​

Zeo Energy Ownership | Who Owns Zeo Energy?

OverviewRevenueFinancialsChart

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.

ZEO Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockZeo Energy4.34%42.40%53.26%
SectorEnergy Stocks 79.05%16.37%4.58%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Citizens financial group inc/ri541.17K2.17%$310.63K
Piper sandler507.50K2.04%$291.31K
Vanguard group398.16K1.46%$433.99K
Geode capital management129.69K0.52%$74.48K
Pnc financial services group75.00K0.30%$43.05K
Texas capital bank wealth management services70.80K0.28%$40.64K
Xtx topco45.77K0.18%$26.27K
Blackrock funding, inc. /de43.64K0.17%$25.05K
Groupe la francaise43.76K0.16%$47.70K
State street38.90K0.16%$22.33K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Piper sandler507.50K0.29%$291.31K
Citizens financial group inc/ri541.17K0.00%$310.63K
Texas capital bank wealth management services70.80K0.00%$40.64K
Shanda asset management37.25K0.00%$21.38K
Two sigma securities15.49K0.00%$8.89K
Caz investments lp1.37K0.00%$786.00
Groupe la francaise43.76K0.00%$47.70K
Xtx topco45.77K0.00%$26.27K
Credit industriel et commercial10.85K0.00%$6.22K
Abound financial1.52K0.00%$872.00

Top Buyers

HolderShares% AssetsChange
Citizens financial group inc/ri541.17K0.00%175.00K
Vanguard group398.16K-145.59K
Pnc financial services group75.00K-75.00K
Geode capital management129.69K-36.45K
Jane street group24.79K-14.35K

Top Sellers

HolderShares% AssetsChange
Piper sandler507.50K0.29%-170.21K
U.s. capital wealth advisors---31.41K
Mission wealth management, lp---24.20K
Renaissance---13.77K
Ubs group1.63K--1.65K

New Positions

HolderShares% AssetsChangeValue
Pnc financial services group75.00K-75.00K$43.05K
Vanguard fiduciary trust10.50K-10.50K$6.03K

Sold Out

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

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202613-58.06%1,081,013-43.00%48.99%4-66.67%1-75.00%
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-

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 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$.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools