CFG
ZEO

Citizens Financial Group’s Zeo Energy ZEO Stock Holding History

Citizens Financial Group’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 		$311K Buy
541,175
+175,000
+48% +$173K ﹤0.01% 679
2025
Q4 		$399K Buy
366,175
+100,000
+38% +$137K 0.01% 596
2025
Q3 		$359K Buy
+266,175
New +$537K ﹤0.01% 601

Other funds holding ZEO

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
SAMH
Shanda Asset Management Holdings Tortola,, British Virgin Islands $1.85B AUM 36.09% 1-Year Est. Return

Citizens Financial Group's ZEO Position: Q1 2026 in Review

Citizens Financial Group increased its Zeo Energy (ZEO) stake by 48% in Q1 2026, buying an estimated $173K and bringing the position to 541,175 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Citizens Financial Group first reported a position in ZEO in Q3 2025 and has held it in 3 quarters since. The position peaked at $399K in Q4 2025. 33 funds tracked by Wall St. Rank hold ZEO as of Q1 2026.

  • Citizens Financial Group held 541,175 shares of Zeo Energy worth $311K as of Q1 2026.
  • Citizens Financial Group bought 175,000 Zeo Energy shares in Q1 2026, an estimated $173K.
  • Zeo Energy made up ﹤0.01% of Citizens Financial Group's portfolio in Q1 2026, its #679 holding.
  • Citizens Financial Group first reported a position in Zeo Energy in Q3 2025 and has held it in 3 quarters since.
  • Citizens Financial Group's Zeo Energy position peaked at $399K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Zeo Energy as of Q1 2026.

Based on Citizens Financial Group's 13F filing for Q1 2026, filed 1 May 2026.