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
Q2 		$11.3K Sell
17,107
-171
-1% -$137 ﹤0.01% 4218
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 $8.3B AUM 27.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $8.31B AUM 37.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
SAMH
Shanda Asset Management Holdings Tortola,, British Virgin Islands $2.09B AUM 39.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Creative Planning's ZEO Position: Q2 2026 in Review

Creative Planning reduced its Zeo Energy (ZEO) stake by 0.99% in Q2 2026, selling an estimated $137 and leaving 17,107 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4218.

Creative Planning first reported a position in ZEO in Q3 2025 and has held it in 4 quarters since. The position peaked at $23.3K in Q3 2025. 30 funds tracked by Wall St. Rank hold ZEO as of Q2 2026.

  • Creative Planning held 17,107 shares of Zeo Energy worth $11.3K as of Q2 2026.
  • Creative Planning sold 171 Zeo Energy shares in Q2 2026, an estimated $137.
  • Zeo Energy made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4218 holding.
  • Creative Planning first reported a position in Zeo Energy in Q3 2025 and has held it in 4 quarters since.
  • Creative Planning's Zeo Energy position peaked at $23.3K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held Zeo Energy as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.