Zeo EnergyZEO
13F holders, Q1 2025 (March 31)10holders +2
4new positions
2sold out
1famous investor
$1.51avg. 13F price*
At the end of Q1 2025, 10 institutions reported holding Zeo Energy Corp. (ZEO) in their 13F filings, up 2 from Q4 2024. 4 opened new positions and 2 sold out. The largest holders were Vanguard Group Inc. ($229K), Geode Capital Management, LLC ($132K) and State Street Corp. ($36K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Zeo Energy Corp.
- CUSIP
- 98944F109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $66K |
| Exits | 2 | $42K |
All 13F filers, Q4 2024 → Q1 2025: 142,824 shares bought and 12,228 shares sold, net +130,596 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Vanguard Group Inc. | 0.00% | Add +141.2% | 151,963 | $229K |
| Geode Capital Management, LLC | 0.00% | Add +13.2% | 87,623 | $132K |
| State Street Corp. | 0.00% | New | 24,000 | $36K |
| Citadel Advisors | 0.00% | New | 17,839 | $27K |
| UBS Group AG | 0.00% | Add +1.2% | 2,698 | $4K |
| Abound Financial, LLC | 0.00% | New | 1,520 | $2K |
| Wolverine Asset Management LLC | 0.00% | New | 219 | $330 |
| Bank of America Corp. | 0.00% | Add +45.2% | 61 | $92 |
| SBI Securities Co., Ltd. | 0.00% | Add +66.7% | 20 | $30 |
| JPMorgan Chase & Co. | 0.00% | Reduce -22.2% | 7 | $11 |
"% of holder's portfolio" is ZEO's weight in each manager's 13F, not the share of Zeo Energy Corp. the manager owns.