Zeo EnergyZEO
13F holders, Q2 2024 (June 30)7holders +2
2new positions
1sold out
1famous investor
$2.42avg. 13F price*
At the end of Q2 2024, 7 institutions reported holding Zeo Energy Corp. (ZEO) in their 13F filings, up 2 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were K2 Principal Fund, L.P. ($1.0M), Diversify Wealth Management, LLC ($380K) and Geode Capital Management, LLC ($55K). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Zeo Energy Corp.
- CUSIP
- 98944F109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $25K |
| Exits | 1 | $285K |
All 13F filers, Q1 2024 → Q2 2024: 104,594 shares bought and 51,147 shares sold, net +53,447 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| K2 Principal Fund, L.P. | 0.55% | Add +21.8% | 481,448 | $1.0M |
| Diversify Wealth Management, LLC | 0.05% | — | 100,000 | $380K |
| Geode Capital Management, LLC | 0.00% | Add +38.1% | 25,238 | $55K |
| Millennium Management | 0.00% | New | 11,275 | $25K |
| UBS Group AG | 0.00% | Reduce -52.5% | 1,037 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1392.3% | 194 | $417 |
| Bank of America Corp. | 0.00% | New | 14 | $30 |
"% of holder's portfolio" is ZEO's weight in each manager's 13F, not the share of Zeo Energy Corp. the manager owns.