Bank of America
ZEO

Bank of America’s Zeo Energy ZEO Stock Holding History

Bank of America’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 		– Sell
-1,485
Closed -$1.62K – 6990
2025
Q4 		$1.62K Sell
1,485
-1,421
-49% -$1.95K ﹤0.01% 6427
2025
Q3 		$3.92K Buy
2,906
+2,756
+1,837% +$5.56K ﹤0.01% 7331
2025
Q2 		$435 Buy
150
+89
+146% +$186 ﹤0.01% 7697
2025
Q1 		$92 Buy
61
+19
+45% +$42 ﹤0.01% 7848
2024
Q4 		$144 Buy
42
+22
+110% +$36 ﹤0.01% 7661
2024
Q3 		$34 Buy
20
+6
+43% +$16 ﹤0.01% 7889
2024
Q2 		$30 Buy
+14
New +$66 ﹤0.01% 7934

Other funds holding ZEO

CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
PSC
Piper Sandler & Co Minneapolis, Minnesota $135M AUM 0.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $8.31B AUM 37.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America's ZEO Position: Q1 2026 in Review

Bank of America sold out of Zeo Energy (ZEO) in Q1 2026, closing a stake of 1,485 shares — an estimated $1.62K sold.

Bank of America first reported a position in ZEO in Q2 2024 and held it in 7 quarters. The position peaked at $3.92K in Q3 2025. 33 funds tracked by Wall St. Rank hold ZEO as of Q1 2026.

  • Bank of America reported no remaining Zeo Energy position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 1,485 Zeo Energy shares in Q1 2026, an estimated $1.62K.
  • Bank of America first reported a position in Zeo Energy in Q2 2024 and held it in 7 quarters.
  • Bank of America's Zeo Energy position peaked at $3.92K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Zeo Energy as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.