Zeo Energy Ownership | Who Owns Zeo Energy?

Zeo Energy Ownership Summary

Zeo Energy is owned by 4.34% institutional investors, 42.40% insiders, and 53.26% 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 0.97% of its assets in Zeo Energy shares.

ZEO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Zeo Energy	4.34%	42.40%	53.26%
Sector	Energy Stocks	81.52%	15.65%	2.83%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Citizens financial group inc/ri	541.17K	2.17%	$310.63K
Piper sandler	507.50K	2.04%	$291.31K
Vanguard group	398.16K	1.46%	$433.99K
Geode capital management	129.69K	0.52%	$74.48K
Pnc financial services group	75.00K	0.30%	$43.05K
Texas capital bank wealth management services	70.80K	0.28%	$40.64K
Xtx topco	45.77K	0.18%	$26.27K
Blackrock funding, inc. /de	43.64K	0.17%	$25.05K
Groupe la francaise	43.76K	0.16%	$47.70K
State street	38.90K	0.16%	$22.33K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Piper sandler	507.50K	0.29%	$291.31K
Citizens financial group inc/ri	541.17K	0.00%	$310.63K
Texas capital bank wealth management services	70.80K	0.00%	$40.64K
Shanda asset management	37.25K	0.00%	$21.38K
Two sigma securities	15.49K	0.00%	$8.89K
Caz investments lp	1.37K	0.00%	$786.00
Groupe la francaise	43.76K	0.00%	$47.70K
Xtx topco	45.77K	0.00%	$26.27K
Credit industriel et commercial	10.85K	0.00%	$6.22K
Abound financial	1.52K	0.00%	$872.00

Top Buyers

Holder	Shares	% Assets	Change
Citizens financial group inc/ri	541.17K	0.00%	175.00K
Vanguard group	398.16K	-	145.59K
Pnc financial services group	75.00K	-	75.00K
Geode capital management	129.69K	-	36.45K
Jane street group	24.79K	-	14.35K

Top Sellers

Holder	Shares	% Assets	Change
Piper sandler	507.50K	0.29%	-170.21K
U.s. capital wealth advisors	-	-	-31.41K
Mission wealth management, lp	-	-	-24.20K
Renaissance	-	-	-13.77K
Ubs group	1.63K	-	-1.65K

New Positions

Holder	Shares	% Assets	Change	Value
Pnc financial services group	75.00K	-	75.00K	$43.05K
Vanguard fiduciary trust	10.50K	-	10.50K	$6.03K

Sold Out

Holder	Change
Renaissance	-13.77K
Mission wealth management, lp	-24.20K
U.s. capital wealth advisors	-31.41K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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	-
Mar 31, 2025	10	25.00%	285,950	84.06%	1,047	0.32%	9	12.50%	1	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	340.31K	0.97%	-
Vanguard Institutional Extnd Mkt Idx Tr	81.25K	0.23%	54.60K
iShares Micro-Cap ETF	55.47K	0.16%	4.50K
Fidelity Extended Market Index	53.38K	0.15%	25.30K
Fidelity Total Market Index	25.70K	0.07%	-
Cigogne UCITS M&A Arbitrage C1	22.07K	0.06%	-1.00
Fidelity Nasdaq Composite Index	18.27K	0.05%	-
Stork Fund Dynamic MultiStrategies O EUR	17.81K	0.05%	317.00
Spartan Total Market Index Pool G	12.16K	0.03%	-
Spartan Extended Market Index Pool F	11.25K	0.03%	11.25K

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%), Piper sandler (507.5K shares, 2.04%), and Vanguard group (398.16K shares, 1.46%). Together, they hold 5.66% 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?

Piper sandler is Zeo Energy’s biggest shareholder by percentage of total assets invested, with 0.29% of its assets in 507.5K Zeo Energy shares, valued at 291.31K$.

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 0.97% of its total shares outstanding invested in 340.32K Zeo Energy shares.

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