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
13F holders, Q3 2025
Institutional positions in Zeo Energy Corp. as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 30
- +20 vs. Q2 2025
- Shares held
- 1.58M
- +942.9K (+148.8%) vs. Q2 2025
- Total value
- $2.13M
- +$291.0K (+15.8%) vs. Q2 2025
- New holders
- 23
- 2 more added
- Sold out
- 3
- 3 more reduced
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ZEO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 30 | $1.02M |
| Q1 2026 | 33 | $1.15M |
| Q4 2025 | 32 | $2.07M |
| Q3 2025 | 30 | $2.13M |
| Q2 2025 | 10 | $1.84M |
| Q1 2025 | 10 | $431.8K |
| Q4 2024 | 8 | $532.9K |
| Q3 2024 | 7 | $372.5K |
| Q2 2024 | 7 | $1.50M |
| Q1 2024 | 5 | $2.66M |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Zeo Energy Corp.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 4 | $5 | 0.00% | +4 | New |
| Advisor Group Holdings, Inc. | 8 | $13 | 0.00% | +8 | New |
| MAI Capital Management | 26 | $36 | 0.00% | +26 | New |
| FMR LLC | 64 | $86 | 0.00% | +64 | New |
| SBI Securities Co., Ltd. | 154 | $208 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 308 | $416 | 0.00% | +308 | New |
| CoreCap Advisors, LLC | 666 | $899 | 0.00% | +666 | New |
| Noble Wealth Management PBC | 876 | $1.18K | 0.00% | +876 | New |
| Caz Investments LP | 1,369 | $1.85K | 0.00% | +1,369 | New |
| CKW Financial Group | 1,527 | $2.00K | 0.00% | +1,527 | New |
| JPMorgan Chase & Co | 1,612 | $2.18K | 0.00% | +1,612 | New |
| Group One Trading, L.P. | 2,241 | $3.02K | 0.00% | +2,241 | New |
| UBS Group AG | 2,846 | $3.84K | 0.00% | +157+5.8% | Added |
| Bank of America Corp | 2,906 | $3.92K | 0.00% | +2,756+1,837.3% | Added |
| Morgan Stanley | 4,075 | $5.50K | 0.00% | +4,075 | New |
| BlackRock, Inc. | 10,459 | $14.1K | 0.00% | −965−8.4% | Reduced |
| Credit Industriel Et Commercial | 10,845 | $14.6K | 0.00% | +10,845 | New |
| Renaissance Technologies LLC | 13,766 | $18.6K | 0.00% | +13,766 | New |
| Northern Trust Corp | 14,663 | $19.8K | 0.00% | +14,663 | New |
| Creative Planning | 17,278 | $23.3K | 0.00% | +17,278 | New |
| Mission Wealth Management, LP | 24,197 | $32.7K | 0.00% | +24,197 | New |
| XTX Topco Ltd | 28,181 | $38.0K | 0.00% | +28,181 | New |
| U.S. Capital Wealth Advisors, LLC | 31,411 | $42.4K | 0.00% | +31,411 | New |
| Shanda Asset Management Holdings Ltd | 37,249 | $50.3K | 0.00% | +37,249 | New |
| State Street Corp | 38,900 | $52.5K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 43,761 | $59.1K | 0.00% | +43,761 | New |
| Geode Capital Management, LLC | 90,509 | $122.3K | 0.00% | −83,161−47.9% | Reduced |
| Vanguard Group Inc | 252,565 | $341.0K | 0.00% | −105,863−29.5% | Reduced |
| Citizens Financial Group Inc | 266,175 | $359.3K | 0.00% | +266,175 | New |
| Piper Sandler & Co. | 677,711 | $914.9K | 0.66% | +677,711 | New |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −39,243−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −8,615−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −219−100.0% | Sold out |