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, Q1 2026
Institutional positions in Zeo Energy Corp. as of Mar 31, 2026. 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
- 33
- +2 vs. Q4 2025
- Shares held
- 2.00M
- +496.5K (+33.1%) vs. Q4 2025
- Total value
- $1.15M
- −$488.4K (−29.9%) vs. Q4 2025
- New holders
- 5
- 6 more added
- Sold out
- 3
- 4 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Zeo Energy Corp.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 4 | $2 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8 | $4 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 26 | $15 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 37 | $21 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 100 | $57 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 134 | $77 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 250 | $144 | 0.00% | +250 | New |
| Advisory Services Network, LLC | 308 | $177 | 0.00% | +308 | New |
| Noble Wealth Management PBC | 876 | $503 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,348 | $774 | 0.00% | −893−39.8% | Reduced |
| Caz Investments LP | 1,369 | $786 | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 1,520 | $872 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,631 | $936 | 0.00% | −1,647−50.2% | Reduced |
| JPMorgan Chase & Co | 1,612 | $938 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 1,527 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,179 | $1.25K | 0.00% | −1,541−41.4% | Reduced |
| Morgan Stanley | 2,756 | $1.58K | 0.00% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 10,497 | $6.03K | 0.00% | +10,497 | New |
| Credit Industriel Et Commercial | 10,845 | $6.22K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 15,491 | $8.89K | 0.00% | +139+0.9% | Added |
| Creative Planning | 17,278 | $9.92K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 24,791 | $14.2K | 0.00% | +14,349+137.4% | Added |
| Shanda Asset Management Holdings Ltd | 37,249 | $21.4K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 38,900 | $22.3K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 43,636 | $25.0K | 0.00% | +3,471+8.6% | Added |
| Groupe la Francaise | 43,761 | $25.1K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 45,772 | $26.3K | 0.00% | +14,076+44.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 70,795 | $40.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 75,000 | $43.0K | 0.00% | +75,000 | New |
| Geode Capital Management, LLC | 129,692 | $74.5K | 0.00% | +36,451+39.1% | Added |
| Vanguard Capital Management LLC | 366,972 | $210.6K | 0.00% | +366,972 | New |
| Piper Sandler & Co. | 507,502 | $291.3K | 0.29% | −170,209−25.1% | Reduced |
| Citizens Financial Group Inc | 541,175 | $310.6K | 0.00% | +175,000+47.8% | Added |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −24,197−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −1,485−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |