Zeo Energy Corp.
ZEO- Exchange
- Nasdaq
- Industry
- Construction - Special Trade Contractors
- SEC CIK
- 0001865506
No open-market purchases or sales by Zeo Energy Corp. insiders were filed in the last 90 days; 30 institutions reported holding it in 13F filings for Q2 2026, worth $1.02M in total; no superinvestor holds it.
Other share classesZEOWW
Q3 2025 vs. Q2 2025
How the institutions holding Zeo Energy Corp. changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 10 | 30 | +20 |
| Shares | 633.5K | 1.58M | +942.9K (+148.8%) |
| Value | $1.84M | $2.13M | +$291.0K (+15.8%) |
New holders (23)
Institutions that held Zeo Energy Corp. at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Piper Sandler & Co. | 677,711 | $914.9K | 0.66% |
| Citizens Financial Group Inc | 266,175 | $359.3K | 0.00% |
| Groupe la Francaise | 43,761 | $59.1K | 0.00% |
| Shanda Asset Management Holdings Ltd | 37,249 | $50.3K | 0.00% |
| U.S. Capital Wealth Advisors, LLC | 31,411 | $42.4K | 0.00% |
| XTX Topco Ltd | 28,181 | $38.0K | 0.00% |
| Mission Wealth Management, LP | 24,197 | $32.7K | 0.00% |
| Creative Planning | 17,278 | $23.3K | 0.00% |
| Northern Trust Corp | 14,663 | $19.8K | 0.00% |
| Renaissance Technologies LLC | 13,766 | $18.6K | 0.00% |
| Credit Industriel Et Commercial | 10,845 | $14.6K | 0.00% |
| Morgan Stanley | 4,075 | $5.50K | 0.00% |
| Group One Trading, L.P. | 2,241 | $3.02K | 0.00% |
| JPMorgan Chase & Co | 1,612 | $2.18K | 0.00% |
| CKW Financial Group | 1,527 | $2.00K | 0.00% |
| Caz Investments LP | 1,369 | $1.85K | 0.00% |
| Noble Wealth Management PBC | 876 | $1.18K | 0.00% |
| CoreCap Advisors, LLC | 666 | $899 | 0.00% |
| Advisory Services Network, LLC | 308 | $416 | 0.00% |
| FMR LLC | 64 | $86 | 0.00% |
| MAI Capital Management | 26 | $36 | 0.00% |
| Advisor Group Holdings, Inc. | 8 | $13 | 0.00% |
| Farther Finance Advisors, LLC | 4 | $5 | 0.00% |
Sold out (3)
Institutions that held Zeo Energy Corp. at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| HighTower Advisors, LLC | 39,243 | $113.8K |
| Tower Research Capital LLC (TRC) | 8,615 | $25.0K |
| Wolverine Asset Management LLC | 219 | $635 |