Zeo Energy Corporation Class A Common Stock — Institutional Ownership
Which tracked institutions hold ZEO, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
10
Funds holding
$536748
Total value held
Buying
4 added/new · 0 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Citizens Financial Group Inc/Ri | $357392 | 541175 | — | Held |
| 2 | Ubs Group Ag | $76556 | 115994 | +115994 | NEW BUY |
| 3 | Pnc Financial Services Group, Inc. | $49500 | 75000 | — | Held |
| 4 | State Street Corp | $25690 | 38900 | — | Held |
| 5 | Goldman Sachs Group Inc | $9915 | 256875 | — | Held |
| 6 | Northern Trust Corp | $7017 | 10625 | +10625 | NEW BUY |
| 7 | Jpmorgan Chase & Co | $5381 | 121288 | — | Held |
| 8 | Citigroup Inc | $3414 | 88458 | — | Held |
| 9 | Morgan Stanley | $1835 | 2779 | +23 | +0.83% |
| 10 | Barclays Plc | $48 | 73 | +73 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.