Zeo Energy Corp.: which funds bought and sold
Institutions that bought and sold Zeo Energy shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 9 institutions that filed 13F reports for both quarters added to or opened positions in Zeo Energy, and 9 cut or closed them. Together they sold a net 454K shares, −22.7% on what they held at the start of the quarter. 3 opened a new position and 6 sold out entirely.
Bought, Q2 2026 9 institutions, 3 of them new holders Sold, Q2 2026 9 institutions, 6 of them sold out
Net change, all compared −454K shares (−22.7%)
Net change, active managers 0 shares (0.0%), 0 bought, 0 sold
Buyers versus sellers
9 bought 18 9 sold
Active managers and hedge funds 0 bought · 0 sold · 0
Index fund managers 2 bought · 2 sold · +1,173
Other institutions 7 bought · 7 sold · −455K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| UBS Group AG | +114K +7011.8% | 116K | $76,556 |
| Vanguard Capital Management LLC Index funds | +55K +14.9% | 422K | $278,236 |
| HRT Financial LP | +17K New position | 17K | $11,000 |
| Northern Trust Corp Index funds | +11K New position | 11K | $7,017 |
| Tower Research Capital LLC (TRC) | +7,864 +360.9% | 10K | $6,632 |
| Jane Street Group, LLC | +5,289 +21.3% | 30K | $19,865 |
| Caz Investments LP | +1,369 +100.0% | 2,738 | $1,808 |
| Barclays PLC | +73 New position | 73 | $48 |
| Morgan Stanley | +23 +0.8% | 2,779 | $1,835 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| None of the active managers on our list. | |||
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Piper Sandler & Co. | −508K Sold out | 0 | — |
| Texas Capital Bank Wealth Management Services Inc | −71K Sold out | 0 | — |
| Blackrock, Inc. Index funds | −44K Sold out | 0 | — |
| Geode Capital Management, LLC Index funds | −20K −15.7% | 109K | $72,213 |
| Two Sigma Securities, LLC | −15K Sold out | 0 | — |
| Xtx Topco Ltd | −6,881 −15.0% | 39K | $25,684 |
| Advisory Services Network, LLC | −308 Sold out | 0 | — |
| Creative Planning | −171 −1.0% | 17K | $11,297 |
| Mai Capital Management | −26 Sold out | 0 | — |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| None of the active managers on our list. | |||
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| HRT Financial LP | 17K | $11,000 |
| Northern Trust CorpIndex funds | 11K | $7,017 |
| Barclays PLC | 73 | $48 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Piper Sandler & Co. | 508K | $291,306 |
| Texas Capital Bank Wealth Management Services Inc | 71K | $40,636 |
| Blackrock, Inc.Index funds | 44K | $25,047 |
| Two Sigma Securities, LLC | 15K | $8,892 |
| Advisory Services Network, LLC | 308 | $177 |
| Mai Capital Management | 26 | $15 |
Who holds the shares
- Institutions reporting
- 30
- Ten largest holders
- 94.2% of 13F-reported shares
- Index fund managers
- 38.3% of 13F-reported shares
- Active managers and hedge funds
- 0.0% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 0 | 0 | 0 | 0 | 0 | 0.0% |
| Index fund managers | 2 | 2 | 1 | 1 | +1,173 | +0.2% |
| Other institutions | 7 | 7 | 2 | 5 | −455K | −32.4% |