Morgan Stanley
ZEO

Morgan Stanley’s Zeo Energy ZEO Stock Holding History

Morgan Stanley’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 		$1.83K Buy
2,779
+23
+0.8% +$18 ﹤0.01% 7424
2026
Q1 		$1.58K Hold
2,756
– – ﹤0.01% 7369
2025
Q4 		$3K Sell
2,756
-1,319
-32% -$1.81K ﹤0.01% 7168
2025
Q3 		$5.5K Buy
+4,075
New +$8.21K ﹤0.01% 7062

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

Morgan Stanley's ZEO Position: Q2 2026 in Review

Morgan Stanley increased its Zeo Energy (ZEO) stake by 0.83% in Q2 2026, buying an estimated $18 and bringing the position to 2,779 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #7424.

Morgan Stanley first reported a position in ZEO in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.5K in Q3 2025. 30 funds tracked by Wall St. Rank hold ZEO as of Q2 2026.

  • Morgan Stanley held 2,779 shares of Zeo Energy worth $1.83K as of Q2 2026.
  • Morgan Stanley bought 23 Zeo Energy shares in Q2 2026, an estimated $18.
  • Zeo Energy made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7424 holding.
  • Morgan Stanley first reported a position in Zeo Energy in Q3 2025 and has held it in 4 quarters since.
  • Morgan Stanley's Zeo Energy position peaked at $5.5K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held Zeo Energy as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.