Zeo Energy Corp. - ZEO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PIPER SANDLER & CO. | History | No change | 677,711 | 738 | 0.52% | 0.66% | 1 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 398,156 | 433 | 0.0% | 0.0% | 2 | +145,591 | 57.64% | Q4 2025 | Jan 29, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 366,175 | 399 | 0.01% | 0.0% | 3 | +100,000 | 37.57% | Q4 2025 | Jan 30, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 93,241 | 101 | 0.0% | 0.0% | 4 | +2,732 | 3.02% | Q4 2025 | Feb 09, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 70,795 | 77 | 0.0% | — | 5 | +70,795 | New | Q4 2025 | Feb 09, 2026 |
| Groupe la Francaise | History | No change | 43,761 | 47 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 40,165 | 43 | 0.0% | 0.0% | 7 | +29,706 | 284.02% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | No change | 38,900 | 42 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd | History | No change | 37,249 | 40 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | Added to | 31,696 | 34 | 0.0% | 0.0% | 10 | +3,515 | 12.47% | Q4 2025 | Feb 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 24,197 | 26 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | No change | 17,278 | 18 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 15,352 | 16 | 0.0% | — | 13 | +15,352 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 10,442 | 11 | 0.0% | — | 15 | +10,442 | New | Q4 2025 | Feb 12, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | No change | 10,845 | 11 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 3,720 | 4 | 0.0% | — | 16 | +3,720 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 2,756 | 3 | 0.0% | 0.0% | 17 | -1,319 | -32.37% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 3,278 | 3 | 0.0% | 0.0% | 18 | +432 | 15.18% | Q4 2025 | Jan 29, 2026 |
| GROUP ONE TRADING LLC | History | No change | 2,241 | 2 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CKW FINANCIAL GROUP | History | No change | 1,527 | 2 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ABOUND FINANCIAL, LLC | History | New | 1,520 | 1 | 0.0% | — | 24 | +1,520 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,485 | 1 | 0.0% | 0.0% | 22 | -1,421 | -48.9% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,612 | 1 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CAZ INVESTMENTS LP | History | No change | 1,369 | 1 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,411 | -100.0% | Q3 2025 | Oct 09, 2025 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,663 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,766 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CoreCap Advisors, LLC | History | Reduced | 37 | 0 | — | — | — | -629 | -94.44% | Q4 2025 | Jan 13, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -308 | -100.0% | Q3 2025 | Nov 18, 2025 |
| ROYAL BANK OF CANADA | History | New | 83 | 0 | — | — | — | +83 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 100 | 0 | — | — | — | +36 | 56.25% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 134 | 0 | — | — | — | -20 | -12.99% | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Noble Wealth Management PBC | History | No change | 876 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |