Zeo EnergyZEO
13F holders, Q1 2024 (March 31)5holders
$5.71avg. 13F price*
At the end of Q1 2024, 5 institutions reported holding Zeo Energy Corp. (ZEO) in their 13F filings. The largest holders were K2 Principal Fund, L.P. ($2.3M), Piper Sandler & Co. ($285K) and Geode Capital Management, LLC ($109K).
- Company
- Zeo Energy Corp.
- CUSIP
- 98944F109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.7M |
| Exits | 0 | $0 |
Ownership 5 holders
| K2 Principal Fund, L.P. | 1.16% | New | 395,293 | $2.3M |
| Piper Sandler & Co. | 33.35% | New | 50,000 | $285K |
| Geode Capital Management, LLC | 0.00% | New | 18,269 | $109K |
| UBS Group AG | 0.00% | New | 2,184 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 13 | $74 |
"% of holder's portfolio" is ZEO's weight in each manager's 13F, not the share of Zeo Energy Corp. the manager owns.