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	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$265.44K 77,389 shares	0.00%	+45.19K(+140.3%)Added	SEC filing ↗ Feb 12, 2025	▾
02	VANGUARD GROUP INC CIK 102909 · View history	$216.12K 63,010 shares	0.00%	+63.01KNew	SEC filing ↗ Feb 11, 2025	▾
03	XTX Topco Ltd CIK 1828301 · View history	$41.59K 12,126 shares	0.00%	+12.13KNew	SEC filing ↗ Feb 13, 2025	▾
04	UBS Group AG CIK 1610520 · View history	$9.14K 2,666 shares	0.00%	+2.03K(+320.5%)Added	SEC filing ↗ Feb 14, 2025	▾
05	PICKERING ENERGY PARTNERS LP CIK 1979670 · View history	$343.00 100 shares	0.00%	+100New	SEC filing ↗ Feb 14, 2025	▾
06	BANK OF AMERICA CORP /DE/ CIK 70858 · View history	$144.00 42 shares	0.00%	+22(+110.0%)Added	SEC filing ↗ Feb 14, 2025	▾
07	SBI Securities Co., Ltd. CIK 1851815 · View history	$41.00 12 shares	0.00%	—	SEC filing ↗ Feb 6, 2025	▾
08	JPMORGAN CHASE & CO CIK 19617 · View history	$31.00 9 shares	0.00%	+9New	SEC filing ↗ Feb 12, 2025	▾
09	CONCOURSE FINANCIAL GROUP SECURITIES, INC. CIK 752798 · View history	$0.00 0 shares	0.00%	0Unchanged	SEC filing ↗ Feb 13, 2025	▾

Showing 9 / 9 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

155,354

Not deduplicated across managers

Disclosed value

$532.86K

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. · Q4 2024

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This page includes 9 of 9 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.