Zeo EnergyZEO
13F holders, Q2 2026 (June 30)30holders −3
3new positions
6sold out
$0.66avg. 13F price*
At the end of Q2 2026, 30 institutions reported holding Zeo Energy Corp. (ZEO) in their 13F filings, down 3 from Q1 2026. 3 opened new positions and 6 sold out. The largest holders were Citizens Financial Group Inc. ($357K), Vanguard Capital Management LLC ($278K) and UBS Group AG ($77K).
- Company
- Zeo Energy Corp.
- CUSIP
- 98944F109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $18K |
| Exits | 6 | $366K |
All 13F filers, Q1 2026 → Q2 2026: 210,104 shares bought and 665,223 shares sold, net −455,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Citizens Financial Group Inc. | 0.00% | No change | 541,175 | $357K |
| Vanguard Capital Management LLC | 0.00% | Add +14.9% | 421,569 | $278K |
| UBS Group AG | 0.00% | Add +7011.8% | 115,994 | $77K |
| Geode Capital Management, LLC | 0.00% | Reduce -15.7% | 109,279 | $72K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 75,000 | $50K |
| Groupe la Francaise | 0.00% | No change | 43,761 | $29K |
| State Street Corp. | 0.00% | No change | 38,900 | $26K |
| XTX Topco Ltd | 0.00% | Reduce -15.0% | 38,891 | $26K |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 0.00% | No change | 37,249 | $25K |
| Jane Street Group, LLC | 0.00% | Add +21.3% | 30,080 | $20K |
| Creative Planning | 0.00% | Reduce -1.0% | 17,107 | $11K |
| HRT Financial LP | 0.00% | New | 17,270 | $11K |
| Credit Industriel Et Commercial | 0.00% | No change | 10,845 | $7K |
| Northern Trust Corp. | 0.00% | New | 10,625 | $7K |
| Vanguard Fiduciary Trust Co. | 0.00% | No change | 10,497 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +360.9% | 10,043 | $7K |
| Morgan Stanley | 0.00% | Add +0.8% | 2,779 | $2K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,612 | $1K |
| Abound Financial, LLC | 0.00% | No change | 1,520 | $1K |
| CKW Financial Group | 0.00% | No change | 1,527 | $1K |
| Caz Investments LP | 0.00% | No change | 1,369 | $904 |
| Group One Trading LLC | 0.00% | No change | 1,348 | $890 |
| Noble Wealth Management PBC | 0.00% | No change | 876 | $579 |
| NewEdge Advisors, LLC | 0.00% | No change | 250 | $165 |
| SBI Securities Co., Ltd. | 0.00% | No change | 134 | $88 |
| FMR LLC | 0.00% | No change | 100 | $66 |
| Barclays PLC | 0.00% | New | 73 | $48 |
| CoreCap Advisors, LLC | 0.00% | No change | 37 | $24 |
| Osaic Holdings, Inc. | 0.00% | No change | 8 | $5 |
| Farther Finance Advisors, LLC | 0.00% | No change | 4 | $3 |
"% of holder's portfolio" is ZEO's weight in each manager's 13F, not the share of Zeo Energy Corp. the manager owns.