ZEO ENERGY CORP (ZEO) Institutional Ownership Changes & 13F Activity

ZEO ENERGY CORP (ZEO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Piper Sandler & Co., Citizens Financial Group Inc/Ri, Geode Capital Management, Llc, Texas Capital Bank Wealth Management Services Inc, and Blackrock, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Xtx Topco LtdBuy+31,696—31,696$34.55KQ4 2025Feb 17, 2026
Creative PlanningBuy+17,278—17,278$18.83KQ4 2025Feb 17, 2026
Two Sigma Securities, LlcBuy+15,352—15,352$16.73KQ4 2025Feb 17, 2026
Tower Research Capital Llc (Trc)Buy+3,720—3,720$4.05KQ4 2025Feb 17, 2026
Bank Of America CorpBuy+1,485—1,485$1.62KQ4 2025Feb 17, 2026
Fmr LlcBuy+100—100$109.00Q4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+83—83$0.00Q4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+8—8$8.00Q4 2025Feb 17, 2026
State Street CorpBuy+38,900—38,900$42.40KQ4 2025Feb 13, 2026
Shanda Asset Management Holdings LtdBuy+37,249—37,249$40.60KQ4 2025Feb 13, 2026
Morgan StanleyBuy+2,756—2,756$3.00KQ4 2025Feb 13, 2026
Mai Capital ManagementBuy+26—26$29.00Q4 2025Feb 13, 2026
Piper Sandler & Co.Buy+677,711—677,711$738.71KQ4 2025Feb 12, 2026
Blackrock, Inc.Buy+40,165—40,165$43.78KQ4 2025Feb 12, 2026
Jane Street Group, LlcBuy+10,442—10,442$11.38KQ4 2025Feb 12, 2026
Group One Trading LlcBuy+2,241—2,241$2.44KQ4 2025Feb 12, 2026
Jpmorgan Chase & CoBuy+1,612—1,612$1.76KQ4 2025Feb 11, 2026
Caz Investments LpBuy+1,369—1,369$1.49KQ4 2025Feb 10, 2026
Geode Capital Management, LlcBuy+93,241—93,241$101.70KQ4 2025Feb 09, 2026
Texas Capital Bank Wealth Management Services IncBuy+70,795—70,795$77.17KQ4 2025Feb 09, 2026
Mission Wealth Management, LpBuy+24,197—24,197$26.38KQ4 2025Feb 05, 2026
Credit Industriel Et CommercialBuy+10,845—10,845$11.82KQ4 2025Feb 03, 2026
Sbi Securities Co., Ltd.Buy+134—134$146.00Q4 2025Feb 03, 2026
Citizens Financial Group Inc/RiBuy+366,175—366,175$399.13KQ4 2025Jan 30, 2026
Ubs Group AgBuy+3,278—3,278$3.57KQ4 2025Jan 29, 2026
Ckw Financial GroupBuy+1,527—1,527$2.00KQ4 2025Jan 26, 2026
Farther Finance Advisors, LlcBuy+4—4$4.00Q4 2025Jan 23, 2026
Corecap Advisors, LlcBuy+37—37$40.00Q4 2025Jan 13, 2026
Renaissance Technologies LLCSell-13,766-100.0%0$0.00Q4 2025Nov 13, 2025
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Frequently asked questions about ZEO activity

  • Which institutional owners are buying ZEO?

    Institutional owners buying ZEO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ZEO activity?

    "Buy" means an investor increased their reported position in ZEO compared to the prior reporting period. This reflects growing exposure to ZEO ENERGY CORP (ZEO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ZEO increasing?

    Institutional interest in ZEO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.