCG P G & E Corp.	4.70%	13,486,877	$231.7M	Add +6.5%
TRGP Targa Resources Corp.	4.50%	1,107,300	$222.0M	Reduce -33.3%
DUK Duke Energy Corp.	3.74%	1,511,629	$184.4M	Reduce -25.4%
HE Hawaiian Electric Inds	2.97%	13,385,992	$146.6M	Reduce -11.9%
RYAN Ryan Specialty Holdings Inc.	2.94%	1,962,500	$145.0M	Reduce -47.0%
KGS Kodiak Gas Services Inc.	2.89%	3,824,063	$142.6M	Add +14.2%
FE Firstenergy Corp.	2.82%	3,433,826	$138.8M	Reduce -30.2%
VNOM Viper Energy Inc.	2.33%	2,538,900	$114.6M	Add +746.3%
AEE Ameren Corporation	2.25%	1,103,383	$110.8M	Add +6.8%
EVRG Evergy Inc.	2.18%	1,558,418	$107.5M	Reduce -58.0%
KNTK Kinetik Holdings Inc.	2.07%	1,966,187	$102.1M	New
D Dominion Energy Inc.	1.97%	1,728,500	$96.9M	Add +28.8%
ETR Entergy Corp.	1.97%	1,133,474	$96.9M	Add +285.5%
KMI Kinder Morgan Inc.	1.87%	3,232,100	$92.2M	Add +41.7%
PRMB Primo Brands Corp.	1.86%	2,587,102	$91.8M	New
SRE Sempra	1.74%	1,201,528	$85.7M	Reduce -36.9%
BKH Black Hills Corp.	1.63%	1,321,304	$80.1M	Reduce -10.3%
OKE Oneok Inc.	1.57%	782,600	$77.6M	New
KD Kyndryl Holdings Inc.	1.50%	2,347,641	$73.7M	Add +4.5%
SWX Southwest Gas Holdings Inc.	1.49%	1,021,956	$73.4M	Add +12.2%
DTM DT Midstream Inc.	1.43%	729,629	$70.4M	Reduce -2.7%
FANG Diamondback Energy Inc.	1.38%	425,000	$67.9M	Reduce -19.1%
SFD Smithfield Foods Inc.	1.14%	2,750,721	$56.1M	New
GEV GE Vernova Inc.	1.11%	179,500	$54.8M	Add +897.2%
ADT Adt Inc.	1.05%	6,387,721	$52.0M	Reduce -9.3%
ZWS Zurn Elkay Water Solutions C	1.02%	1,526,500	$50.3M	New
ETN Eaton Corp. PLC	0.95%	172,400	$46.9M	Add +128.7%
CTRE Caretrust REIT Inc.	0.95%	1,633,000	$46.7M	Reduce -44.1%
EG Everest Group Ltd.	0.70%	95,000	$34.5M	Reduce -30.9%
SR Spire Inc.	0.70%	438,598	$34.3M	Reduce -1.1%
SNCY Sun Country Airlines Holding filed as SUN CTRY AIRLS HLDGS INC	0.69%	2,773,031	$34.2M	Add +545.8%
CRH CRH PLC	0.65%	365,000	$32.1M	Add +151.8%
HESM Hess Midstream LP Class A	0.63%	736,240	$31.1M	Add +16.4%
TTAM Titan America SA	0.62%	2,278,043	$30.8M	New
PEG Public Service Enterprise GP	0.62%	370,000	$30.5M	New
CPAY Corpay Inc.	0.61%	86,500	$30.2M	New
SCHW Schwab (charles) Corp.	0.56%	350,000	$27.4M	New
PH Parker Hannifin Corp.	0.55%	45,000	$27.4M	Add +5.9%
PLGO Pelagos Insurance Capital LT filed as FIDELIS INSURANCE HOLDINGS L	0.55%	1,686,739	$27.3M	Reduce -4.4%
YORW York Water Co. filed as YORK WTR CO	0.53%	757,623	$26.3M	Add +1.4%
WMS Advanced Drainage Systems Inc.	0.49%	223,100	$24.2M	Add +6.2%
PACS Pacs Group Inc.	0.48%	2,106,313	$23.7M	Add +8.2%
