Citadel Advisors’s Zeo Energy ZEO Stock Holding History

Citadel Advisors’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
2025 Q2	–	Sell	-17,839	Closed	-$26.9K	–	15496
2025 Q1	$26.9K	Buy	+17,839	New	+$39.2K	﹤0.01%	12908

Other funds holding ZEO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors's ZEO Position: Q2 2025 in Review

Citadel Advisors sold out of Zeo Energy (ZEO) in Q2 2025, closing a stake of 17,839 shares — an estimated $26.9K sold.

Citadel Advisors first reported a position in ZEO in Q1 2025 and held it in 1 quarter. The position peaked at $26.9K in Q1 2025. 10 funds tracked by Wall St. Rank hold ZEO as of Q2 2025.

Citadel Advisors reported no remaining Zeo Energy position as of Q2 2025 after selling out during the quarter.
Citadel Advisors sold 17,839 Zeo Energy shares in Q2 2025, an estimated $26.9K.
Citadel Advisors first reported a position in Zeo Energy in Q1 2025 and held it in 1 quarter.
Citadel Advisors's Zeo Energy position peaked at $26.9K in Q1 2025.
10 funds tracked by Wall St. Rank held Zeo Energy as of Q2 2025.

Based on Citadel Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.