Zeo Energy Corporation Class A Common Stock (ZEO)
CONSTRUCTION - SPECIAL TRADE CONTRACTORS
Zeo Energy Corporation Class A Common Stock (ZEO) is listed on Nasdaq, where it has traded since March 14, 2024.
- Listed On
- Nasdaq
- Listed Since
- March 14, 2024
- Employees
- 190
- Market Cap
- $12M
About Zeo Energy Corporation Class A Common Stock
Zeo Energy Corp is a vertically integrated company offering energy solutions and services that include sales, design, procurement, installation, and maintenance of residential solar energy systems. Many of its solar energy system customers also purchase other energy efficiency-related equipment or services, or roofing services from the company. Zeo Energy's majority customers are located in Florida, Texas, Arkansas, Missouri, Ohio, and Illinois. The company has two operating and reportable segments: Sunergy and Heliogen. Maximum revenue is generated from the Sunergy segment, which includes the design, procurement, installation, and servicing of residential solar photovoltaic systems and related roofing services.
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 29 institutions reported holding ZEO, with 1.5 million shares worth $1.0 million in aggregate. The largest reported holder was Citizens Financial Group Inc/RI, with 541,175 shares worth $357,392. Of the 5 largest holders listed below, 2 added shares, 1 reduced its position and 2 held their positions unchanged during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Citizens Financial Group Inc/RI | 541,175 | $357K | Unchanged |
| Vanguard | 432,066 | $285K | Added 14.46% |
| UBS Group | 115,994 | $77K | Added 7011.83% |
| Geode Capital Management | 109,279 | $72K | Reduced 15.74% |
| Pnc Financial Services Group | 75,000 | $50K | Unchanged |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is ZEO?
Zeo Energy Corporation Class A Common Stock (ZEO) is listed on Nasdaq, where it has traded since March 14, 2024.
Who are the largest institutional holders of ZEO?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of ZEO were Citizens Financial Group Inc/RI, Vanguard and UBS Group.
How many institutions own ZEO?
29 institutions reported a position in ZEO for the quarter ended June 30, 2026, worth $1.0 million in total.
Did institutions buy or sell ZEO last quarter?
Of the 5 largest reported holders, 2 added shares, 1 reduced its position and 2 held their positions unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for ZEO.
Every reported institutional holder, plus insider and congressional trades in ZEO, on SentiSense.