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Zeo Energy Ownership | Who Owns Zeo Energy?

OverviewRevenueFinancialsChart

Zeo Energy Ownership Summary

Zeo Energy is owned by 6.69% institutional investors, 41.20% insiders, and 52.11% retail investors. Piper sandler is the largest institutional shareholder, holding 2.48% of ZEO shares.

ZEO Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockZeo Energy6.69%41.20%52.11%
SectorEnergy Stocks 31.46%15.05%53.49%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Piper sandler677.71K2.48%$738.71K
Vanguard group398.16K1.46%$433.99K
Citizens financial group inc/ri366.18K1.34%$399.13K
Geode capital management93.24K0.34%$101.70K
Texas capital bank wealth management services70.80K0.26%$77.17K
Groupe la francaise43.76K0.16%$47.70K
Blackrock funding, inc. /de40.16K0.15%$43.78K
Mission wealth management, lp24.20K0.09%$26.38K
Credit industriel et commercial10.85K0.04%$11.82K
Jane street group10.44K0.04%$11.38K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Piper sandler677.71K0.52%$738.71K
Citizens financial group inc/ri366.18K0.01%$399.13K
Texas capital bank wealth management services70.80K0.00%$77.17K
Caz investments lp1.37K0.00%$1.49K
Credit industriel et commercial10.85K0.00%$11.82K
Groupe la francaise43.76K0.00%$47.70K
Mission wealth management, lp24.20K0.00%$26.38K
Noble wealth management pbc876.000.00%$955.00
Ckw financial group1.53K0.00%$2.00K
Jane street group10.44K-$11.38K

Top Buyers

HolderShares% AssetsChange
Vanguard group398.16K-145.59K
Citizens financial group inc/ri366.18K0.01%100.00K
Texas capital bank wealth management services70.80K0.00%70.80K
Blackrock funding, inc. /de40.16K-29.71K
Jane street group10.44K-10.44K

Top Sellers

HolderShares% AssetsChange
U.s. capital wealth advisors---31.41K
Renaissance---13.77K
Morgan stanley2.76K--1.32K
Corecap advisors37.00--629.00
Sbi securities134.00--20.00

New Positions

HolderShares% AssetsChangeValue
Texas capital bank wealth management services70.80K0.00%70.80K$77.17K
Jane street group10.44K-10.44K$11.38K

Sold Out

HolderChange
Renaissance-13.77K
U.s. capital wealth advisors-31.41K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202523-25.81%1,825,49714.39%619.57%7-73.08%3-
Sep 30, 202530200.00%1,595,030151.78%5,8410.11%25212.50%3200.00%
Jun 30, 202510-633,492121.54%2,3190.21%8-11.11%1-
Mar 31, 20251025.00%285,95084.06%1,0470.32%912.50%1-
Dec 31, 2024814.29%155,354-29.59%5680.09%860.00%--100.00%

Recent Insider Transactions

DateNameRoleActivityValue
Dec 10, 2025Bridgewater Brandon CSOSell$5.22K
Dec 11, 2025Bridgewater Brandon CSOSell$37.81K
Dec 10, 2025Bridgewater Brandon CSOSell$5.22K
Dec 11, 2025Bridgewater Brandon CSOSell$37.81K
Dec 08, 2025Bridgewater Brandon CSOSell$29.42K

Insider Transactions Trends

DateBuySell
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 Piper sandler (677.71K shares, 2.48%), Vanguard group (398.16K shares, 1.46%), and Citizens financial group inc/ri (366.18K shares, 1.34%). Together, they hold 5.28% 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 0.52% of its assets in 677.71K Zeo Energy shares, valued at 738.7K$.

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