CS
ZEO

Clear Street’s Zeo Energy ZEO Stock Holding History

Clear Street’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
2024
Q1 		– Sell
-61,203
Closed -$689K – 852
2023
Q4 		$689K Buy
61,203
+59,471
+3,434% +$670K 0.03% 53
2023
Q3 		$19.3K Buy
+1,732
New +$19.1K ﹤0.01% 405

Other funds holding ZEO

KPF
K2 Principal Fund Toronto, Ontario, Canada $947M AUM 29.56% 1-Year Est. Return
PSC
Piper Sandler & Co Minneapolis, Minnesota $102M AUM 0.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return