Zeo Energy Ownership | Who Owns Zeo Energy?

Zeo Energy Ownership Summary

Zeo Energy is owned by 6.00% institutional investors, 33.95% insiders, and 60.05% retail investors. Citizens financial group inc/ri is the largest institutional shareholder, holding 2.17% of ZEO shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.96% of its assets in Zeo Energy shares.

ZEO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Zeo Energy	6.00%	33.95%	60.05%
Sector	Energy Stocks	63.30%	15.65%	21.05%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Citizens financial group inc/ri	541.17K	2.17%	$357.39K
Vanguard capital management	421.57K	1.69%	$278.24K
Vanguard group	398.16K	1.46%	$433.99K
Ubs group	115.99K	0.47%	$76.56K
Geode capital management	109.28K	0.44%	$72.21K
Pnc financial services group	75.00K	0.30%	$49.50K
Groupe la francaise	43.76K	0.16%	$47.70K
Xtx topco	38.89K	0.16%	$25.68K
State street	38.90K	0.16%	$25.69K
Shanda asset management	37.25K	0.15%	$24.60K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Citizens financial group inc/ri	541.17K	0.00%	$357.39K
Shanda asset management	37.25K	0.00%	$24.60K
Caz investments lp	1.37K	0.00%	$904.00
Groupe la francaise	43.76K	0.00%	$47.70K
Credit industriel et commercial	10.85K	0.00%	$7.16K
Abound financial	1.52K	0.00%	$1.00K
Noble wealth management pbc	876.00	0.00%	$579.00
Xtx topco	38.89K	0.00%	$25.68K
Tower research capital llc (trc)	10.04K	0.00%	$6.63K
Ckw financial group	1.53K	0.00%	$1.00K

Top Buyers

Holder	Shares	% Assets	Change
Vanguard group	398.16K	-	145.59K
Ubs group	115.99K	-	114.36K
Vanguard capital management	421.57K	-	54.60K
Hrt financial lp	17.27K	-	17.27K
Northern trust	10.63K	-	10.63K

Top Sellers

Holder	Shares	% Assets	Change
Piper sandler	-	-	-507.50K
Texas capital bank wealth management services	-	-	-70.80K
Blackrock funding, inc. /de	-	-	-43.64K
U.s. capital wealth advisors	-	-	-31.41K
Mission wealth management, lp	-	-	-24.20K

New Positions

Holder	Shares	% Assets	Change	Value
Hrt financial lp	17.27K	-	17.27K	$11.00K
Northern trust	10.63K	-	10.63K	$7.02K
Barclays	73.00	-	73.00	$48.00

Sold Out

Holder	Change
Mai capital management	-26.00
Advisory services network	-308.00
Renaissance	-13.77K
Two sigma securities	-15.49K
Mission wealth management, lp	-24.20K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	29	-12.12%	1,496,161	-25.01%	6	9.37%	8	-27.27%	3	-25.00%
Mar 31, 2026	13	-58.06%	1,081,013	-43.00%	4	8.99%	4	-66.67%	1	-75.00%
Dec 31, 2025	23	-25.81%	1,825,497	14.39%	6	19.57%	7	-73.08%	3	-
Sep 30, 2025	30	200.00%	1,595,030	151.78%	5,841	0.11%	25	212.50%	3	200.00%
Jun 30, 2025	10	-	633,492	121.54%	2,319	0.21%	8	-11.11%	1	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	340.31K	0.96%	-
Vanguard Morn Total Stk Mkt Idx Investor	340.31K	0.96%	-
Vanguard Institutional Extnd Mkt Idx Tr	81.25K	0.23%	-
iShares Micro-Cap ETF	54.75K	0.16%	-
Fidelity Extended Market Index	36.66K	0.10%	-16.52K
Fidelity Total Market Index	25.70K	0.07%	-
Cigogne UCITS M&A Arbitrage C1	22.07K	0.06%	-
Stork Fund Dynamic MultiStrategies O EUR	17.81K	0.05%	317.00
Fidelity Nasdaq Composite Index	14.38K	0.04%	-3.89K
Spartan Total Market Index Pool G	12.16K	0.03%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 10, 2025	Bridgewater Brandon	CSO	Sell	$5.22K
Dec 11, 2025	Bridgewater Brandon	CSO	Sell	$37.81K
Dec 10, 2025	Bridgewater Brandon	CSO	Sell	$5.22K
Dec 11, 2025	Bridgewater Brandon	CSO	Sell	$37.81K
Dec 08, 2025	Bridgewater Brandon	CSO	Sell	$29.42K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	4
2025 Q3	-	8
2024 Q4	-	-
2024 Q3	-	-
2024 Q2	-	-

ZEO Ownership FAQ

Who owns the most shares of Zeo Energy?

Zeo Energy’s largest shareholders are Citizens financial group inc/ri (541.18K shares, 2.17%), Vanguard capital management (421.57K shares, 1.69%), and Vanguard group (398.16K shares, 1.46%). Together, they hold 5.32% of Zeo Energy’s total shares outstanding.

Does Blackrock own Zeo Energy?

BlackRock is not among the top 10 institutional shareholders of Zeo Energy.

Who is Zeo Energy’s biggest shareholder by percentage of total assets invested?

Citizens financial group inc/ri is Zeo Energy’s biggest shareholder by percentage of total assets invested, with 0.00% of its assets in 541.18K Zeo Energy shares, valued at 357.39K$.

Who is the top mutual fund holder of Zeo Energy shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Zeo Energy shares, with 0.96% of its total shares outstanding invested in 340.32K Zeo Energy shares.

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