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, Q2 2026
Institutional positions in Zeo Energy Corp. as of Jun 30, 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
- 30
- −3 vs. Q1 2026
- Shares held
- 1.54M
- −455.1K (−22.8%) vs. Q1 2026
- Total value
- $1.02M
- −$129.0K (−11.3%) vs. Q1 2026
- New holders
- 3
- 5 more added
- Sold out
- 6
- 3 more reduced
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Zeo Energy Corp.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 4 | $3 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8 | $5 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 37 | $24 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 73 | $48 | 0.00% | +73 | New |
| FMR LLC | 100 | $66 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 134 | $88 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 250 | $165 | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 876 | $579 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,348 | $890 | 0.00% | 00.0% | Unchanged |
| Caz Investments LP | 1,369 | $904 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 1,527 | $1.00K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 1,520 | $1.00K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,612 | $1.07K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 2,779 | $1.83K | 0.00% | +23+0.8% | Added |
| Tower Research Capital LLC (TRC) | 10,043 | $6.63K | 0.00% | +7,864+360.9% | Added |
| Vanguard Fiduciary Trust Co | 10,497 | $6.93K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 10,625 | $7.02K | 0.00% | +10,625 | New |
| Credit Industriel Et Commercial | 10,845 | $7.16K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 17,270 | $11.0K | 0.00% | +17,270 | New |
| Creative Planning | 17,107 | $11.3K | 0.00% | −171−1.0% | Reduced |
| Jane Street Group, LLC | 30,080 | $19.9K | 0.00% | +5,289+21.3% | Added |
| Shanda Asset Management Holdings Ltd | 37,249 | $24.6K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 38,891 | $25.7K | 0.00% | −6,881−15.0% | Reduced |
| State Street Corp | 38,900 | $25.7K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 43,761 | $28.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 75,000 | $49.5K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 109,279 | $72.2K | 0.00% | −20,413−15.7% | Reduced |
| UBS Group AG | 115,994 | $76.6K | 0.00% | +114,363+7,011.8% | Added |
| Vanguard Capital Management LLC | 421,569 | $278.2K | 0.00% | +54,597+14.9% | Added |
| Citizens Financial Group Inc | 541,175 | $357.4K | 0.00% | 00.0% | Unchanged |
| Piper Sandler & Co. | 0 | $0 | 0.00% | −507,502−100.0% | Sold out |
| Texas Capital Bank Wealth Management Services Inc | 0 | $0 | 0.00% | −70,795−100.0% | Sold out |
| BlackRock, Inc. | 0 | $0 | 0.00% | −43,636−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −15,491−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −308−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −26−100.0% | Sold out |