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 – 6997
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 $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 $7.16B AUM 37.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return