Zeo EnergyZEO
13F holders, Q3 2024 (September 30)7holders
2new positions
2sold out
$1.69avg. 13F price*
At the end of Q3 2024, 7 institutions reported holding Zeo Energy Corp. (ZEO) in their 13F filings, unchanged from Q2 2024. 2 opened new positions and 2 sold out. The largest holders were K2 Principal Fund, L.P. ($195K), Townsquare Capital LLC ($85K) and Geode Capital Management, LLC ($54K).
- Company
- Zeo Energy Corp.
- CUSIP
- 98944F109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $107K |
| Exits | 2 | $405K |
All 13F filers, Q2 2024 → Q3 2024: 78,968 shares bought and 477,546 shares sold, net −398,578 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| K2 Principal Fund, L.P. | 0.10% | Reduce -76.0% | 115,580 | $195K |
| Townsquare Capital LLC | 0.00% | New | 50,378 | $85K |
| Geode Capital Management, LLC | 0.00% | Add +27.6% | 32,199 | $54K |
| Virtu Financial LLC | 0.00% | New | 13,208 | $22K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +4337.6% | 8,609 | $15K |
| UBS Group AG | 0.00% | Reduce -38.9% | 634 | $1K |
| Bank of America Corp. | 0.00% | Add +42.9% | 20 | $34 |
"% of holder's portfolio" is ZEO's weight in each manager's 13F, not the share of Zeo Energy Corp. the manager owns.