Zeo Energy Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PIPER SANDLER & CO. | 02/12/2026 | 677.71 K | $738.71 K | 0.00% | 2.48% |
| VANGUARD GROUP INC | 01/29/2026 | 398.16 K | $433.99 K | 57.65% | 1.46% |
| CITIZENS FINANCIAL GROUP INC/RI | 01/30/2026 | 366.18 K | $399.13 K | 37.57% | 1.34% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 93.24 K | $101.70 K | 3.02% | 0.34% |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 02/09/2026 | 70.80 K | $77.17 K | 100.00% | 0.26% |
| GROUPE LA FRANCAISE | 02/12/2026 | 43.76 K | $47.70 K | 0.00% | 0.16% |
| BLACKROCK, INC. | 02/12/2026 | 40.17 K | $43.78 M | 284.02% | 0.15% |
| STATE STREET CORP | 02/13/2026 | 38.90 K | $42.40 K | 0.00% | 0.14% |
| SHANDA ASSET MANAGEMENT HOLDINGS LTD | 02/13/2026 | 37.25 K | $40.60 K | 0.00% | 0.14% |
| XTX TOPCO LTD | 02/17/2026 | 31.70 K | $34.55 M | 12.47% | 0.12% |
| MISSION WEALTH MANAGEMENT, LP | 02/05/2026 | 24.20 K | $26.38 K | 0.00% | 0.09% |
| TWO SIGMA SECURITIES, LLC | 02/17/2026 | 15.35 K | $16.73 K | 100.00% | 0.06% |
| CREDIT INDUSTRIEL ET COMMERCIAL | 02/03/2026 | 10.85 K | $11.82 K | 0.00% | 0.04% |
| JANE STREET GROUP, LLC | 02/12/2026 | 10.44 K | $11.38 M | 100.00% | 0.04% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 3.72 K | $4.06 K | 100.00% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 3.28 K | $3.57 M | 15.18% | 0.01% |
| MORGAN STANLEY | 02/13/2026 | 2.76 K | $3.00 K | -32.37% | 0.01% |
| GROUP ONE TRADING, L.P. | 02/12/2026 | 2.24 K | $2.44 K | 0.00% | 0.01% |
| JPMORGAN CHASE & CO | 02/11/2026 | 1.61 K | $1.76 K | 0.00% | 0.01% |
| CKW FINANCIAL GROUP | 01/26/2026 | 1.53 K | $2.00 K | 0.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.49 K | $1.62 M | -48.90% | 0.01% |
| CAZ INVESTMENTS LP | 02/10/2026 | 1.37 K | $1.49 K | 0.00% | 0.01% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 876 | $955 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 134 | $146.00 K | -12.99% | 0.00% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 37 | $40 | -94.44% | 0.00% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 26 | $29 | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 8 | $8.00 K | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 4 | $4.00 K | 0.00% | 0.00% |
| NORTHERN TRUST CORP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 01/23/2026 | 0 | $0 | -100.00% | 0.00% |
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Zeo Energy Corp. institutional Ownership - FAQ's
During the previous two years, 27 institutional investors and hedge funds held shares of Zeo Energy Corp.. The most heavily invested institutionals were:
PIPER SANDLER & CO.: 677,711
VANGUARD GROUP INC: 398,156
CITIZENS FINANCIAL GROUP INC/RI: 366,175
GEODE CAPITAL MANAGEMENT, LLC: 93,241
Texas Capital Bank Wealth Management Services Inc: 70,795
Groupe la Francaise: 43,761
6.69% of Zeo Energy Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 1.83 M shares in the last 24 months. This purchase volume represents approximately $1.62 M in transactions.