Zeo Energy Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CITIZENS FINANCIAL GROUP INC/RI | 08/07/2026 | 541.18 K | $357.39 K | 0.00% | 2.17% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 421.57 K | $278.24 K | 14.88% | 1.69% |
| UBS GROUP AG | 08/13/2026 | 115.99 K | $76.56 K | 7,011.83% | 0.47% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 109.28 K | $72.21 K | -15.74% | 0.44% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 75.00 K | $49.50 K | 0.00% | 0.30% |
| STATE STREET CORP | 08/07/2026 | 38.90 K | $25.69 K | 0.00% | 0.16% |
| XTX TOPCO LTD | 08/14/2026 | 38.89 K | $25.68 K | -15.03% | 0.16% |
| SHANDA ASSET MANAGEMENT HOLDINGS LTD | 08/14/2026 | 37.25 K | $24.60 K | 0.00% | 0.15% |
| JANE STREET GROUP, LLC | 08/14/2026 | 30.08 K | $19.87 K | 21.33% | 0.12% |
| HRT FINANCIAL LP | 08/14/2026 | 17.27 K | $11.00 K | 100.00% | 0.07% |
| CREATIVE PLANNING | 08/13/2026 | 17.11 K | $11.30 K | -0.99% | 0.07% |
| CREDIT INDUSTRIEL ET COMMERCIAL | 07/24/2026 | 10.85 K | $7.16 K | 0.00% | 0.04% |
| NORTHERN TRUST CORP | 08/13/2026 | 10.63 K | $7.02 K | 100.00% | 0.04% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 10.50 K | $6.93 K | 0.00% | 0.04% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 10.04 K | $6.63 K | 360.90% | 0.04% |
| MORGAN STANLEY | 08/13/2026 | 2.78 K | $1.84 K | 0.83% | 0.01% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1.61 K | $1.07 K | 0.00% | 0.01% |
| CKW FINANCIAL GROUP | 07/27/2026 | 1.53 K | $1.00 K | 0.00% | 0.01% |
| ABOUND FINANCIAL, LLC | 08/14/2026 | 1.52 K | $1.00 K | 0.00% | 0.01% |
| CAZ INVESTMENTS LP | 08/13/2026 | 1.37 K | $904 | 0.00% | 0.01% |
| GROUP ONE TRADING, L.P. | 08/14/2026 | 1.35 K | $890 | 0.00% | 0.01% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 876 | $579 | 0.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 250 | $165 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 134 | $88 | 0.00% | 0.00% |
| FMR LLC | 08/13/2026 | 100 | $66 | 0.00% | 0.00% |
| BARCLAYS PLC | 08/14/2026 | 73 | $48 | 100.00% | 0.00% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 37 | $24 | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 8 | $5 | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 4 | $3 | 0.00% | 0.00% |
| PIPER SANDLER & CO. | 07/28/2026 | 0 | $0 | -100.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| TWO SIGMA SECURITIES, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 08/07/2026 | 0 | $0 | -100.00% | 0.00% |
| BLACKROCK, INC. | 08/07/2026 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Zeo Energy Corp. institutional Ownership - FAQ's
During the previous two years, 37 institutional investors and hedge funds held shares of Zeo Energy Corp.. The most heavily invested institutionals were:
CITIZENS FINANCIAL GROUP INC/RI: 541,175
VANGUARD CAPITAL MANAGEMENT LLC: 421,569
UBS Group AG: 115,994
GEODE CAPITAL MANAGEMENT, LLC: 109,279
PNC FINANCIAL SERVICES GROUP, INC.: 75,000
STATE STREET CORP: 38,900
6.00% of Zeo Energy Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 1.94 M shares in the last 24 months. This purchase volume represents approximately $1.96 M in transactions.