Zeo EnergyZEO
13F holders, Q2 2025 (June 30)10holders
3new positions
3sold out
$2.90avg. 13F price*
At the end of Q2 2025, 10 institutions reported holding Zeo Energy Corp. (ZEO) in their 13F filings, unchanged from Q1 2025. 3 opened new positions and 3 sold out. The largest holders were Vanguard Group Inc. ($1.0M), Geode Capital Management, LLC ($504K) and HighTower Advisors, LLC ($114K).
- Company
- Zeo Energy Corp.
- CUSIP
- 98944F109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $172K |
| Exits | 3 | $29K |
All 13F filers, Q1 2025 → Q2 2025: 366,917 shares bought and 19,375 shares sold, net +347,542 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Vanguard Group Inc. | 0.00% | Add +135.9% | 358,428 | $1.0M |
| Geode Capital Management, LLC | 0.00% | Add +98.2% | 173,670 | $504K |
| HighTower Advisors, LLC | 0.00% | New | 39,243 | $114K |
| State Street Corp. | 0.00% | Add +62.1% | 38,900 | $113K |
| BlackRock, Inc. | 0.00% | New | 11,424 | $33K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 8,615 | $25K |
| UBS Group AG | 0.00% | Reduce -0.3% | 2,689 | $8K |
| Wolverine Asset Management LLC | 0.00% | No change | 219 | $635 |
| SBI Securities Co., Ltd. | 0.00% | Add +670.0% | 154 | $447 |
| Bank of America Corp. | 0.00% | Add +145.9% | 150 | $435 |
"% of holder's portfolio" is ZEO's weight in each manager's 13F, not the share of Zeo Energy Corp. the manager owns.