HighTower Advisors
ZEO

HighTower Advisors’s Zeo Energy ZEO Stock Holding History

HighTower 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
Q3 		– Sell
-39,243
Closed -$114K – 4102
2025
Q2 		$114K Buy
+39,243
New +$82.2K ﹤0.01% 3441

Other funds holding ZEO

PSC
Piper Sandler & Co Minneapolis, Minnesota $102M AUM 0.13% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $7.29B AUM 37.28% 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
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

HighTower Advisors's ZEO Position: Q3 2025 in Review

HighTower Advisors sold out of Zeo Energy (ZEO) in Q3 2025, closing a stake of 39,243 shares — an estimated $114K sold.

HighTower Advisors first reported a position in ZEO in Q2 2025 and held it in 1 quarter. The position peaked at $114K in Q2 2025. 30 funds tracked by Wall St. Rank hold ZEO as of Q3 2025.

  • HighTower Advisors reported no remaining Zeo Energy position as of Q3 2025 after selling out during the quarter.
  • HighTower Advisors sold 39,243 Zeo Energy shares in Q3 2025, an estimated $114K.
  • HighTower Advisors first reported a position in Zeo Energy in Q2 2025 and held it in 1 quarter.
  • HighTower Advisors's Zeo Energy position peaked at $114K in Q2 2025.
  • 30 funds tracked by Wall St. Rank held Zeo Energy as of Q3 2025.

Based on HighTower Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.