TDG Transdigm Group Inc.	0.46%	16,530	$22.9M	Reduce -42.8%
CPK Chesapeake Utilities Corp.	0.46%	177,048	$22.7M	Add +57.1%
CAT Caterpillar Inc.	0.45%	67,950	$22.4M	Add +125.6%
SNY Sanofi-ADR	0.41%	361,600	$20.1M	Reduce -25.9%
REXR Rexford Industrial Realty Inc.	0.38%	475,000	$18.6M	New
AESI Atlas Energy Solutions Inc.	0.36%	1,000,000	$17.8M	New
DAL Delta Air Lines Inc.	0.36%	406,800	$17.7M	Add +93.5%
NVT Nvent Electric PLC	0.35%	325,000	$17.0M	Add +44.4%
FVR Frontview REIT Inc.	0.33%	1,280,551	$16.4M	Reduce -1.5%
PWR Quanta Services Inc.	0.31%	60,900	$15.5M	Add +37.5%
PLD Prologis Inc.	0.31%	137,500	$15.4M	Add +10.0%
AZO AutoZone Inc.	0.31%	4,000	$15.3M	Add +2.6%
TOL Toll Brothers Inc.	0.31%	143,550	$15.2M	Add +43.5%
WM Waste Management Inc.	0.30%	63,940	$14.8M	Add +20.6%
SPG Simon Property Group Inc.	0.29%	87,500	$14.5M	Add +250.0%
FCPT Four Corners Property Trust	0.29%	489,999	$14.1M	Reduce -65.5%
ED Consolidated Edison Inc.	0.28%	127,000	$14.0M	Reduce -51.5%
GE General Electric filed as GE AEROSPACE	0.28%	69,600	$13.9M	Reduce -42.2%
APD Air Products & Chemicals Inc.	0.27%	45,000	$13.3M	Reduce -10.0%
NSC Norfolk Southern Corp.	0.26%	53,100	$12.6M	Reduce -18.3%
AWK American Water Works Co. Inc.	0.25%	85,000	$12.5M	Reduce -51.7%
CWST Casella Waste Systems Inc. Class A	0.24%	107,500	$12.0M	Reduce -78.2%
UAL United Airlines Holdings Inc.	0.24%	172,500	$11.9M	Add +108.6%
WAY Waystar Holding Corp.	0.23%	300,000	$11.2M	New
TEVA Teva Pharmaceutical-SP ADR	0.23%	721,700	$11.1M	New
VRT Vertiv Holdings Co. Class A	0.22%	150,000	$10.8M	Add +200.0%
BBIO Bridgebio Pharma Inc.	0.21%	301,400	$10.4M	Add +67.1%
O Realty Income Corp.	0.21%	175,000	$10.2M	New
ROAD Construction Partners Inc. Class A	0.20%	140,000	$10.1M	New
FTAI Ftai Aviation Ltd.	0.20%	90,000	$10.0M	New
ARCB Arcbest Corp.	0.20%	140,000	$9.9M	Add +33.3%
TEX Terex Corp.	0.19%	250,000	$9.4M	Add +38.9%
JRVR James River Group Holdings I	0.18%	2,162,484	$9.1M	Add +684.4%
SWTX Springworks Therapeutics Inc.	0.18%	202,500	$8.9M	Add +42.3%
BOW Bowhead Specialty Holdings I	0.18%	215,000	$8.7M	No change
NI Nisource Inc.	0.17%	212,227	$8.5M	Reduce -29.6%
ARGX Argenx SE - ADR	0.17%	13,800	$8.2M	New
VTR Ventas Inc.	0.16%	117,500	$8.1M	Reduce -89.8%
MSFT Microsoft Corp.	0.15%	20,000	$7.5M	Add +44.9%
PBA Pembina Pipeline Corp.	0.15%	184,500	$7.4M	New
GMS GMS Inc.	0.15%	100,050	$7.3M	Add +33.4%
MSEX Middlesex Water Co.	0.15%	112,257	$7.2M	New
WHR Whirlpool Corp.	0.14%	75,000	$6.8M	New
KRMN Karman Holdings Inc.	0.14%	200,000	$6.7M	New
