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, Q4 2025
Institutional positions in Zeo Energy Corp. as of Dec 31, 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
- 32
- +2 vs. Q3 2025
- Shares held
- 1.90M
- +320.4K (+20.3%) vs. Q3 2025
- Total value
- $2.07M
- −$60.3K (−2.8%) vs. Q3 2025
- New holders
- 6
- 7 more added
- Sold out
- 4
- 4 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Zeo Energy Corp.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Piper Sandler & Co. | 677,711 | $738.7K | 0.52% | 00.0% | Unchanged |
| Vanguard Group Inc | 398,156 | $434.0K | 0.00% | +145,591+57.6% | Added |
| Citizens Financial Group Inc | 366,175 | $399.1K | 0.01% | +100,000+37.6% | Added |
| Geode Capital Management, LLC | 93,241 | $101.7K | 0.00% | +2,732+3.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 70,795 | $77.2K | 0.00% | +70,795 | New |
| Groupe la Francaise | 43,761 | $47.7K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 40,165 | $43.8K | 0.00% | +29,706+284.0% | Added |
| State Street Corp | 38,900 | $42.4K | 0.00% | 00.0% | Unchanged |
| Shanda Asset Management Holdings Ltd | 37,249 | $40.6K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 31,696 | $34.5K | 0.00% | +3,515+12.5% | Added |
| Mission Wealth Management, LP | 24,197 | $26.4K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 17,278 | $18.8K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 15,352 | $16.7K | 0.00% | +15,352 | New |
| Credit Industriel Et Commercial | 10,845 | $11.8K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 10,442 | $11.4K | 0.00% | +10,442 | New |
| Tower Research Capital LLC (TRC) | 3,720 | $4.05K | 0.00% | +3,720 | New |
| UBS Group AG | 3,278 | $3.57K | 0.00% | +432+15.2% | Added |
| Morgan Stanley | 2,756 | $3.00K | 0.00% | −1,319−32.4% | Reduced |
| Group One Trading, L.P. | 2,241 | $2.44K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 1,527 | $2.00K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,612 | $1.76K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 1,520 | $1.66K | 0.00% | +1,520 | New |
| Bank of America Corp | 1,485 | $1.62K | 0.00% | −1,421−48.9% | Reduced |
| Caz Investments LP | 1,369 | $1.49K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 876 | $955 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 134 | $146 | 0.00% | −20−13.0% | Reduced |
| FMR LLC | 100 | $109 | 0.00% | +36+56.3% | Added |
| CoreCap Advisors, LLC | 37 | $40 | 0.00% | −629−94.4% | Reduced |
| MAI Capital Management | 26 | $29 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8 | $8 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4 | $4 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 83 | $0 | 0.00% | +83 | New |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −31,411−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −14,663−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −13,766−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −308−100.0% | Sold out |