Zeo Energy Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PIPER SANDLER & CO. | 11/12/2025 | 677.71 K | $914.91 K | 100.00% | 2.48% |
| CITIZENS FINANCIAL GROUP INC/RI | 10/24/2025 | 266.18 K | $359.34 K | 100.00% | 0.97% |
| VANGUARD GROUP INC | 11/07/2025 | 252.57 K | $340.96 K | -29.54% | 0.92% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 90.51 K | $122.28 K | -47.88% | 0.33% |
| GROUPE LA FRANCAISE | 11/13/2025 | 43.76 K | $59.08 K | 100.00% | 0.16% |
| STATE STREET CORP | 11/14/2025 | 38.90 K | $52.52 K | 0.00% | 0.14% |
| SHANDA ASSET MANAGEMENT HOLDINGS LTD | 11/14/2025 | 37.25 K | $50.29 K | 100.00% | 0.14% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 10/09/2025 | 31.41 K | $42.41 K | 100.00% | 0.12% |
| XTX TOPCO LTD | 11/14/2025 | 28.18 K | $38.04 K | 100.00% | 0.10% |
| MISSION WEALTH MANAGEMENT, LP | 11/04/2025 | 24.20 K | $32.67 K | 100.00% | 0.09% |
| 11/12/2025 | 19.55 K | $26.40 K | 100.00% | 0.07% | |
| CREATIVE PLANNING | 11/14/2025 | 17.28 K | $23.33 K | 100.00% | 0.06% |
| NORTHERN TRUST CORP | 11/14/2025 | 14.66 K | $19.80 K | 100.00% | 0.05% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 13.77 K | $18.58 K | 100.00% | 0.05% |
| CREDIT INDUSTRIEL ET COMMERCIAL | 11/07/2025 | 10.85 K | $14.64 K | 100.00% | 0.04% |
| BLACKROCK, INC. | 11/12/2025 | 10.46 K | $14.12 K | -8.45% | 0.04% |
| MORGAN STANLEY | 11/14/2025 | 4.08 K | $5.50 K | 100.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 2.91 K | $3.92 K | 1,837.33% | 0.01% |
| UBS GROUP AG | 11/13/2025 | 2.85 K | $3.84 K | 5.84% | 0.01% |
| GROUP ONE TRADING, L.P. | 11/12/2025 | 2.24 K | $3.03 K | 100.00% | 0.01% |
| JPMORGAN CHASE & CO | 11/26/2025 | 1.61 K | $2.18 K | 100.00% | 0.01% |
| CKW FINANCIAL GROUP | 11/13/2025 | 1.53 K | $2.00 K | 100.00% | 0.01% |
| CAZ INVESTMENTS LP | 11/12/2025 | 1.37 K | $1.85 K | 100.00% | 0.01% |
| CORECAP ADVISORS, LLC | 10/22/2025 | 666 | $899 | 100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 308 | $416 | 100.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 11/05/2025 | 154 | $208 | 0.00% | 0.00% |
| FMR LLC | 11/13/2025 | 64 | $86 | 100.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 26 | $36 | 100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 8 | $13 | 100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 4 | $5 | 100.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 0 | $0 | -100.00% | 0.00% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
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Zeo Energy Corp. institutional Ownership - FAQ's
During the previous two years, 32 institutional investors and hedge funds held shares of Zeo Energy Corp.. The most heavily invested institutionals were:
PIPER SANDLER & CO.: 677,711
CITIZENS FINANCIAL GROUP INC/RI: 266,175
VANGUARD GROUP INC: 252,565
GEODE CAPITAL MANAGEMENT, LLC: 90,509
Groupe la Francaise: 43,761
STATE STREET CORP: 38,900
5.84% of Zeo Energy Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 1.58 M shares in the last 24 months. This purchase volume represents approximately $2.02 M in transactions.