EOLS Evolus Inc.	0.12%	505,000	$6.1M	Add +21.3%
ASND Ascendis Pharma A/S	0.11%	36,100	$5.6M	Reduce -62.8%
CHTR Charter Communications Inc. Class A	0.11%	15,000	$5.5M	Reduce -46.4%
EXR Extra Space Storage Inc.	0.11%	37,200	$5.5M	New
ROIV Roivant Sciences Ltd.	0.11%	534,500	$5.4M	Add +111.3%
GAUZ Gauzy Ltd.	0.11%	673,958	$5.4M	Add +3.7%
ES Eversource Energy	0.11%	85,900	$5.3M	Reduce -45.4%
SARO Standardaero Inc.	0.11%	200,000	$5.3M	Add +33.3%
CEG Constellation Energy	0.10%	25,000	$5.0M	New
NJR New Jersey Resources Corp.	0.10%	101,800	$5.0M	Add +49.0%
PNW Pinnacle West Capital	0.10%	50,000	$4.8M	New
HTO H2O America filed as SJW GROUP	0.09%	83,000	$4.5M	New
SOBO South Bow Corp.	0.09%	175,000	$4.5M	New
PSA Public Storage	0.09%	14,500	$4.3M	Reduce -30.6%
ABX Abacus Global Management Inc.	0.09%	575,000	$4.3M	Reduce -6.9%
UNP Union Pacific Corp.	0.09%	18,100	$4.3M	No change
VIK Viking Holdings Ltd.	0.08%	100,000	$4.0M	New
VVX V2X Inc.	0.08%	78,424	$3.8M	Reduce -79.9%
PNTG The Pennant Group Inc.	0.08%	150,000	$3.8M	No change
INR Infinity Natural Resour Class A	0.08%	200,000	$3.8M	New
TYG Tortoise Energy Infrastruct	0.07%	83,918	$3.6M	No change
PPL PPL Corp.	0.07%	100,000	$3.6M	New
FERG Ferguson Enterprises Inc.	0.07%	22,500	$3.6M	New
HST Host Hotels & Resorts Inc.	0.07%	250,000	$3.6M	New
IIPR Innovative Industrial Proper	0.07%	62,240	$3.4M	No change
CYTK Cytokinetics Inc.	0.07%	82,132	$3.3M	Add +116.1%
TLN Talen Energy Corp.	0.06%	15,370	$3.1M	Add +26.3%
SLG SL Green Realty Corp.	0.06%	50,700	$2.9M	Reduce -69.2%
CUBE Cubesmart	0.06%	67,200	$2.9M	New
CSX CSX Corp.	0.05%	90,000	$2.6M	Add +9.1%
SNDX Syndax Pharmaceuticals Inc.	0.05%	213,159	$2.6M	New
ELDN Eledon Pharmaceuticals Inc.	0.05%	754,970	$2.6M	Add +0.7%
SION Sionna Therapeutics Inc.	0.05%	237,500	$2.5M	New
FRT Federal Realty Invs Trust	0.05%	25,000	$2.4M	No change
DLR Digital Realty Trust Inc.	0.05%	15,994	$2.3M	No change
EGP Eastgroup Properties Inc.	0.04%	12,500	$2.2M	No change
FLOC Flowco Holdings Inc. Class A	0.04%	85,000	$2.2M	New
IRON Disc Medicine Inc.	0.04%	42,900	$2.1M	Add +29.6%
OPAL Opal Fuels Inc. Class A	0.04%	1,150,092	$2.1M	Reduce -42.3%
SAIL Sailpoint Inc.	0.04%	105,000	$2.0M	New
KRG Kite Realty Group Trust	0.04%	87,500	$2.0M	New
GPCR Structure Therapeutics Inc.	0.04%	100,776	$1.7M	Add +77.1%
ERH Allspring Utilities and High	0.03%	128,803	$1.4M	Add +145.5%
KRP Kimbell Royalty Partners LP	0.03%	91,153	$1.3M	New
ENB Enbridge Inc.	0.02%	26,000	$1.2M	Reduce -85.1%
