IE
ZEO

Israel Englander’s Zeo Energy ZEO Stock Holding History

Israel Englander’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
Q3 		– Sell
-11,275
Closed -$24.7K – 6550
2024
Q2 		$24.7K Buy
+11,275
New +$53.4K ﹤0.01% 5510
2023
Q1 		– Sell
-688,000
Closed -$7.11M – 6956
2022
Q4 		$7.11M Sell
688,000
-690,278
-50% -$7.08M ﹤0.01% 2492
2022
Q3 		$14M Hold
1,378,278
– – 0.01% 1740
2022
Q2 		$13.8M Buy
1,378,278
+580,839
+73% +$5.83M 0.01% 1673
2022
Q1 		$7.98M Buy
797,439
+557,439
+232% +$5.55M ﹤0.01% 2411
2021
Q4 		$2.38M Buy
+240,000
New +$2.38M ﹤0.01% 3612

Other funds holding ZEO

KPF
K2 Principal Fund Toronto, Ontario, Canada $1.36B AUM 25.58% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Israel Englander's ZEO Position: Q3 2024 in Review

Israel Englander sold out of Zeo Energy (ZEO) in Q3 2024, closing a stake of 11,275 shares — an estimated $24.7K sold.

Israel Englander first reported a position in ZEO in Q4 2021 and held it in 6 quarters. The position peaked at $14M in Q3 2022. 7 funds tracked by Wall St. Rank hold ZEO as of Q3 2024.

  • Israel Englander reported no remaining Zeo Energy position as of Q3 2024 after selling out during the quarter.
  • Israel Englander sold 11,275 Zeo Energy shares in Q3 2024, an estimated $24.7K.
  • Israel Englander first reported a position in Zeo Energy in Q4 2021 and held it in 6 quarters.
  • Israel Englander's Zeo Energy position peaked at $14M in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Zeo Energy as of Q3 2024.

Based on Millennium Management's 13F filing for Q3 2024, filed 14 Nov 2024.