Institutional Ownership
Zeo Energy Corp
CUSIP 98944F109CL AZEOQ1 2026
Institutional Holders
30
13F filers
Shares Held
1.62M
Aggregate institutional
Institutional Value
$927.5K
Q1 2026
Net New Holders
-1
2 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased6
Decreased4
Sold out3
Institutional Holders
30 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Citizens Financial Group Inc/Ri | 541.2K | $310.6K | +175.0K | Added |
| 2 | Piper Sandler & Co. | 507.5K | $291.3K | −170.2K | Reduced |
| 3 | Geode Capital Management, LLC | 129.7K | $74.5K | +36.5K | Added |
| 4 | Pnc Financial Services Group, Inc. | 75.0K | $43.0K | +75.0K | New |
| 5 | Texas Capital Bank Wealth Management Services Inc | 70.8K | $40.6K | 0 | Held |
| 6 | Xtx Topco Ltd | 45.8K | $26.3K | +14.1K | Added |
| 7 | Groupe La Francaise | 43.8K | $25.1K | 0 | Held |
| 8 | Blackrock, Inc. | 43.6K | $25.0K | +3.5K | Added |
| 9 | State Street Corp | 38.9K | $22.3K | 0 | Held |
| 10 | Shanda Asset Management Holdings Ltd | 37.2K | $21.4K | 0 | Held |
20 more institutional holders on Premium
See every fund holding Zeo Energy Corp, with full quarter-over-quarter share changes.
Unlock all holders