Zeo EnergyZEO
13F holders, Q3 2025 (September 30)30holders +20
22new positions
3sold out
1famous investor
$1.35avg. 13F price*
At the end of Q3 2025, 30 institutions reported holding Zeo Energy Corp. (ZEO) in their 13F filings, up 20 from Q2 2025. 22 opened new positions and 3 sold out. The largest holders were Piper Sandler & Co. ($915K), Citizens Financial Group Inc. ($359K) and Vanguard Group Inc. ($341K). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Zeo Energy Corp.
- CUSIP
- 98944F109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $1.6M |
| Exits | 3 | $139K |
All 13F filers, Q2 2025 → Q3 2025: 1,180,050 shares bought and 238,066 shares sold, net +941,984 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Piper Sandler & Co. | 61.87% | New | 677,711 | $915K |
| Citizens Financial Group Inc. | 0.00% | New | 266,175 | $359K |
| Vanguard Group Inc. | 0.00% | Reduce -29.5% | 252,565 | $341K |
| Geode Capital Management, LLC | 0.00% | Reduce -47.9% | 90,509 | $122K |
| Groupe la Francaise | 0.00% | New | 43,761 | $59K |
| State Street Corp. | 0.00% | No change | 38,900 | $53K |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 0.00% | New | 37,249 | $50K |
| U.S. Capital Wealth Advisors, LLC | 0.00% | New | 31,411 | $42K |
| XTX Topco Ltd | 0.00% | New | 28,181 | $38K |
| Mission Wealth Management, LP | 0.00% | New | 24,197 | $33K |
| Creative Planning | 0.00% | New | 17,278 | $23K |
| Northern Trust Corp. | 0.00% | New | 14,663 | $20K |
| Renaissance Technologies | 0.00% | New | 13,766 | $19K |
| Credit Industriel Et Commercial | 0.00% | New | 10,845 | $15K |
| BlackRock, Inc. | 0.00% | Reduce -8.4% | 10,459 | $14K |
| Morgan Stanley | 0.00% | New | 4,075 | $6K |
| Bank of America Corp. | 0.00% | Add +1837.3% | 2,906 | $4K |
| UBS Group AG | 0.00% | Add +5.8% | 2,846 | $4K |
| Group One Trading LLC | 0.00% | New | 2,241 | $3K |
| JPMorgan Chase & Co. | 0.00% | New | 1,612 | $2K |
| CKW Financial Group | 0.00% | New | 1,527 | $2K |
| Caz Investments LP | 0.00% | New | 1,369 | $2K |
| Noble Wealth Management PBC | 0.00% | — | 876 | $1K |
| CoreCap Advisors, LLC | 0.00% | New | 666 | $899 |
| Advisory Services Network, LLC | 0.00% | New | 308 | $416 |
| SBI Securities Co., Ltd. | 0.00% | No change | 154 | $208 |
| FMR LLC | 0.00% | New | 64 | $86 |
| MAI Capital Management | 0.00% | New | 26 | $36 |
| Osaic Holdings, Inc. | 0.00% | New | 8 | $13 |
| Farther Finance Advisors, LLC | 0.00% | New | 4 | $5 |
"% of holder's portfolio" is ZEO's weight in each manager's 13F, not the share of Zeo Energy Corp. the manager owns.