ASN
ZEO

Advisory Services Network’s Zeo Energy ZEO Stock Holding History

Advisory Services Network’s Portfolio ZEO Stock Details ZEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$177 Buy
+308
New +$305 ﹤0.01% 4588
2025
Q4 		– Sell
-308
Closed -$416 – 4341
2025
Q3 		$416 Buy
+308
New +$621 ﹤0.01% 4080

Other funds holding ZEO

CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
PSC
Piper Sandler & Co Minneapolis, Minnesota $102M AUM 0.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $7.29B AUM 37.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisory Services Network's ZEO Position: Q1 2026 in Review

Advisory Services Network opened a new position in Zeo Energy (ZEO) in Q1 2026: 308 shares worth $177. The stake represents ﹤0.01% of the portfolio and ranks #4588 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in ZEO as recently as Q3 2025.

Advisory Services Network first reported a position in ZEO in Q3 2025 and has held it in 2 quarters since. The position peaked at $416 in Q3 2025. 33 funds tracked by Wall St. Rank hold ZEO as of Q1 2026.

  • Advisory Services Network held 308 shares of Zeo Energy worth $177 as of Q1 2026.
  • Zeo Energy was a new Advisory Services Network position in Q1 2026.
  • Zeo Energy made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4588 holding.
  • Advisory Services Network first reported a position in Zeo Energy in Q3 2025 and has held it in 2 quarters since.
  • Advisory Services Network's Zeo Energy position peaked at $416 in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Zeo Energy as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.