Zeo EnergyZEO
13F holders, Q4 2024 (December 31)8holders +1
4new positions
4sold out
$3.43avg. 13F price*
At the end of Q4 2024, 8 institutions reported holding Zeo Energy Corp. (ZEO) in their 13F filings, up 1 from Q3 2024. 4 opened new positions and 4 sold out. The largest holders were Geode Capital Management, LLC ($265K), Vanguard Group Inc. ($216K) and XTX Topco Ltd ($42K).
- Company
- Zeo Energy Corp.
- CUSIP
- 98944F109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $258K |
| Exits | 4 | $317K |
All 13F filers, Q3 2024 → Q4 2024: 122,489 shares bought and 187,775 shares sold, net −65,286 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Geode Capital Management, LLC | 0.00% | Add +140.3% | 77,389 | $265K |
| Vanguard Group Inc. | 0.00% | New | 63,010 | $216K |
| XTX Topco Ltd | 0.00% | New | 12,126 | $42K |
| UBS Group AG | 0.00% | Add +320.5% | 2,666 | $9K |
| Pickering Energy Partners LP | 0.00% | New | 100 | $343 |
| Bank of America Corp. | 0.00% | Add +110.0% | 42 | $144 |
| SBI Securities Co., Ltd. | 0.00% | — | 12 | $41 |
| JPMorgan Chase & Co. | 0.00% | New | 9 | $31 |
"% of holder's portfolio" is ZEO's weight in each manager's 13F, not the share of Zeo Energy Corp. the manager owns.