Zeo EnergyZEO
13F holders, Q4 2025 (December 31)32holders +2
6new positions
4sold out
$1.09avg. 13F price*
At the end of Q4 2025, 32 institutions reported holding Zeo Energy Corp. (ZEO) in their 13F filings, up 2 from Q3 2025. 6 opened new positions and 4 sold out. The largest holders were Piper Sandler & Co. ($739K), Vanguard Group Inc. ($434K) and Citizens Financial Group Inc. ($399K).
- Company
- Zeo Energy Corp.
- CUSIP
- 98944F109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $111K |
| Exits | 4 | $81K |
All 13F filers, Q3 2025 → Q4 2025: 383,924 shares bought and 63,537 shares sold, net +320,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Piper Sandler & Co. | 83.68% | No change | 677,711 | $739K |
| Vanguard Group Inc. | 0.00% | Add +57.6% | 398,156 | $434K |
| Citizens Financial Group Inc. | 0.01% | Add +37.6% | 366,175 | $399K |
| Geode Capital Management, LLC | 0.00% | Add +3.0% | 93,241 | $102K |
| Texas Capital Bank Wealth Management Services Inc | 0.00% | New | 70,795 | $77K |
| Groupe la Francaise | 0.00% | No change | 43,761 | $48K |
| BlackRock, Inc. | 0.00% | Add +284.0% | 40,165 | $44K |
| State Street Corp. | 0.00% | No change | 38,900 | $42K |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 0.00% | No change | 37,249 | $41K |
| XTX Topco Ltd | 0.00% | Add +12.5% | 31,696 | $35K |
| Mission Wealth Management, LP | 0.00% | No change | 24,197 | $26K |
| Creative Planning | 0.00% | No change | 17,278 | $19K |
| Two Sigma Securities, LLC | 0.00% | New | 15,352 | $17K |
| Credit Industriel Et Commercial | 0.00% | No change | 10,845 | $12K |
| Jane Street Group, LLC | 0.00% | New | 10,442 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 3,720 | $4K |
| UBS Group AG | 0.00% | Add +15.2% | 3,278 | $4K |
| Morgan Stanley | 0.00% | Reduce -32.4% | 2,756 | $3K |
| Group One Trading LLC | 0.00% | No change | 2,241 | $2K |
| CKW Financial Group | 0.00% | No change | 1,527 | $2K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,612 | $2K |
| Abound Financial, LLC | 0.00% | New | 1,520 | $2K |
| Bank of America Corp. | 0.00% | Reduce -48.9% | 1,485 | $2K |
| Caz Investments LP | 0.00% | No change | 1,369 | $1K |
| Noble Wealth Management PBC | 0.00% | No change | 876 | $955 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -13.0% | 134 | $146 |
| FMR LLC | 0.00% | Add +56.3% | 100 | $109 |
| CoreCap Advisors, LLC | 0.00% | Reduce -94.4% | 37 | $40 |
| MAI Capital Management | 0.00% | No change | 26 | $29 |
| Osaic Holdings, Inc. | 0.00% | No change | 8 | $8 |
| Farther Finance Advisors, LLC | 0.00% | No change | 4 | $4 |
| Royal Bank of Canada | 0.00% | New | 83 | $0 |
"% of holder's portfolio" is ZEO's weight in each manager's 13F, not the share of Zeo Energy Corp. the manager owns.