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 | 05/01/2026 | 541.18 K | $310.63 K | 47.79% | 2.17% |
| PIPER SANDLER & CO. | 05/12/2026 | 507.50 K | $291.31 K | -25.12% | 2.04% |
| 05/15/2026 | 366.97 K | $210.64 K | 100.00% | 1.47% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 129.69 K | $74.48 K | 39.09% | 0.52% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 75.00 K | $43.05 K | 100.00% | 0.30% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 05/11/2026 | 70.80 K | $40.64 K | 0.00% | 0.28% |
| XTX TOPCO LTD | 05/15/2026 | 45.77 K | $26.27 K | 44.41% | 0.18% |
| GROUPE LA FRANCAISE | 05/21/2026 | 43.76 K | $25.12 K | 0.00% | 0.18% |
| BLACKROCK, INC. | 05/13/2026 | 43.64 K | $25.05 K | 8.64% | 0.18% |
| STATE STREET CORP | 05/15/2026 | 38.90 K | $22.33 K | 0.00% | 0.16% |
| SHANDA ASSET MANAGEMENT HOLDINGS LTD | 05/15/2026 | 37.25 K | $21.38 K | 0.00% | 0.15% |
| JANE STREET GROUP, LLC | 05/12/2026 | 24.79 K | $14.23 K | 137.42% | 0.10% |
| CREATIVE PLANNING | 05/12/2026 | 17.28 K | $9.92 K | 0.00% | 0.07% |
| TWO SIGMA SECURITIES, LLC | 05/15/2026 | 15.49 K | $8.89 K | 0.91% | 0.06% |
| CREDIT INDUSTRIEL ET COMMERCIAL | 04/29/2026 | 10.85 K | $6.23 K | 0.00% | 0.04% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 10.50 K | $6.03 K | 100.00% | 0.04% |
| MORGAN STANLEY | 05/15/2026 | 2.76 K | $1.58 K | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 2.18 K | $1.25 K | -41.42% | 0.01% |
| UBS GROUP AG | 05/05/2026 | 1.63 K | $936 | -50.24% | 0.01% |
| JPMORGAN CHASE & CO | 05/13/2026 | 1.61 K | $938 | 0.00% | 0.01% |
| CKW FINANCIAL GROUP | 05/07/2026 | 1.53 K | $1.00 K | 0.00% | 0.01% |
| ABOUND FINANCIAL, LLC | 05/04/2026 | 1.52 K | $872 | 0.00% | 0.01% |
| CAZ INVESTMENTS LP | 05/12/2026 | 1.37 K | $786 | 0.00% | 0.01% |
| GROUP ONE TRADING, L.P. | 05/13/2026 | 1.35 K | $774 | -39.85% | 0.01% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 876 | $503 | 0.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 308 | $177 | 100.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 250 | $144 | 100.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 04/28/2026 | 134 | $77 | 0.00% | 0.00% |
| FMR LLC | 05/15/2026 | 100 | $57 | 0.00% | 0.00% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 37 | $21 | 0.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 26 | $15 | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 8 | $4 | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 4 | $2 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| MISSION WEALTH MANAGEMENT, LP | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
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Zeo Energy Corp. institutional Ownership - FAQ's
During the previous two years, 35 institutional investors and hedge funds held shares of Zeo Energy Corp.. The most heavily invested institutionals were:
CITIZENS FINANCIAL GROUP INC/RI: 541,175
PIPER SANDLER & CO.: 507,502
GEODE CAPITAL MANAGEMENT, LLC: 129,692
PNC FINANCIAL SERVICES GROUP, INC.: 75,000
Texas Capital Bank Wealth Management Services Inc: 70,795
XTX Topco Ltd: 45,772
8.00% of Zeo Energy Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 2.03 M shares in the last 24 months. This purchase volume represents approximately $2.05 M in transactions.