HF
ZEO

HRT Financial’s Zeo Energy ZEO Stock Holding History

HRT Financial’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 		$11K Buy
+17,270
New +$13.8K ﹤0.01% 3985
2023
Q1 		– Sell
-10,579
Closed -$109K – 3315
2022
Q4 		$109K Sell
10,579
-38,983
-79% -$400K ﹤0.01% 2053
2022
Q3 		$503K Buy
49,562
+1,992
+4% +$20.1K 0.01% 1506
2022
Q2 		$478K Sell
47,570
-2,121
-4% -$21.3K 0.01% 1685
2022
Q1 		$497K Buy
+49,691
New +$495K ﹤0.01% 1759

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

HRT Financial's ZEO Position: Q2 2026 in Review

HRT Financial opened a new position in Zeo Energy (ZEO) in Q2 2026: 17,270 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #3985 among its holdings. This is a return to the name: HRT Financial previously reported a position in ZEO as recently as Q4 2022.

HRT Financial first reported a position in ZEO in Q1 2022 and has held it in 5 quarters since. The position peaked at $503K in Q3 2022. 30 funds tracked by Wall St. Rank hold ZEO as of Q2 2026.

  • HRT Financial held 17,270 shares of Zeo Energy worth $11K as of Q2 2026.
  • Zeo Energy was a new HRT Financial position in Q2 2026.
  • Zeo Energy made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #3985 holding.
  • HRT Financial first reported a position in Zeo Energy in Q1 2022 and has held it in 5 quarters since.
  • HRT Financial's Zeo Energy position peaked at $503K in Q3 2022.
  • 30 funds tracked by Wall St. Rank held Zeo Energy as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.