MDU Mdu Resources Group Inc.	0.02%	65,096	$1.1M	New
CNI Canadian Natl Railway Co.	0.02%	11,000	$1.1M	No change
BNL Broadstone Net Lease Inc.	0.02%	62,500	$1.1M	Reduce -80.8%
MLTX Moonlake Immunotherapeutics	0.02%	24,500	$957K	New
BPMC Blueprint Medicines Corp.	0.02%	9,620	$851K	Reduce -71.4%
MOD Modine Manufacturing Co.	0.02%	10,000	$768K	New
IMNM Immunome Inc.	0.01%	100,000	$673K	New
IMTX Immatics NV	0.01%	145,990	$658K	Reduce -64.0%
KMTS Kestra Medical Technologies	0.01%	15,000	$374K	New
WDAY Workday Inc. Class A	0.01%	1,500	$350K	New
EQIX Equinix Inc.	0.00%	100	$82K	New
SBAC SBA Communications Corp.	0.00%	100	$22K	New
BBNX Beta Bionics Inc.	0.00%	1,000	$12K	New

Options reported separately and not counted above: PCG calls ($103.1M), PRMB calls ($31.8M), EIX calls ($25.0M), WELL calls ($19.2M), CNP puts ($18.1M), SRE calls ($17.8M), XEL calls ($17.7M), AEP puts ($16.4M), WEC puts ($13.6M), SO puts ($11.5M), VNOM calls ($11.3M), PACS puts ($10.1M), and 13 more.

Portfolio Sells Q4 2024 → Q1 2025


BA The Boeing Co.	Sold out	0.00%	−6.83
AJG Arthur J Gallagher & Co.	Sold out	0.00%	−3.69
TXNM TXNM Energy Inc.	Sold out	0.00%	−2.88
EVRG Evergy Inc.	Reduce -58.0%	2.18%	−1.78
POR Portland General Electric Co.	Sold out	0.00%	−1.74
CMS CMS Energy Corp.	Sold out	0.00%	−1.55
WELL Welltower Inc.	Reduce -44.2%	5.77%	−1.51
RYAN Ryan Specialty Holdings Inc.	Reduce -47.0%	2.94%	−1.18
SRE Sempra	Reduce -36.9%	1.74%	−1.16
VTR Ventas Inc.	Reduce -89.8%	0.16%	−1.01
GTES Gates Industrial Corp. UK Ltd.	Sold out	0.00%	−0.93
NEE Nextera Energy Inc.	Sold out	0.00%	−0.77
CWST Casella Waste Systems Inc. Class A	Reduce -78.2%	0.24%	−0.66
TRGP Targa Resources Corp.	Reduce -33.3%	4.50%	−0.64
FLNC Fluence Energy Inc.	Sold out	0.00%	−0.59
FE Firstenergy Corp.	Reduce -30.2%	2.82%	−0.58
LNG Cheniere Energy Inc.	Sold out	0.00%	−0.51
BKV BKV Corporation	Sold out	0.00%	−0.43
CTRE Caretrust REIT Inc.	Reduce -44.1%	0.95%	−0.42
AHR American Healthcare REIT Inc.	Sold out	0.00%	−0.39
AES AES Corp.	Sold out	0.00%	−0.39
PFE Pfizer Inc.	Sold out	0.00%	−0.38
FCPT Four Corners Property Trust	Reduce -65.5%	0.29%	−0.38
BMY Bristol-Myers Squibb Co.	Sold out	0.00%	−0.37
VVX V2X Inc.	Reduce -79.9%	0.08%	−0.25
ONB Old National Bancorp	Sold out	0.00%	−0.21
IVT Inventrust Properties Corp.	Sold out	0.00%	−0.18
TDG Transdigm Group Inc.	Reduce -42.8%	0.46%	−0.17
WMB Williams Cos Inc.	Sold out	0.00%	−0.17
EG Everest Group Ltd.	Reduce -30.9%	0.70%	−0.16
EXC Exelon Corp.	Sold out	0.00%	−0.16
