Company · Ownership research

Zeo Energy Corp. ZEO

CIK 0001865506 · CUSIP 98944F109

Insider tradingInitial holdingsInstitutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 98944F109 (ZEO), not CUSIP G3R95N103 (ZEO), and does not merge CUSIPs.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	K2 PRINCIPAL FUND, L.P. CIK 1461790 · View history	$1.04M 481,448 shares	0.23%	+86.16K(+21.8%)Added	SEC filing ↗ Aug 14, 2024	▾
02	DIVERSIFY WEALTH MANAGEMENT, LLC CIK 2030780 · View history	$380.00K 100,000 shares	0.05%	—	SEC filing ↗ Aug 8, 2024	▾
03	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$55.27K 25,238 shares	0.00%	+6.97K(+38.1%)Added	SEC filing ↗ Aug 9, 2024	▾
04	MILLENNIUM MANAGEMENT LLC CIK 1273087 · View history	$24.69K 11,275 shares	0.00%	+11.28KNew	SEC filing ↗ Aug 14, 2024	▾
05	UBS Group AG CIK 1610520 · View history	$2.23K 1,037 shares	0.00%	-1.15K(-52.5%)Reduced	SEC filing ↗ Aug 14, 2024	▾
06	Tower Research Capital LLC (TRC) CIK 1533421 · View history	$417.00 194 shares	0.00%	+181(+1392.3%)Added	SEC filing ↗ Aug 13, 2024	▾
07	BANK OF AMERICA CORP /DE/ CIK 70858 · View history	$30.00 14 shares	0.00%	+14New	SEC filing ↗ Aug 14, 2024	▾
08	CONCOURSE FINANCIAL GROUP SECURITIES, INC. CIK 752798 · View history	$0.00 0 shares	0.00%	0Unchanged	SEC filing ↗ Jul 23, 2024	▾

Showing 8 / 8 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

619,206

Not deduplicated across managers

Disclosed value

$1.50M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Zeo Energy Corp. · Q2 2024

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This page includes 8 of 8 reporting institutions. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.