Zeo EnergyZEO
13F holders, Q1 2026 (March 31)33holders +1
3new positions
3sold out
$0.57avg. 13F price*
At the end of Q1 2026, 33 institutions reported holding Zeo Energy Corp. (ZEO) in their 13F filings, up 1 from Q4 2025. 3 opened new positions and 3 sold out. The largest holders were Citizens Financial Group Inc. ($311K), Piper Sandler & Co. ($291K) and Vanguard Capital Management LLC ($211K).
- Company
- Zeo Energy Corp.
- CUSIP
- 98944F109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $43K |
| Exits | 3 | $28K |
All 13F filers, Q4 2025 → Q1 2026: 319,044 shares bought and 200,055 shares sold, net +118,989 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Citizens Financial Group Inc. | 0.00% | Add +47.8% | 541,175 | $311K |
| Piper Sandler & Co. | 53.44% | Reduce -25.1% | 507,502 | $291K |
| Vanguard Capital Management LLC | 0.00% | — | 366,972 | $211K |
| Geode Capital Management, LLC | 0.00% | Add +39.1% | 129,692 | $74K |
| PNC Financial Services Group, Inc. | 0.00% | New | 75,000 | $43K |
| Texas Capital Bank Wealth Management Services Inc | 0.00% | No change | 70,795 | $41K |
| XTX Topco Ltd | 0.00% | Add +44.4% | 45,772 | $26K |
| Groupe la Francaise | 0.00% | No change | 43,761 | $25K |
| BlackRock, Inc. | 0.00% | Add +8.6% | 43,636 | $25K |
| State Street Corp. | 0.00% | No change | 38,900 | $22K |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 0.00% | No change | 37,249 | $21K |
| Jane Street Group, LLC | 0.00% | Add +137.4% | 24,791 | $14K |
| Creative Planning | 0.00% | No change | 17,278 | $10K |
| Two Sigma Securities, LLC | 0.00% | Add +0.9% | 15,491 | $9K |
| Credit Industriel Et Commercial | 0.00% | No change | 10,845 | $6K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 10,497 | $6K |
| Morgan Stanley | 0.00% | No change | 2,756 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -41.4% | 2,179 | $1K |
| CKW Financial Group | 0.00% | No change | 1,527 | $1K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,612 | $938 |
| UBS Group AG | 0.00% | Reduce -50.2% | 1,631 | $936 |
| Abound Financial, LLC | 0.00% | No change | 1,520 | $872 |
| Caz Investments LP | 0.00% | No change | 1,369 | $786 |
| Group One Trading LLC | 0.00% | Reduce -39.9% | 1,348 | $774 |
| Noble Wealth Management PBC | 0.00% | No change | 876 | $503 |
| Advisory Services Network, LLC | 0.00% | New | 308 | $177 |
| NewEdge Advisors, LLC | 0.00% | New | 250 | $144 |
| SBI Securities Co., Ltd. | 0.00% | No change | 134 | $77 |
| FMR LLC | 0.00% | No change | 100 | $57 |
| CoreCap Advisors, LLC | 0.00% | No change | 37 | $21 |
| MAI Capital Management | 0.00% | No change | 26 | $15 |
| Osaic Holdings, Inc. | 0.00% | No change | 8 | $4 |
| Farther Finance Advisors, LLC | 0.00% | No change | 4 | $2 |
"% of holder's portfolio" is ZEO's weight in each manager's 13F, not the share of Zeo Energy Corp. the manager owns.