Zimmer Partners, LP WEC WEC ENERGY GROUP INC

Ownership history in Zimmer Partners, LP  ·  16 quarters on record

AI Ownership Summary

Zimmer Partners, LP reported WEC ENERGY GROUP INC (WEC) in 16 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 2.33% in 2026 Q1. The latest visible filing shows WEC at 2.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WEC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Zimmer Partners, LP's position in WEC ENERGY GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WEC was reported at 2.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.33% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Zimmer Partners, LP held WEC — position size vs. price
% of Fund (quarterly)    WEC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 833,814 +583,814 +233.5% 2.33% $96.5M 2026-05-15 $109.16
2025 Q3 ADDED 250,000 +125,000 +100.0% 0.62% $28.6M 2025-11-14 $109.11
2025 Q1 REDUCED 87.0% -3.5% 125,000 -833,294 -87.0% 0.26% $13.6M 2025-05-15 $101.49
2024 Q3 REDUCED 20.0% -1.2% 958,294 -239,512 -20.0% 1.68% $92.2M 2024-11-14 $91.40
2024 Q2 ADDED 1,197,806 +881,056 +278.2% 1.73% $94.0M 2024-08-14 $84.50
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Zimmer Partners, LP and WEC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Zimmer Partners, LP reported owning WEC?

Zimmer Partners, LP reported WEC across 5 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported WEC position in Zimmer Partners, LP's portfolio?

The largest reported portfolio weight for WEC was 2.33% in 2026 Q1.

What is the latest reported WEC position on this page?

The most recent filing on this page is 2026 Q1, when Zimmer Partners, LP reported 833,814 shares, equal to 2.33% of portfolio, with an estimated market value of $96.5M.

What does the chart on this WEC ownership page compare?

The chart compares Zimmer Partners, LP's quarterly WEC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Zimmer Partners, LP time their WEC position?

Based on 13F filing dates vs. subsequent WEC price moves, Zimmer Partners, LP correctly timed 7 out of 13 reported position changes (54%). The annualised alpha on WEC relative to SPY over the holding period was -7.2%.

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