RXO Rxo Inc.	Sold out	0.00%	−0.16
ULS Ul Solutions Inc. Class A	Sold out	0.00%	−0.14
SLG SL Green Realty Corp.	Reduce -69.2%	0.06%	−0.13
AWK American Water Works Co. Inc.	Reduce -51.7%	0.25%	−0.13
ED Consolidated Edison Inc.	Reduce -51.5%	0.28%	−0.12
ASND Ascendis Pharma A/S	Reduce -62.8%	0.11%	−0.12
FANG Diamondback Energy Inc.	Reduce -19.1%	1.38%	−0.11
ECHO Echostar Corp. Class A	Sold out	0.00%	−0.11
JCI Johnson Controls Internation	Sold out	0.00%	−0.11
T AT&T Inc.	Sold out	0.00%	−0.11
ENB Enbridge Inc.	Reduce -85.1%	0.02%	−0.11
CCI Crown Castle Inc.	Sold out	0.00%	−0.10
CABO Cable One Inc.	Sold out	0.00%	−0.09
NCL CORPORATION LTD (NCLH 1.125 02/15/27)	Sold out	0.00%	−0.09
HBM Hudbay Minerals Inc.	Sold out	0.00%	−0.08
KLC Kindercare Learning Cos Inc.	Sold out	0.00%	−0.08
BECN Beacon Roofing Supply Inc.	Sold out	0.00%	−0.08
FVR Frontview REIT Inc.	Reduce -1.5%	0.33%	−0.08
INVH Invitation Homes Inc.	Sold out	0.00%	−0.08

Portfolio Buys Q4 2024 → Q1 2025


AEP American Electric Power	Add +240.3%	7.20%	+5.68
KNTK Kinetik Holdings Inc.	New	2.07%	+2.07
VNOM Viper Energy Inc.	Add +746.3%	2.33%	+2.07
PRMB Primo Brands Corp.	New	1.86%	+1.86
XEL Xcel Energy Inc.	Add +12.4%	5.92%	+1.62
ETR Entergy Corp.	Add +285.5%	1.97%	+1.58
OKE Oneok Inc.	New	1.57%	+1.57
SFD Smithfield Foods Inc.	New	1.14%	+1.14
ZWS Zurn Elkay Water Solutions C	New	1.02%	+1.02
GEV GE Vernova Inc.	Add +897.2%	1.11%	+1.01
KMI Kinder Morgan Inc.	Add +41.7%	1.87%	+0.79
D Dominion Energy Inc.	Add +28.8%	1.97%	+0.71
AEE Ameren Corporation	Add +6.8%	2.25%	+0.65
TTAM Titan America SA	New	0.62%	+0.62
PEG Public Service Enterprise GP	New	0.62%	+0.62
CPAY Corpay Inc.	New	0.61%	+0.61
SNCY Sun Country Airlines Holding	Add +545.8%	0.69%	+0.58
SCHW Schwab (charles) Corp.	New	0.56%	+0.56
KGS Kodiak Gas Services Inc.	Add +14.2%	2.89%	+0.52
ETN Eaton Corp. PLC	Add +128.7%	0.95%	+0.52
CRH CRH PLC	Add +151.8%	0.65%	+0.42
REXR Rexford Industrial Realty Inc.	New	0.38%	+0.38
SWX Southwest Gas Holdings Inc.	Add +12.2%	1.49%	+0.37
AESI Atlas Energy Solutions Inc.	New	0.36%	+0.36
PCG P G & E Corp.	Add +6.5%	4.70%	+0.27
CAT Caterpillar Inc.	Add +125.6%	0.45%	+0.27
WAY Waystar Holding Corp.	New	0.23%	+0.23
HESM Hess Midstream LP Class A	Add +16.4%	0.63%	+0.23
TEVA Teva Pharmaceutical-SP ADR	New	0.23%	+0.23
CPK Chesapeake Utilities Corp.	Add +57.1%	0.46%	+0.22
SPG Simon Property Group Inc.	Add +250.0%	0.29%	+0.22
O Realty Income Corp.	New	0.21%	+0.21
ROAD Construction Partners Inc. Class A	New	0.20%	+0.20
FTAI Ftai Aviation Ltd.	New	0.20%	+0.20
