ZEO Zeo Energy Corp.: institutional ownership and insider trading
33 funds reported holding $1.28M of Zeo Energy Corp. in their latest 13F filings; in Q2 2026 funds net sold $301K, with 3 new positions and 6 funds selling out; over the last 12 months insiders bought $0 and sold $93.6K on the open market.
Largest institutional holders of ZEO
- VANGUARD GROUP INC — $434K
- VANGUARD CAPITAL MANAGEMENT LLC — $278K
- CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) — $181K
- UBS Group AG (UBS) — $76.6K
- GEODE CAPITAL MANAGEMENT, LLC — $72.2K
- PNC FINANCIAL SERVICES GROUP, INC. (PNC) — $49.5K
- Groupe la Francaise — $28.9K
- STATE STREET CORP (STT, STT-PG) — $25.7K
- XTX Topco Ltd — $25.7K
- SHANDA ASSET MANAGEMENT HOLDINGS Ltd — $24.6K
Recent ZEO insider trades
- Dec 11, 2025: Bridgewater Brandon sold 37,209 shares ($43.1K)
- Dec 9, 2025: Bridgewater Brandon sold 42,681 shares ($50.5K)
- Sep 3, 2025: Bridgewater Brandon sold 26,636 shares ($42.9K)
- Sep 3, 2025: Larsen Kalen sold 26,636 shares ($42.9K)
5%+ owners
- LHX Intermediate, LLC: 30.0% (Schedule 13D/A, filed Nov 20, 2025)