Zeo Energy Corp. (ZEO) — Institutional Holders, Q2 2026
30 institutional investment managers reported a ZEO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.0M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ZEO in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- UBS Group AGAdded · +114,363 sh+$75.5K
- VANGUARD CAPITAL MANAGEMENTAdded · +54,597 sh+$36.1K
- HRT FINANCIALNew · +17,270 sh+$11.4K
- NORTHERNNew · +10,625 sh+$7.0K
- Tower Research Capital (TRC)Added · +7,864 sh+$5.2K
Biggest sellers
- PIPER SANDLERSold out · -507,502 sh-$335.1K
- Texas Capital Bank Wealth Management ServicesSold out · -70,795 sh-$46.8K
- BlackRockSold out · -43,636 sh-$28.8K
- GEODE CAPITAL MANAGEMENTTrimmed · -20,413 sh-$13.5K
- TWO SIGMA SECURITIESSold out · -15,491 sh-$10.2K
ZEO 13F holders ranked 1–30 of 30
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | CITIZENS FINANCIAL GROUP#1 · 541,175 sh | 541,175 | $357.4K | — | 0.0% |
| 2 | VANGUARD CAPITAL MANAGEMENT#2 · 421,569 sh | 421,569 | $278.2K | 0.00% | +14.9% |
| 3 | UBS Group AG#3 · 115,994 sh | 115,994 | $76.6K | 0.00% | +7011.8% |
| 4 | GEODE CAPITAL MANAGEMENT#4 · 109,279 sh | 109,279 | $72.2K | 0.00% | -15.7% |
| 5 | PNC FINANCIAL SERVICES GROUP#5 · 75,000 sh | 75,000 | $49.5K | 0.00% | 0.0% |
| 6 | Groupe la Francaise#6 · 43,761 sh | 43,761 | $28.9K | <0.01% | 0.0% |
| 7 | STATE STREET#7 · 38,900 sh | 38,900 | $25.7K | 0.00% | 0.0% |
| 8 | XTX Topco Ltd#8 · 38,891 sh | 38,891 | $25.7K | <0.01% | -15.0% |
| 9 | Shanda Payment Ltd.#9 · 37,249 sh | 37,249 | $24.6K | <0.01% | 0.0% |
| 10 | JANE STREET GROUP#10 · 30,080 sh | 30,080 | $19.9K | 0.00% | +21.3% |
| 11 | Creative Planning#11 · 17,107 sh | 17,107 | $11.3K | 0.00% | -1.0% |
| 12 | HRT FINANCIAL#12 · 17,270 sh | 17,270 | $11.0K | 0.00% | New |
| 13 | CREDIT INDUSTRIEL ET COMMERCIAL#13 · 10,845 sh | 10,845 | $7.2K | <0.01% | 0.0% |
| 14 | NORTHERN#14 · 10,625 sh | 10,625 | $7.0K | 0.00% | New |
| 15 | VANGUARD FIDUCIARY#15 · 10,497 sh | 10,497 | $6.9K | 0.00% | 0.0% |
| 16 | Tower Research Capital (TRC)#16 · 10,043 sh | 10,043 | $6.6K | <0.01% | +360.9% |
| 17 | CAZ INVESTMENTS#17 · 4,107 sh | 4,107 | $2.7K | <0.01% | +200.0% |
| 18 | MORGAN STANLEY#18 · 2,779 sh | 2,779 | $1.8K | 0.00% | +0.8% |
| 19 | JPMORGAN CHASE#19 · 1,612 sh | 1,612 | $1.1K | 0.00% | 0.0% |
| 20 | ABOUND FINANCIAL#20 · 1,520 sh | 1,520 | $1.0K | <0.01% | 0.0% |
| 21 | CKW FINANCIAL GROUP#21 · 1,527 sh | 1,527 | $1.0K | <0.01% | 0.0% |
| 22 | GROUP ONE TRADING, L.P.#22 · 1,348 sh | 1,348 | $890.00 | 0.00% | 0.0% |
| 23 | Noble Wealth Management PBC#23 · 876 sh | 876 | $579.00 | — | 0.0% |
| 24 | NewEdge Advisors#24 · 250 sh | 250 | $165.00 | 0.00% | New |
| 25 | SBI Securities , Ltd.#25 · 134 sh | 134 | $88.00 | — | 0.0% |
| 26 | FMR#26 · 100 sh | 100 | $66.00 | 0.00% | 0.0% |
| 27 | BARCLAYS PLC#27 · 73 sh | 73 | $48.00 | 0.00% | New |
| 28 | CoreCap Advisors#28 · 37 sh | 37 | $24.00 | — | 0.0% |
| 29 | OSAIC#29 · 8 sh | 8 | $5.00 | 0.00% | 0.0% |
| 30 | Farther Finance Advisors#30 · 4 sh | 4 | $3.00 | — | 0.0% |
Funds that sold out of ZEO in Q2 2026 (6)
Held ZEO at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| PIPER SANDLER507,502 sh | 507,502 | $291.3K |
| Texas Capital Bank Wealth Management Services70,795 sh | 70,795 | $40.6K |
| BlackRock43,636 sh | 43,636 | $25.0K |
| TWO SIGMA SECURITIES15,491 sh | 15,491 | $8.9K |
| Advisory Services Network308 sh | 308 | $177.00 |
| MAI Capital Management26 sh | 26 | $15.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.