ARGX Argenx SE - ADR	New	0.17%	+0.17
JRVR James River Group Holdings I	Add +684.4%	0.18%	+0.16
PBA Pembina Pipeline Corp.	New	0.15%	+0.15
KD Kyndryl Holdings Inc.	Add +4.5%	1.50%	+0.15
MSEX Middlesex Water Co.	New	0.15%	+0.15
DAL Delta Air Lines Inc.	Add +93.5%	0.36%	+0.14
WHR Whirlpool Corp.	New	0.14%	+0.14
KRMN Karman Holdings Inc.	New	0.14%	+0.14
BBIO Bridgebio Pharma Inc.	Add +67.1%	0.21%	+0.13
VRT Vertiv Holdings Co. Class A	Add +200.0%	0.22%	+0.12
WM Waste Management Inc.	Add +20.6%	0.30%	+0.11
EXR Extra Space Storage Inc.	New	0.11%	+0.11
YORW York Water Co.	Add +1.4%	0.53%	+0.11
UAL United Airlines Holdings Inc.	Add +108.6%	0.24%	+0.10
CEG Constellation Energy	New	0.10%	+0.10
PNW Pinnacle West Capital	New	0.10%	+0.10

Options Activity Q4 2024 → Q1 2025


PCG P G & E Corp.	call	New	6,000,000	$103.1M
PRMB Primo Brands Corp.	call	New	895,000	$31.8M
AJG Arthur J Gallagher & Co.	call	Sold out	100,000	$28.4Mbefore exit
EIX Edison International	call	New	425,000	$25.0M
WELL Welltower Inc.	call	New	125,000	$19.2M
CNP Centerpoint Energy Inc.	put	New	500,000	$18.1M
SRE Sempra	call	New	250,000	$17.8M
XEL Xcel Energy Inc.	call	New	250,000	$17.7M
AEP American Electric Power	put	New	150,000	$16.4M
WEC WEC Energy Group Inc.	put	New	125,000	$13.6M
SO The Southern Co.	put	New	125,000	$11.5M
VNOM Viper Energy Inc.	call	New	250,000	$11.3M
PACS Pacs Group Inc.	put	New	900,000	$10.1M
FE Firstenergy Corp.	call	New	250,000	$10.1M
DUK Duke Energy Corp.	call	New	75,000	$9.1M
EVRG Evergy Inc.	call	New	125,000	$8.6M
KD Kyndryl Holdings Inc.	call	New	250,000	$7.8M
CPAY Corpay Inc.	call	Reduce -10.0%	22,500	$7.8M
KMI Kinder Morgan Inc.	call	New	262,500	$7.5M
ET Energy Transfer LP	call	New	350,000	$6.5M
WMS Advanced Drainage Systems Inc.	call	New	50,000	$5.4M
CTRE Caretrust REIT Inc.	call	New	145,900	$4.2M
DTE DTE Energy Company	put	New	25,000	$3.5M
CRH CRH PLC	call	New	25,000	$2.2M
DAL Delta Air Lines Inc.	call	New	50,000	$2.2M
SNCY Sun Country Airlines Holding	call	New	75,000	$924K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	111	$4.2B	WELL, NI, ES, KGS, XEL
Q1 2026	117	$3.9B	ADC, NI, ES, WELL, XEL
Q4 2025	119	$3.8B	ES, WELL, XEL, NI, KGS
Q3 2025	133	$4.1B	ES, NI, TRGP, XEL, WELL
Q2 2025	145	$4.4B	ES, AEP, XEL, TRGP, TXNM
Q1 2025	147	$4.9B	AEP, XEL, WELL, PCG, TRGP
Q4 2024	145	$5.8B	WELL, BA, TRGP, PCG, XEL
Q3 2024	143	$5.3B	WELL, RYAN, AEE, EVRG, PNW
Q2 2024	149	$5.2B	WELL, EVRG, ES, AEE, RYAN
Q1 2024	128	$4.6B	WELL, AEE, RYAN, NI, PCG