Creative Planning
ZEO

Creative Planning’s Zeo Energy ZEO Stock Holding History

Creative Planning’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 		$9.92K Hold
17,278
– – ﹤0.01% 4072
2025
Q4 		$18.8K Hold
17,278
– – ﹤0.01% 3849
2025
Q3 		$23.3K Buy
+17,278
New +$34.8K ﹤0.01% 3809

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 $7.29B 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

Creative Planning's ZEO Position: Q1 2026 in Review

Creative Planning held its Zeo Energy (ZEO) position steady in Q1 2026 at 17,278 shares worth $9.92K. The position accounts for ﹤0.01% of the portfolio, ranked #4072.

Creative Planning first reported a position in ZEO in Q3 2025 and has held it in 3 quarters since. The position peaked at $23.3K in Q3 2025. 33 funds tracked by Wall St. Rank hold ZEO as of Q1 2026.

  • Creative Planning held 17,278 shares of Zeo Energy worth $9.92K as of Q1 2026.
  • Creative Planning left its Zeo Energy share count unchanged in Q1 2026.
  • Zeo Energy made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #4072 holding.
  • Creative Planning first reported a position in Zeo Energy in Q3 2025 and has held it in 3 quarters since.
  • Creative Planning's Zeo Energy position peaked at $23.3K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Zeo Energy as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.